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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

MiaSrebrnjak on Januar 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Beitrag ansehen

Antworten Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 Likes

11 Antworten

MiaSrebrnjak

Community-Manager/-in

Februar 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Beitrag ansehen

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Edyta7510 on Januar 25, 2023

Routing leads to distributors

Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro Beitrag ansehen

Antworten Companies Contacts CRM Dashboards Enterprise Lists Sales

0 Likes

4 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Januar 25, 2023 09:07

Hi @Edyta7510 , Theoretically, you could set up permissions in HubSpot in a way that these resellers only see what they need to update record ...Beitrag ansehen

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Edyta7510 on August 01, 2022

Attachments on deals/companies - report

Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac Beitrag ansehen

Antworten best practices Dashboards Deals Enterprise Reports Sales

6 Likes

4 Antworten

Accepted Solution

Bryantworks

Autorität | Diamond Partner

August 01, 2022 06:23

Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could...Beitrag ansehen

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Branikita on November 09, 2021

Cards in pipeline are sorted in a wrong order

Cards in pipeline are sorted in a wrong order. It happened for all our pipelines

Antworten Dashboards Deals

0 Likes

5 Antworten

Accepted Solution

Josh

Trendsetter/-in | Platinum Partner

November 09, 2021 13:55

Hi @Branikita , In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in...Beitrag ansehen

AJohnson8 on November 02, 2021

Powerhouse Dashboards and Reporting Tips with Jorie Munroe! | Cincinnati HUG

Powerhouse Dashboards and Reporting Tips with Jorie Munroe! Tuesday, November 16th | 12:00 PM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Cincinnati HUG led by HubSpot partn Beitrag ansehen

Antworten best practices Dashboards Marketing Reports Sales Starter

1 Likes

0 Antwort

ToniCH on August 24, 2021

Budget per customer and fiscal year

Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is Beitrag ansehen

Antworten Companies CRM Custom Objects Dashboards Professional

1 Likes

1 Antwort

MandyDROS

Stratege/Strategin | Diamond Partner

August 25, 2021 09:26

Hello @ToniCH ! My recommendation is to store that budget as a custom property if it is truly a simple input field. What hubs are you u...Beitrag ansehen

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