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MiaSrebrnjak on January 31, 2024
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. read more
Community Manager
February 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 more
CSimpson19 on March 29, 2024
Hi! New to HubSpot so sorry if this is obvious. I want to add properties that we have on our e-commerce site like VAT (Tax), Shipping Costs etc and deduct that from the "real" total. I then want the real total displayed in reports. I've adde read more
1 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 04, 2024 07:56
@DianaGomez happy to help @CSimpson19 , While you can't incorporate your custom properties into the default "Deal Amount" value, you can more
DJohnson4 on March 28, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse read more
Accepted Solution
Hall of Famer | Partner
March 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: more
TShemesh8 on March 22, 2024
Hi all, I created a rollup property for MRR as we have certain products that are not considered recurring and I couldn't use the standard MRR property. The property seems to be working well on new deals - when I add a line item it makes the calc read more
0 upvote
4 Replies
April 02, 2024 07:06
Hi all, I wanted to give an update and ask another question: I reached out to HS support, was not helpful at all, didn't understand the problem more
SDay29 on March 21, 2024
Hello, I have a deal pipeline set up with various stages and am looking to automate movement to the next deal stage once certain tasks are completed. I have a deal workflow created with 3 tasks that our reps need to complete prior to moving to t read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2024 12:49
Hi @SDay29 , I would probably set up a separate workflow to check for task completion. In that separate deal based workflow you would more
Hatch on March 15, 2024
Hello, I recently learned I can adjust what I can view for deal properties and I can reorganize them. From what I can tell, this only affects the deal I'm editing it in and it only affects my view. Is there a way I can (within the limitations of my read more
1 upvote
3 Replies
Thought Leader | Platinum Partner
March 18, 2024 09:49
Hey @Hatch so you can ask an Admin to setup the left bar of any record to see the properties needed. once this is set up, important step more
Hildegaard on March 15, 2024
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Accepted Solution
Thought Leader | Platinum Partner
March 20, 2024 11:45
Hey @Hildegaard so this is a very good (and frequent question) In general the best suggestion is to deactivate the user as soon as it leave more
NJ_001 on March 04, 2024
Hello everyone, I'm reaching out to this knowledgeable community for advice on setting up a renewal funnel within HubSpot, tailored to our specific needs involving support contracts. Our business model includes deals that come with support contr read more
0 upvote
7 Replies
Accepted Solution
Top Contributor
March 06, 2024 13:53
These are some great solutions from the community! @NJ_001 , this is a slight stretch on your use case, but HubSpot has an ability to create more
ECole on February 29, 2024
I am trying to figure out a couple of things. 1) whichs of our products are purchased first by contacts. We have a number of free courses that generates a $0 deal and want to be able to say "X% of people purchases this product as their 1st purchase read more
1 upvote
4 Replies
March 01, 2024 09:35
Any suggestions on where to start with the cross-object report? There isnt a property that counts the sequence of associated deals to a Contaact, more
Arnunes on February 27, 2024
Hey, I need to attach specific labels within the attachments of each existing deal to identify which document that attachment corresponds to. This will later be utilized with an api to integrate an internal system. Does anyone have any idea read more
Accepted Solution
Recognized Expert | Platinum Partner
February 27, 2024 15:10
Hi @Arnunes , At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at more
Adriane on February 27, 2024
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H read more
Most Valuable Member | Elite Partner
April 08, 2024 07:40
Awesome, thank you for confirming @Adriane 🙌
EMann on February 22, 2024
Hello everyone, I feel like this is possible to do, that I've seen it before, but for the life of me I cannot figure out why I can't set it up. We have a stage in our Sales Pipeline that is "Deal Lost" i.e. the job was lost. There's an addi read more
0 upvote
5 Replies
Thought Leader | Platinum Partner
February 22, 2024 14:41
Yes, of course. Most of the personalizations are available in the paid versions of the Hubs.
DrAJ71 on February 19, 2024
Hi all, I'd be grateful for some advice please? If you look at the image associated with this post, what is the panel on the right (pointed to by the red arrow) called, and is it editable? (and if so, how/where?) I've received a request to read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 15:05
Hi @DrAJ71 , As far as I know, the order of the elements in the sidebar cannot be changed. There aren't any settings specifically for this. more
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