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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen