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.
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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
@DianaGomez happy to help @CSimpson19 ,
While you can't incorporate your custom properties into the default "Deal Amount" value, you can cre...read more
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
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
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
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 a...read more
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
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
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 her...read more
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
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 th...read more
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
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 and...read more
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
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, tha...read more
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
Hi @Arnunes ,
At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...read more
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
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
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
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.
...read more