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JCooper8 on May 12, 2023
Hi all, I'm trying to produce a report which shows our revenue by month however some of our deals have values which should really be split across multiple months. Does anyone have a work around in order to show deal revenue across multiple read more
0 upvote
5 Replies
Accepted Solution
Top Contributor | Gold Partner
May 16, 2023 09:35
It is difficult to record month-by-month revenue actuals in HubSpot. There isn't an object suited to it in the Pro hubs other than deals. If more
jforte on May 12, 2023
[Check Step-by-step video here] Step 1: Get Ready for Action! The goal is to create a report similar to SLAs (Service Level Agreements) for the SDRs (Sales Dev Teams). By dividing the time into intervals, we can set our read more
Thought Leader
May 25, 2023 06:44
Thanks @kvlschaefer , this is really cool @jforte thank you for putting this together and sharing with the community, I've already bookmarked more
WCunningham7 on May 08, 2023
Is there a way to populate a Hubspot note into a new window? I am able to click on a notification from my email and that opens the tagged note in a new window. But I am not always tagged in the notes, so being able to open a note into a new window read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 09, 2023 00:57
Hi @WCunningham7 , You can generate a direct link to a note by clicking Actions > Copy link . This link will open only the note when more
JI92 on May 06, 2023
I honestly dont know in which subject i need to put this, if i am wrong, please let me know. I wanted to know if i can create a website that has a paid membership, where when they login they can see all kinds of pictures and videos max 5 min long wi read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
May 07, 2023 07:56
Hi, @JI92 , depending on the Hubspot subscription you have, you might be able to use Smart content. It allows you to show different content more
SNormann on April 19, 2023
Hi! On our website we have a number of contact forms and we are not keeping track on which of theese forms are being used, or if they are really being used as intended. We also get e-mails sent through various platforms were we market our products. read more
April 19, 2023 07:57
Hi Karsten! Thank you for your answer. I'm new to Hubspot and realise I probobly left out important information. The contact forms on our site are more
JWhitham on March 10, 2023
How do we import more than one new company and associate them to one new deal in the same import. How did include custom association labels (eg Reseller) in the same import, when the Association Label tab has three options: Deal to Company, Dea read more
0 upvote
1 Reply
Top Contributor | Partner
March 10, 2023 13:34
Hi @JWhitham , Hubspot has a nice article about the imports with sample files and screenshots - more
RGroothuis on February 28, 2023
I'm building an mobile App to retrieve information from the HunSpot CRM. The App requires a sign up and login in functionality. When somebody signed up I want the user data to end up in the Contacts (so that I can see new customers coming in). And w read more
1 upvote
2 Replies
February 28, 2023 09:59
Thanks for the feedback Dan. But I don't believe SSO is the solution I'm looking for. Each user of the mobile app requires their own login details ( more
JacMontgomery on February 20, 2023
I'm trying to find out if there's a way to track projects in Hubspot. I need to be able to create a main task or "project" and be able to add lots of detailed information to it along with individual tasks based on each main task or project. I also n read more
1 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
February 20, 2023 20:20
Hey @JacMontgomery , thanks for reaching out! This is a great question. Have you ever used HubSpot projects before? If you have a more
MEyre on February 15, 2023
Our Global CRM system is not integrated with HubSpot, I've downloaded all contacts exporting everyone with an 'Email' Or 'First name' populated. We've completed an extensive matching exercise externally and have managed to merge with our CRM data. read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2023 07:47
Hi @MEyre , That's a bit unusual – unfortunately, you would have to clean up your file to have one column for contact IDs, one column for more
ZChurney3 on January 24, 2023
Hello everyone! I have a tricky question. We have a list of 800+ contacts listed in an XLSX file but only the Account ID numbers. Every contact on this list has Salutation data missing and we need to update these manually (due to another software in read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 24, 2023 04:32
Hi @ZChurney3 , It sounds like you would like to update the the Salutation outside of HubSpot as it's faster, correct? If so, it more
ZChurney3 on January 05, 2023
Hello everyone! This question is similar to another one I have asked but I wanted to see if there were any updates to this. We are wanting to track a contact's interest based on their visiting specific blog or web pages. For example, there may be pa read more
0 upvote
7 Replies
Accepted Solution
Thought Leader | Elite Partner
January 06, 2023 11:55
Nothing new, just giving a +1 to both @Jnix284 and @trevorjones71 here. I'd start with the HubSpot score property (lead scoring) and then look more
BHugill on December 14, 2022
Hi, My organsitation is currently working on a strategy across multiple stakeholders both internally and externally. My task is to collate information and conversations that take place in an easy and accessible way as we undertake our consultation read more
0 upvote
2 Replies
December 16, 2022 11:25
Hi Dan, Thanks for your reply, I appreciate you taking the time to repsond. I know that we have the package linking our emails to HubSpot, more
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