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

I am new to HubSpot and my first major reporting request is around adoption and usage of HubSpot by our team. While I see some high-level usage data under Settings > Account Setup > Users & Teams , it's very limited. It's basically ju Beitrag ansehen

Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te Beitrag ansehen

Hi, Is it possible to filter out emails sent through sequence in an activity report? only see emails that were sent manually? thanks

Hello! I wanted to see if there is a way to track where a contact clicked a meeting link. What would be better is if we could have a custom field on the meeting form and pre-populate it based on interest, which is linked to the page theme. Is t Beitrag ansehen

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 Beitrag ansehen

I was curious if folks had thoughts on the best way to track ecommerce transactions in Hubspot. What comes to mind is a workflow that automatically creates a closed/Won deal for every transaction. My hesitation is the potential number of deals t Beitrag ansehen

Hi, I'm trying to build a simple. report with send numbers, open rates, etc for a folder of marketing emails. Eeven though in custom reports i can select "marketing emails" the reporting, it's quite limited. Is it possible to have a simp Beitrag ansehen

Hi! We have a non-Hubspot-based form on our website that acts as a Waitlist, so Contacts can enter their email and receive updates when a product is back in stock. Form submissions tell us the name, email, date of submission, and conversion page Beitrag ansehen

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

I have a report which counts Sales Rep activities (Calls, Meetings, Emails) over the previous week - which works really well Problem is that I am registered contact within our CRM, so every email my team sends me is counted as a "Sales activity" Beitrag ansehen

Hi, looking for any creative ideas. My client's actual sales all take place on their Shopify store, but they also have sales reps that will work a deal along and want to be able to give them credit on the Shopify deals they worked on. They track all Beitrag ansehen