Hi, I work in a SaaS company. It`s a monthly service and they can cancel at anytime. Currently we have a deal created for when they buy it. We track monthly and set up fee. If they decide to cancel we create a deal in a different pipeline attache read more

I have a multi-year deal that I am trying to enter with Line Items. The problem is, instead of scheduling out the second year, the MRR and ARR are adding the two years together. I assumed that by adding Billing Start Dates, it would correctly calcul read more

i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory cours read more

Hi HubSpotters 👋 Many of you are either using or looking for a WhatsApp app to integrate with HubSpot. I'm a WhatsApp expert and have seen many businesses not knowing how to choose the right WhatsApp app or choosing the wrong one. Here ar read more

Hi all, I'd like to see how other people have solved the scenario below: How do you 'tag' a Contact that has attended a call / meeting that was booked with a Lead (lead object)? We want that Contact to also receive relevant messaging in emai read more

Hi, We currently have Sales, Service & Marketing hub subscriptions and I am wondering the best way to outreach to brands and report on it. Currently we are using sequences for out reach but do not feel this is the best process as when read more

We send samples of our products out to contacts all the time. We'd like to start recording which products are being sampled the most. I'm guessing I need to create a property to do this. Is there any way to link a our products to a dropdown chec read more

Hi Community! Our sales team has been using the prospecting tool, but they are finding it quite challenging and somewhat cluttered. Our main goal with the prospecting tool is twofold: For Marketing : To gain insights into what’s happening with l read more

Hi everyone! We recently introduced Prospecting to our team and now I`m working on a reporting dashboard to track the lead management process. One thing I can`t wrap my head around is how to track response time specifically for Hot leads, not all o read more

Our sales team is fairly small at the moment given that we're a startup, but we'd like to set up a sustainable long-term solution that would allow us to automatically assign contacts and leads as we grow. Perhaps a round robin strategy? What are som read more

Community, I have been searching a number of old posts and am struggling to find a workaround to accomplish creating a custom property on the Company entity that calculates the number of won deals associated with the company. You are not able t read more

Hi everyone, I am learning how to use Hubspot to keep track of all our sales activities. I got it pretty well figured out how to keep track of leads in their cycle for a single product (say MSRP around USD 50k). But now I would like to start ad read more