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Solved
BSchandl on November 11, 2022
Hi HubSpot Community! I am getting desperate as nothing seem to remedy my problem with calendars so far. Can anyone give me a tip as what to use for the follwing problem?: We have a small service team, that we need to manage, assign won dea read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
November 11, 2022 10:10
Hi @BSchandl . It seems like maybe you'd be served by multiple tools, not just one. As an example, for time tracking we use ClickUp (which now has a...read more
Solved
PWilliams6 on November 07, 2022
I am new to Hubspot and I do not know where to start. 1. How do you use Hubspot? The instructions are confusing. 2. Does Hubspot generate leads for me or do I have to find & add my own leads? 3. To set up my Hubspot account, do I read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
November 08, 2022 05:51
Welcome to the HubSpot world (and Community) @PWilliams6 ! I support what @karstenkoehler said for sure. Each user has had their own path, and I'l...read more
DJayagoda on November 07, 2022
CRM You Don’t Need A PHD To Use: HubSpot for Education Scrap the spreadsheets Your ticket to joyful journeys You’re doing all you can to get more enrolments, better insight and a bigger bang for your ma read more
DJayagoda on November 03, 2022
Your guide to CRM-powered evangelism: Stop Selling and Start Evangelising Cut through the noise Convert crowds to congregations. Your tech business does something special. Something that could change t read more
Recognized Expert | Partner
November 21, 2022 17:27
Thank you @DJayagoda , this is a really wonderful resource!
Solved
DRicco on October 24, 2022
Hi all, I noticed that in the pipeline the deals are not displayed by the last one moved in the new stage but in a different order. I would like that in each stage the order of the deals to be from the last one moved in that stage from the o read more
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
October 24, 2022 05:42
Hi there @DRicco . In the board view, there's "Board Actions" on the right, where you can find the option to Sort. In there, you can sort by all the...read more
Solved
GWastyn on October 24, 2022
Hi, I am looking to create a stage to capture archived and lost deals, but make those stages invisible, so they don't clutter the LIVE funnel. Is there a way to make stages invisible, so they only serve as reporting tools.
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
October 24, 2022 05:50
@GWastyn while I don't believe there's a way to hide the stage itself in the pipeline view, you can hide all deals through views. Here's a thread ...read more
Solved
RandyPat on October 13, 2022
Hi, I want to apply a filter or create a dynamic list that gather all the contacts that opened a sales mail 10 days after the contact creation. I can't find any "X days after [property]" in both "Contact" and "Lists" Can anyone tell me how read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 13, 2022 07:58
Hi @RandyPat , It's not possible to specify list filters that way, unfortunately, at least not in a Starter portal. In Professional subscripti...read more
Solved
MrBean on October 05, 2022
Anyone wanna brag about their best practices about using Custom Lifecycle stages? Or be a rebel and argue against them? Doing some CRM restructuring and wonder what the vast Hubspot Community thinks about this new feature. Cheers. happy p read more
3 upvotes
7 Replies
Accepted Solution
Contributor | Partner
October 11, 2022 05:56
I love this question because we've been modelling custom lifecycle stages for our customers, and I'd say that depends on your business and the data m...read more
VStover on July 27, 2022
We have two pipelines and different type of deals associated with each. Contacts can have 2 deals (one for each pipeline). We created an automation that moves a deal (from pipeline 1) from stage A to stage B. The result is that all deals regardles read more
0 upvote
4 Replies
Contributor
July 28, 2022 15:53
Hey @VStover You have two option: 1) You set association labels to each deal like Deal 01 <> Contact 01 Association Label Main and Deal ...read more
Olivia_Bagnall on July 18, 2022
Ever import your products and then need to make a change to many at one go such as a pricing update? You can bulk update products via import using the object ID. To get the product ID of your products you can export them again o read more
Community Manager
July 18, 2022 13:21
This is great 😄 Thanks for sharing this guide with us, @Olivia_Bagnall !
maxclark on July 14, 2022
Hey 👋 What do you do when a contact leaves a company? I don't want to remove the association with the company so we can keep the history, etc... I also don't want to change their name, or email address (makes searching not ideal It wou read more
Participant
July 27, 2022 06:49
We also want to keep the contact so we can have a clear history of what that person's role was in specific projects. We leave in HubSpot, unsubscribe...read more
PaulHashman on June 24, 2022
Good Morning Outlook calendar app wont install. Would like to use that for booking meetings, or sending link for clients to reschedule a time that suits, but without sync working its not showing when im already busy
0 upvote
3 Replies
Community Manager
July 13, 2022 13:26
Thanks for providing us with an update, @PaulHashman ! Happy to hear that the knowledge base articles helped out 🙂
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