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MiaSrebrnjak on January 31, 2024
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. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
NJ_001 on March 04, 2024
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
0 upvote
0 Reply
tgrano on March 04, 2024
Hi! I have seen similar questions in regards to contacts, but wondering if there is a solution for deals. The problem is the following: Sometimes sales reps will move a deal as a "fast forward" in the sales funnel. There are many reasons for read more
1 upvote
4 Replies
Thought Leader | Gold Partner
March 04, 2024 11:55
@tgrano you change the configuration of the reports so that it shows deals that has passed through ANY stage instead of all stages
MROMBA on March 04, 2024
Hi dear All, I'm wondering if it is possible to change the transaction name once created ? (I underlined it in yellow colour on my screenshot - see hereunder) Or is it possible to add a commercial propriety before it ? In fact, why this que read more
1 upvote
4 Replies
Thought Leader | Gold Partner
March 04, 2024 09:50
Hey @MROMBA you can always edit the name as Karsten showed you. If you want to have more advanced names you can always use an automation with ...read more
GMasoli on March 04, 2024
When creating a quote, I see 2 white lines in the top banner before the sender and recipient info (see attached screenshot). Is there a way I can delete or hide them? If not, is there a way I can align them? Thank you in advance, Gaia Masoli read more
1 upvote
2 Replies
Thought Leader | Gold Partner
March 04, 2024 09:48
Hey @GMasoli if you are using the standard HubSpot quote's templates there is no way on editing the design. you can have a custom design if...read more
LSugrue on March 03, 2024
Hey all, We've gotten into a tangled mess in regards to Associated Contacts as they misfire our NPS survey after Ticket completion. From what I can tell this has come down to not having a concise understanding of how Associated read more
1 upvote
1 Reply
Guide | Elite Partner
March 04, 2024 03:58
Hi @LSugrue , I think your thought process is sound - I can see why they wanna associate the referer to deal and ticket level as well in case...read more
Solved
hey37 on February 29, 2024
So what I have used to track sales is coupon codes. When I place an ad, I give 25% off when a person uses a coupon code. The code tells me what ad they viewed to order from. For example REAL25 means the ad is placed on The REAL Chattanooga!! Fa read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
February 29, 2024 20:49
Hi @hey37 , Great question about changing a process. So my recommendation is not only for this but in general with a Process change is ...read more
ECole on February 29, 2024
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
1 upvote
4 Replies
Participant
March 01, 2024 09:35
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
jmetal on February 29, 2024
Hey everyone, Probably a simple questions but looking for anyone else that might be in a similar space. I work primarily in the franchise space and the email formats are usually the same franchise-wide around every organization with the root dom read more
0 upvote
2 Replies
Participant
March 04, 2024 16:56
Hey @jmetal , What Jonas said above are some solid suggestions. I had a couple of questions: Are you using child-parent associations for the...read more
Solved
MBrown999 on February 29, 2024
Hi, This post is going on 5 years old. Is Phil's solution of creating bespoke fields in the contact form and then creating a workflow to copy those fields to a deal record still the only way to automatically create a deal? https://community.hu read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 29, 2024 09:55
Hi @MBrown999 , I'd say so, yes, this still holds true 🙂 Best regards!
SRenaud on February 29, 2024
Our sales team is looking for a way to track future potential sales. When a client mentions their future plans but aren't yet ready to begin discussions. We need: A way to see the opportunities that may be coming up as a team Reminders to con read more
0 upvote
1 Reply
Contributor
February 29, 2024 10:29
Hi @SRenaud , It depends what kind of information you need to record for these potential opportunities/deals. Do you have a set list of product...read more
RetailTim on February 28, 2024
We're a retailer and we want to track our wholesale and distributor contacts from first contact through to acceptance (of us as a retailer / them as a supplier). So it's kind of like sales, but in reverse: selling them on us as a customer and then t read more
Participant
February 28, 2024 16:55
Hi @RetailTim , I think you're spot on to say it's like sales. You are selling your business as means to sell other people's products. Without knowi...read more
MRoberts8 on February 28, 2024
For some reason, some calls and emails from contacts are automatically getting associated with their associated, open deals and other are not getting associated and therefore not showing up in the activity field of the deal. Is there a way to en read more
0 upvote
1 Reply
Hall of Famer | Partner
February 28, 2024 14:02
Hi @MRoberts8 , HubSpot has a good overview of how automatic association works: https://knowledge.hubspot.com/records/associate-activities-wi...read more
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