Have an interesting workflow problem I am working on. I have an external form that creates a deal Associ8 work flow then associates that deal to a contact then Associ8 work flow then associates that deal to a custom object I need to a read more
We have our system set up to limit visability to our owned items (contacts, deals, leads ect) in order to minimize the clutter and work easier. We are working on our default dashboard for our sales reps and in our old system we had the ability read more
Hi @Keegan4123 ,
Just to confirm, you'd like sales reps to see the progress of other users but not the records that constitute that progress? ...read more
The search feature is fantastic - I can type any term and it will list all of the notes from conversations about that term. So, if i want to see who talked to me about strawberries this summer, I just type strawberries in the search bar and the lis read more
Hi @JLynn10 ,
With activities as a data source in the custom report builder, you can create a custom report that lists all notes containing ce...read more
What are best practices in terms of what to do with the deal? Should we close lost it, add "interested at a later time" lost reason, and maybe automate a task creation, taking place 6 months later, telling the owner to follow up? What are other ap read more
Hi @NJaramillo5 I'd usually use both to be honest! It really depends on your sales timeline. What I would recomend would be setting your "close los...read more
Trying to figure out it if there is an option/report to show a detailed view of the line items on a deal in the middle overview card section. Currently the line item card on the right side only shows item and number, and i must click into it to read more
Hi @Keegan4123 ,
Will this work for you? 1 - Create custom Line Item report (must be single-item)
Example below, I have chosen ALL TIME, an...read more
Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website requests a read more
Hey @basdenhoed , thank you for posting.
Given your volume, a centralized inbox and appointment setter could definitely streamline your proc...read more
I am struggling with association limits between contacts (and deals) and companies. I have a unique situation where we take applications to our program and every person who applies is associated with our own company record (let's call it company XYZ read more
Hi @cfraser17 and welcome to the Community! It's so great to have you here! Thanks for asking the Community and for giving all of these details,...read more
Hi @ISmolin ,
HubSpot does not have any out f the box capabilities for this, I'd recommend looking at Koalify, a third-party app for HubSpot: ...read more
Hello! My agency is currently thinking about switching from Advantage to Monday.com or Productive.io. I've used Monday in the past but I'm not familiar with Productive.io. I know that HubSpot has an integration with Monday but I'm reading conflictin read more
I’m looking into ways to capture leads effectively from my pregnancy-focused website, where I publish articles and have an interactive tool for users. I’d like to find the best method to encourage visitors to provide their contact information, wheth read more
Hi @AlonDo ,
Gated content, like downloadable guides or checklists related to pregnancy, can work well since users are often willing to trade ...read more
Hi guys! When adding a new record in the Lead object, we would like the Lead Owner to always be one of the two users we have specified. Additionally, we would like the Leads to be assigned alternately to both users, i.e. the first to X, the second t read more
I have a property that has 4 options. 2 of which have further dependent properties. Parent Property is: Choice A Choice B Choice C Choice D When I pick Choice B I have dependent that pops up to select: Reason for B No Reason for B read more