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TToivola on June 17, 2024
Hi everyone, Hoping to get some guidance on this! Our customers book meetings with Onboarding via Hubspot meeting scheduler which creates a Scheduled meeting on the Deal. In our current flow we need to log the meeting after it is held and a read more
1 upvote
1 Reply
Top Contributor
June 18, 2024 00:23
@TToivola You can consider adding the meeting notes directly to the Deal record. This way, all relevant information about the meeting will be ...read more
AFangman on June 17, 2024
We recently used a third-party tool to deduplicate custom objects. In doing so, many of the merged objects had the same notes, which were imported natively in HubSpot and now display 2-3x on the merged record. Is there a way to merge or deduplicate read more
0 upvote
1 Reply
Most Valuable Member | Elite Partner
June 17, 2024 07:57
Hi @AFangman it sounds like the third-party tool didn't look at the associations for the notes to identify that there was overlap and instead treat...read more
JSamuel85 on June 17, 2024
I need to create two reoprts, both covering the same topic but over different time periods - one covering 3 months, then 1 YTD. The information it needs to provide is deal related, but can a report show all of the following; Enquiry numbers Pendin read more
0 upvote
1 Reply
Member
June 17, 2024 08:24
Hi @JSamuel85 , Here are the HubSpot built-in reports you can use: Contacts created and worked totals with deals created and won totals: ...read more
COHagan1 on June 16, 2024
Hello everyone, a bit off topic, but I am currently working on my Bachelor’s thesis, focusing on the lead management and sales processes in HubSpot. I aim to analyze the current ("as-is") processes within HubSpot to understand their structure and read more
2 upvotes
2 Replies
Thought Leader | Platinum Partner
June 17, 2024 14:24
Hey @COHagan1 so there is a lot to cover on those 2 topics but I can recommend you take a look at this events in the Youtube channel of the su...read more
OBetzalel on June 16, 2024
Hi, We want to create a report that shows the deals with their related line items and their values, such as ARR, TCV, but to display the converted values, meaning to take each line item and multiply it by the exchange rate of the deal. Now I saw t read more
1 upvote
2 Replies
Top Contributor
June 16, 2024 16:12
@Shubham_Sharma Hi, We don't have the operations hub at all, we have the marketing & sales. Can we use workflow to update the related line it...read more
Solved
RyanW21 on June 14, 2024
We have users that we want to be able to view reports on contact totals but we don't want to give them access to PII on individual contacts. I've explored field-level permissions and limiting permissions to contact but limiting view permissions on read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 14, 2024 23:21
Hi @RyanW21 , I would've suggested restricting view permissions for properties: https://knowledge.hubspot.com/properties/restrict-view-edit-a...read more
dmattauch on June 14, 2024
Hi, I want to make a sales activity report that count contacts that were contacted for the first time. including calls, sequences, email, logged meeting. "First engagement date" doesn't seem to include sequence. "last contacted" is great read more
0 upvote
1 Reply
Community Manager
June 14, 2024 14:07
Hey @dmattauch , thank you for posting in our Community! It sounds like you're looking to create a sales activity report in HubSpot that acc...read more
Solved
KGielen on June 14, 2024
Can I change the deal probability to the percentage that I've defined myself? Currently they are set at 0.2 - 0.4 - 0.6 - 0.8 - 0.9 - 1.0. I want to change these to 0.05 - 0.1 - 0.25 - 0.50 - 0.75. Is this possible? Thank you, Kurt
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
June 14, 2024 05:54
@KGielen that is possible in the pipeline settings: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-dea...read more
val_spot_on on June 12, 2024
Hello everyone! All unprocessed leads are identified in our system as 'Unqualified', but depending on source they should be processed differently e.g. registered on website though sequences, website requests though personalized approach and so on. W read more
0 upvote
2 Replies
Member
June 13, 2024 08:35
Hi @val_spot_on , HubSpot automatically fills in the source for created records. Check the following properties to identify the most accurate sou...read more
Solved
abockler1f on June 12, 2024
Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 12, 2024 15:37
Hi @abockler1f , There isn't any way to filter for workflows that assign owners directly - however, when you navigate to Settings > Propert...read more
kara_susvilla on June 12, 2024
Sales teams have a lot on their plates and, in the past, they often ended up spending more time on administrative tasks than building relationships with prospects and customers. But today, they’re starting to think differently about how they u read more
4 upvotes
1 Reply
Most Valuable Member | Elite Partner
June 13, 2024 20:34
Thanks for sharing this @kara_susvilla , our team has worked extensively with PandaDoc and @christopher-RVO has probably sold & implemented Pa...read more
JRoberts57 on June 11, 2024
I would like to create a workflow that tracks bids for our company, we regularly tender for work within both public sector and privtae sector clients. The idea is that we can track the progress of the bid, assign tasks to members of the team, crea read more
0 upvote
2 Replies
Contributor
June 12, 2024 03:53
Hi @JRoberts57 , What level of subscription do you have for HubSpot? It would be possible to start tracking this information either using a Cus...read more
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