Tips, Tricks & Best Practices

Is there any way to know which deal stage is contributing to deal lost. What is the ideal approach can we store last stage value in custom property and to know in reports which stage contributed to lost stage.

Hi all, I’m currently working on improving our attribution for BDR-sourced deals, and I would love to get your input on whether the approach I chose is the smartest one — or if there’s a better, more HubSpot-native way to do this. Context: read more

Hello everyone. I have a question about HubSpot’s meeting scheduling tool. Right now, I can only create meeting links tied to individual users’ calendars, for example a sales representative or our CEO. However, this creates two issues for us: read more

My manager is concerned that I am leaving old lead records assigned to a User that has left the company and has since been deactivated. But the leads are already Qualified or Disqualified (Closed). My hesitation is to move them to the existing conta read more

En mi cuenta de HubSpot, el usuario graciana@aadet.org.ar está marcado como usuario con licencia de desarrollador. Ya he creado otro usuario para que sea el desarrollador del equipo y quiero usar graciana@aadet.org.ar como usuaria normal y Super Adm read more

I'm not really understanding the new Projects Object https://knowledge.hubspot.com/help-and-resources/how-to-use-the-hubspot-projects-tool What is it for? What are others using them for? What problems is it intended to solve? How a read more

Hello HubSpot Community, I’ve been using HubSpot’s Sales Hub for a few months now to manage leads and track deals, but I feel like there’s still room for improvement in our deal conversion rates. I want to leverage HubSpot more effectively to ident read more

Hello, Because of some of hubspots limitations in regards to how it handles currencies; for the time being we set each currency used in the system to be equal to 1 USD (our company currency). We were looking at a deal pipeline and found the read more

Hello, since yesterday I have been having a problem with the Blog Research Agent. I want to run it, but it says, “File exceeds maximum allowed size or is unsupported file type. Try uploading another file.” I haven't added any files. Does anyon read more

Hi there, I'm struggling to determine if the following is possible in HubSpot: We're looking to set up a Partner Deal Registration form/webpage. In my experience, it's tough to get partners to share the actual customer information but they'll read more

Hi! We recently contracted with Storylane (they offer clickable product demos) and are working on our internal implementation plan. We would like to use HubSpot to manage requests for new demos. Simplest version of this would be: Create HubSpot fo read more

hi everyone, Im trying to create a segment that filters for open deals whose close date already passed. However Im not trusting that I can just select close date "is before Today" since as soon as I click Today the date is returned in the field read more