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.
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Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc read more
Hello there, I'm the head of sales and i wanna see a report, which shows number of deals and leads, that have change the stage. Tasks, emails, other activities - doesn't show the progress of the week, only changing the stages at a funnel shows some read more
Hey @invisibleon
for the leads or contacts you can consider properties such a Become a MQL /SQL / Opportunity /Customer
with the filter this w...read more
I've an issue regarding mysteriously vanish from my CRM without any trace or explanation. I've noticed that certain entries inexplicably disappear from the system, leaving me baffled and frustrated. I've checked all filters and settings to ensure t read more
Hi @ZakaiLouie ,
Are you a super admin in your portal or is there a chance you might not have full access permissions? Are there other users i...read more
Hello, I recently learned I can adjust what I can view for deal properties and I can reorganize them. From what I can tell, this only affects the deal I'm editing it in and it only affects my view. Is there a way I can (within the limitations of my read more
Hey @Hatch
so you can ask an Admin to setup the left bar of any record to see the properties needed.
once this is set up, important step her...read more
We've added a personalization property in a quote template. The property is a number and is formatted as a percentage. However, when the property is displayed in the quote document, it's showing as a decimal. i.e. 10% is shown as .1. I've trip read more
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
I believe instead of deleting this user simply assign an unpaid seat and keep all the closed items with this user o r the second option is to deact...read more
I do like like the current design on the deal page with these running across the top of my deals how can I change this? It is making it difficult to see the actually deals in their stages. My other Hubspot account has a different set up I am try read more
Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willi read more
When I am creating custom reports, one of the options us Unsummarizdd data and Summarized data. I am not finding a definition and example of both of these things and the differences. Can anyone shed light? I understand the definition of summ read more
Hi @RJaffe ,
In a summarized table, HubSpot will only allow three data points (e.g. Lifecycle stage, Create date, Count of contacts) and autom...read more
I have a number of companies that we no longer do business with, but we don't want to totally delete their records for a variety of reasons. The same goes for the contacts associated with these companies. How do I "mark them inactive" or make it so read more
Hi @RJaffe ,
This does not exist, no, but you could easily create single checkbox properties on tne contact and company object each, called "I...read more
Hi, Is there anywhere I can download a full list of your countries that are included in your drop down menu on the properties? We need to do an upload on the countries as we arent able to copy from a single text property to a drop down men read more
Hello, Now that HubSpot offers the option to export the duplicates in Excel file. What can you do with it? I mean how can I merge those in Excel and then put those back in HubSpot and merge them?
Hi @NKolev ,
No, that's unfortunately not possible. Contacts cannot be merged through import. At this point, the Excel export is really just a...read more