Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
NRichardson1 on June 26, 2022
I have a report which counts Sales Rep activities (Calls, Meetings, Emails) over the previous week - which works really well Problem is that I am registered contact within our CRM, so every email my team sends me is counted as a "Sales activity" read more
0 upvote
1 Reply
Hall of Famer | Partner
June 26, 2022 21:27
Hi @NRichardson1 , For one, you could exclude your own company domain from CRM email logging by following these steps: https://knowledge.hubs...read more
JRobertshaw on June 25, 2022
Our client has implmented a price change across their 327 products We have tried using an import with the SKU as the unique identifier to update these prices. Unfortunately the import fails because these products allready exist. How can we up read more
0 upvote
0 Reply
RKumar02 on June 24, 2022
Is there a way to filter out all the deals where there is a document attached. Better if we get the name of the attachment too.
0 upvote
2 Replies
Member
June 25, 2022 22:34
Thank you, Karsten, for checking.
PaulHashman on June 24, 2022
Good Morning Outlook calendar app wont install. Would like to use that for booking meetings, or sending link for clients to reschedule a time that suits, but without sync working its not showing when im already busy
0 upvote
2 Replies
Participant
June 24, 2022 23:42
Good Afternoon Karsten Thanku for your reply. Seems i was over complicating it, and not trying to understand how it works Read thru a few knowledg...read more
Solved
dmattauch on June 24, 2022
Hi, I am trying to do some cleanup as i created many properties over time. Is there a way to export my list of created properties with : -number of the property with a value -number of workflows/reports that use this property Many than read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 24, 2022 02:27
Hi @dmattauch , The official property export ( Settings > Properties > Export all properties ) tells you which other assets referenc...read more
Solved
JFry3 on June 23, 2022
We have a company that uses the same email address for the whole sales team within their company. How do I enter separate contacts but use the same email address?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 23, 2022 21:27
Hi @JFry3 , Generally, the email address is the unique identifier in HubSpot – and there aren't any ways around this. The same email address c...read more
DomenicAli on June 23, 2022
We have a compliance requirement that wants us to log calls with contacts in the CRM. However once a call is logged, we need to ensure that it can't be modified or deleted. This is not a feature that Hubspot support through security. I read more
0 upvote
1 Reply
Hall of Famer | Partner
June 23, 2022 07:23
Hi @DomenicAli , This is currently not possible. If a user can edit a record, they can also edit activities. Other users have requested that ...read more
Solved
ddobrien2 on June 21, 2022
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools from our parent church body. That list includes updates on who the main contacts are at each of thos read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 21, 2022 21:31
Hi @ddobrien2 , Unfortunately, there doesn't seem to be a feature or option in the app for this. It has been discussed here and also reques...read more
BUslu on June 21, 2022
I'm looking forward to finding the leads who fills multiple forms (registers to multiple events/campaigns) and understand the most marketing resource-consuming users. Forms data isn't available to use at the custom reports section. Could yo read more
0 upvote
10 Replies
Contributeur de premier rang
June 23, 2022 06:31
Sorry it took me a bit, it's been busy here 😝 So if it's a scope, and you mean a date range, then that's also possible by adding a filter to t...read more
Solved
zackp on June 21, 2022
I don't have time to go digging right now, so I'm curious.... In your opinion, what is the optimal/best practice set of Task Queues to use for inside B2B sales reps?
1 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
June 22, 2022 14:11
@zackp a couple resources to share: These 6 Time Saving HubSpot Hacks Will Improve Sales Efficiency (including setting up task queues) In...read more
MBlame on June 21, 2022
I'm developing a dashboard for my target group, and I can't figure out how to create a custom asset that shows the number of days since the last contact. I’ve tried to make a custom property at an appraised value, but I can’t decide which option I’ read more
0 upvote
1 Reply
Hall of Famer | Partner
June 21, 2022 04:08
Hi @MBlame , There was a similar discussion earlier today, see here: How to Create a Custom Property that will show the # of days since last ...read more
Solved
phtheref on June 21, 2022
Hi! What would be easiet & best practise way to create form where customer contact can see (properties I'd like them to see) property fields what are stored to the HS and modify those information if needed (self service). Is it a right way to read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 21, 2022 02:17
Hi @phtheref , Pre-populating a form with known values requires certain conditions to be met, you can find them here: https://knowledge.hubsp...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.