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MiaSrebrnjak on January 31, 2024
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. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
Solved
SBrown801 on March 05, 2024
Hi I have the free version and hope someone can help me to understand how I can mark a task as completed so that it is filed from my task list. Thanks in advance! Suzan.
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 05, 2024 05:55
Hi @SBrown801 , On the task index page, you can do it by clicking the check mark: On a record, you would do it here: ...read more
JVanImpe on March 05, 2024
Hi, Is there a possibility to set up leads for outbound sales? I need to see and track progress on: How many leads are created per week by my team How many are in attempted to contact stage How many are in connected phase How many are in pla read more
0 upvote
3 Replies
Key Advisor | Diamond Partner
March 05, 2024 08:25
Hi @JVanImpe , The Leads object is still very new, and it does lack some key features, among them Funnel Reports on Lead stages, which would ...read more
LLampe on March 05, 2024
Hi, Is there a reason why somethimes company records don't automatically have a record owner?
1 upvote
2 Replies
Thought Leader | Gold Partner
March 05, 2024 06:16
Hey @LLampe I think the main reason is that you handle the company owner and the contact owner separately. For some companies they divide the ...read more
NJ_001 on March 04, 2024
Hello everyone, I'm reaching out to this knowledgeable community for advice on setting up a renewal funnel within HubSpot, tailored to our specific needs involving support contracts. Our business model includes deals that come with support contr read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
March 05, 2024 06:25
Hi @NJ_001 , So sorry! I started a reply to this yesterday and got sidetracked! 1.) I have this working today for a couple of clients,...read more
tgrano on March 04, 2024
Hi! I have seen similar questions in regards to contacts, but wondering if there is a solution for deals. The problem is the following: Sometimes sales reps will move a deal as a "fast forward" in the sales funnel. There are many reasons for read more
1 upvote
4 Replies
Thought Leader | Gold Partner
March 04, 2024 11:55
@tgrano you change the configuration of the reports so that it shows deals that has passed through ANY stage instead of all stages
MROMBA on March 04, 2024
Hi dear All, I'm wondering if it is possible to change the transaction name once created ? (I underlined it in yellow colour on my screenshot - see hereunder) Or is it possible to add a commercial propriety before it ? In fact, why this que read more
1 upvote
7 Replies
Member
March 05, 2024 08:56
Solved
GMasoli on March 04, 2024
When creating a quote, I see 2 white lines in the top banner before the sender and recipient info (see attached screenshot). Is there a way I can delete or hide them? If not, is there a way I can align them? Thank you in advance, Gaia Masoli read more
1 upvote
2 Replies
Accepted Solution
Top Contributor
March 04, 2024 06:39
Hi @GMasoli , Have you tried editing your quote template in Settings - Objects - Quotes: https://knowledge.hubspot.com/quotes/create-custom-quote...read more
LSugrue on March 03, 2024
Hey all, We've gotten into a tangled mess in regards to Associated Contacts as they misfire our NPS survey after Ticket completion. From what I can tell this has come down to not having a concise understanding of how Associated read more
1 upvote
1 Reply
Guide | Elite Partner
March 04, 2024 03:58
Hi @LSugrue , I think your thought process is sound - I can see why they wanna associate the referer to deal and ticket level as well in case...read more
Solved
hey37 on February 29, 2024
So what I have used to track sales is coupon codes. When I place an ad, I give 25% off when a person uses a coupon code. The code tells me what ad they viewed to order from. For example REAL25 means the ad is placed on The REAL Chattanooga!! Fa read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
February 29, 2024 20:49
Hi @hey37 , Great question about changing a process. So my recommendation is not only for this but in general with a Process change is ...read more
ECole on February 29, 2024
I am trying to figure out a couple of things. 1) whichs of our products are purchased first by contacts. We have a number of free courses that generates a $0 deal and want to be able to say "X% of people purchases this product as their 1st purchase read more
1 upvote
4 Replies
Participant
March 01, 2024 09:35
Any suggestions on where to start with the cross-object report? There isnt a property that counts the sequence of associated deals to a Contaact, tha...read more
jmetal on February 29, 2024
Hey everyone, Probably a simple questions but looking for anyone else that might be in a similar space. I work primarily in the franchise space and the email formats are usually the same franchise-wide around every organization with the root dom read more
0 upvote
2 Replies
Participant
March 04, 2024 16:56
Hey @jmetal , What Jonas said above are some solid suggestions. I had a couple of questions: Are you using child-parent associations for the...read more
Solved
MBrown999 on February 29, 2024
Hi, This post is going on 5 years old. Is Phil's solution of creating bespoke fields in the contact form and then creating a workflow to copy those fields to a deal record still the only way to automatically create a deal? https://community.hu read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 29, 2024 09:55
Hi @MBrown999 , I'd say so, yes, this still holds true 🙂 Best regards!
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