Hi @fconsultant ,
Typically, aligning sales and marketing teams starts with establishing shared goals and metrics. Both teams need to work tow...read more
We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic read more
Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...read more
When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"
Hi @w1234 , In HubSpot, while you can set a task due date using a dropdown of default timeframes or the "Custom Date" option, there isn't a buil...read more
Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, read more
Hi @Martindb
deals is the standard object in HubSpot for the Sales hub. Transactions must be a custom object in your portal. the solution is th...read more
Please help We recently updated our internal email system, and it seems that our sales representatives can no longer verify the e-signatures for quotes sent to customers before the change. Sales reps are unable to sign these quotes because t read more
Hi @Xiawanbai ,
Thank you for sharing the details of this issue. To resolve the problem of sales representatives not receiving verification ...read more
Hi, community! I’m in the middle of analyzing our contact database and could use some help figuring out what to do with hard and soft bounces. • Hard bounces: I’m thinking these probably need to be deleted since they’re invalid, but I’d lov read more
@TVaz it depends how 'valuable' these contacts are for you. Do you think it's worth reviewing them individually or is it acceptable to discard them...read more
Hi Team, I tried creating a report for marketing emails using two methods. method 1: Selected two datasets and marketing emails. Method 2: selected " Marketing Analytics + Contacts + Companies" method 1 fetches 0% ma read more
Hi, I have 96 total deals in hubSpot (PFB screenshot). But I am trying to create a deal stage report it shows inaccurate number (93 deals total). PFb screenshot, I tried playing with filters, manually checked if any deal is missing deal s read more
Hi @RBanola ,
This seems to be a bug and I'd recommend reaching out to HubSpot support directly, via chat / email / phone, in-app. Since you're o...read more
Hi All, My company is moving to hubspot from Salesforce so this question may make sense for those of you who know... Is it possible to adjust object views or are we limited to the 3 column views? Also with navigation, i couldn't see wher read more
Hi @SRodriguez69 ,
I haven't checked this but if you're experiencing this, that seems to be the case, yes. For now, they would have to reach o...read more
Hi - we would like to start to use HS ILO quickbooks online and in generating quotes, how can I add a % markup to a line item Example Name Unit Price Qty Markup Total Labor $57.00 30 20% read more
Hi @KMarciano7
so the first thing 'd be creating Markup as a custom property for your products and adding it as a column in the products view.
...read more