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Adriane on Februar 28, 2024
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries. However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," Beitrag ansehen
Koryphäe | Diamond Partner
Februar 29, 2024 07:46
Thanks for the tag @BérangèreL , this is a really great way to manage reopened tickets @Adriane , thank you for sharing your step-by-step process! ...Beitrag ansehen
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JKelleher3 on Februar 02, 2024
Is contract length defined in months or years in Hubspot? If I have a 3 year deal, what value do I place in contract length?
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3 Antworten
Accepted Solution
Mitwirkender/Mitwirkende
Februar 02, 2024 16:11
HubSpot transactions do not come with a default "contract length" attribute. This indicates that it's probably a unique property that your business h...Beitrag ansehen
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MDuczek on Februar 02, 2024
Dear Community, We have an own Deal Revenue metric for every deal. Now I would love to see the sum of the this metric in the deal pipeline view. How do I change the sum of my deals to our own metric. Right now it is still the Annual Rec Beitrag ansehen
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2 Antworten
Accepted Solution
Autorität | Diamond Partner
Februar 02, 2024 05:35
Hi @MDuczek , As @karstenkoehler indiactes, this will have to be the sum of the "Amount" fields, which can ne modified in the Setup of the ...Beitrag ansehen
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EAndersson9 on November 07, 2023
Hi, I would like to be able to calculate time spent in a specific stage. This is available for deals but not for tickets. Does anyone know how to do this? The ticket can jump between stages. In this case I would like to know the time spen Beitrag ansehen
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1 Antwort
Accepted Solution
Community-Manager/-in
November 08, 2023 03:25
Hi @EAndersson9 , We are delighted to see you posting in the Community, thanks! For the moment, you are right, this option is not available. Howev...Beitrag ansehen
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NiklasKling on Oktober 11, 2023
Hi, I work within sales and we have trouble integration our consulting business into Hubspot. Is there any way or best practice for a service order process in Hubspot? We have to maty systems och platforms for our Corse business and this seem Beitrag ansehen
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4 Antworten
Accepted Solution
Autorität | Partner
Oktober 12, 2023 09:40
Hey @NiklasKling to report on anything in HubSpot, the data needs to be stored in HubSpot. Either manually, or fed from somewhere. Have you look...Beitrag ansehen
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egami on August 09, 2023
What I want to do I want to allow only users who have already signed in to my portal site to access knowledge base. Therefore, I need to dynamically add a contact to a contact list when signin form is submitted (because user access to each art Beitrag ansehen
Accepted Solution
Trendsetter/-in | Partner
August 09, 2023 15:33
Hey @egami , thanks for reaching out! This is a great question. The tricky part about this is that you need to trigger a HubSpot action from a...Beitrag ansehen
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Sarah_g on Mai 04, 2023
Hello, our team currently uses Monday.com to keep track of things like billing, shipping, installation, onboarding and design work. We would like to shift this over to HubSpot and get rid of Monday altogether (we use custom fields and based on what Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Trendsetter/-in | Partner
Mai 05, 2023 09:21
Hey @Sarah_g , thanks for reaching out! And thank you for the mention, @kvlschaefer ! These are great questions! I don't know your exact requ...Beitrag ansehen
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sam_sottosanto on April 13, 2023
Hi everyone, Hope you all are having a great day! Right now, our chat asks for someone's first name, last name and email address, and records that contact information within their profile. I wanted to check to see if anyone had a list of bes Beitrag ansehen
Accepted Solution
Trendsetter/-in | Partner
April 13, 2023 12:14
Hey @sam_sottosanto , thanks for reaching out! This is a great question. I think that it partially depends on what information you're asking f...Beitrag ansehen
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MKainu on Januar 24, 2023
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex Beitrag ansehen
Accepted Solution
Trendsetter/-in | Partner
Januar 24, 2023 21:56
Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some tho...Beitrag ansehen
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AndriC on Dezember 09, 2022
Hi, I would like to delete this property. It is used in Deal Sales 2022 Proposal Sent. However, I don't know how to remove it from there. When I click on it it takes me to Deals Setup. Thank you. Best, Andrijana
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1 Antwort
Accepted Solution
Berühmtheit | Partner
Dezember 09, 2022 05:32
Hi @AndriC , 'Deal Sales 2022 Proposal Sent' is a deal stage, I assume? Is your property maybe used as a required field for the 'Deal Sa...Beitrag ansehen
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ChrisChiha on Oktober 13, 2022
Hello, We have a property field that contains 2 values seperated by a comma. I would like to get the value of the property field that is before the comma only. Is there a way to achieve this? For example: Property value: Spain, Beitrag ansehen
Accepted Solution
Stratege/Strategin
Oktober 16, 2022 07:30
Hey @Levi , Thanks! The export option worked for existing data. I created a js cusotm code for all new added stuff to have it scalable for the fu...Beitrag ansehen
kvlschaefer on Juni 02, 2022
Hey Community, Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not Beitrag ansehen
Community-Manager/-in
Juni 03, 2022 05:33
Thank you for your comment @Mike_Eastwood ! I wish you a successful and exiciting June! 🙂
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