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," 続きを読む

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?

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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

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, 続きを読む

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 続きを読む