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," read more
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! ...read more
HubSpot transactions do not come with a default "contract length" attribute. This indicates that it's probably a unique property that your business h...read more
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 read more
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 ...read more
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 read more
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...read more
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 read more
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...read more
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 read more
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...read more
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 read more
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...read more
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 read more
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...read more
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 read more
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...read more
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, read more
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...read more
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 read more