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Solved
Accepted Solution
Thought Leader | Platinum Partner
March 29, 2024 12:14
Hey @MVanDerLee0 if you are refering to your excel doc the last tab "date-sales" for the dates 3/29 and on are blank /cero that why the grap...read more
TViệt on March 26, 2024
I have issues to manage the Sale team. Then, sale member confirm done or cancel task on their deal, but the field last modified date is no change. I will prove with my code: portal : 6319203 deal_id: 18166115973 const dayjs = requir read more
0 upvote
1 Reply
Community Manager
March 26, 2024 18:59
Hey @TViệt , thank you for posting in our Community! Please ensure that your sales team members have the necessary permissions and access ri...read more
Solved
Rodsway on March 07, 2024
Hi, I have the contact lifecycle stage funnel with contact totals and conversion rates report on my desk. I have filtered to showcase a month. There are leads showing but when clicking through it is stating that there is no information to sh read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Diamond Partner
March 07, 2024 08:33
Hi @Rodsway , I can definitely understand your confusion as that definitely does not sound like the right behavior. I'll need a little ...read more
Solved
SBrown801 on March 05, 2024
Hi I work for a not for profit and we are currently using the free version of Hubsot. Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 05, 2024 05:31
Hi @SBrown801 , Navigate to Settings > General > Profile, then scroll down a bit 🙂 Best regards!
EdK1 on February 19, 2024
Hi, my interface had a dasbhboard where I could see the flow, from Enquiry-Information Provided-Quote-Order Successful-Order UnsuccessFull, Completed, Invoiced etc. This seems to have disappeared. Where can I find this again?
0 upvote
2 Replies
Member
February 19, 2024 10:07
Hi 1) I have checked now and I am logged in with the same username and password. I can also see all the previous communication and contacts. 2) We are...read more
Ishdeepb on February 09, 2024
Hi, Looking for some suggestions and alternate ways. A client of ours from healthcare practice wants to add around 40+ properties to their contact list, out of these properties most are customised. Their aim for creating these properties is to take read more
0 upvote
2 Replies
Member
February 10, 2024 13:08
Thanks for sharing that information. Apologies from my end. The client is in hypnosis practitioner and info isn't a patient info rather the basic co...read more
Solved
E2E on January 26, 2024
Hello, I wanted to know if there is a way to create tags? Something that can connect call information by a places people have been and link them or choose it and add it to the ticket (IE a place they have been) Is there something else I can use? read more
1 upvote
6 Replies
Accepted Solution
Thought Leader | Platinum Partner
March 21, 2024 15:29
Hey @E2E so you can have a custom property with a dropdown of the information you need here is how to do this https://knowledge.hubspot.com/...read more
rohithans on January 24, 2024
I am a developer and integrated the HubSpot tracking into our product, the script is loading fine for everyone except this one. Don't know the reason. Can anyone help me with this, what can be the issue? NOTE: Users can embed forms created on o read more
0 upvote
2 Replies
Member
January 24, 2024 05:00
I am a developer at Outgrow, we provide our customers the feature to add their Hubspot ID for tracking, so each can use different IDs for his differe...read more
Tuncel on January 09, 2024
Below is the message wach time I try to set-up a revenue goal. "There was an error when saving goals Exit wizard and try again. Contact support if this keeps happening. " I contacted supoort and followed their recommendations below. But read more
2 upvotes
9 Replies
Participant
February 02, 2024 08:52
Thank you for sharing! How odd, but then it's definitly a bug in labeling / permission setting.
Solved
JulieBY on January 03, 2024
Hi there, I'm new to Hubspot (free) and creating a new report to show me monthly revenue. I currently have 2 deals in January, one is qualified to buy and worth £1,666.66 and the other is an 'appointment scheduled' worth £833.33. For some reason, read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 03, 2024 10:01
Hi @JulieBY , The report you chose displays the value in each stage based on the probability of a deal in that stage closing, e.g. 1,666.66 * ...read more
AWood5 on December 19, 2023
Does anyone know if there has been a recent update to the free Hubspot account and what is viewable? We use to be able to see the actual totals in each column of our Sales Pipeline and about 2 hours ago it started only showing the "Weighted" tot read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
December 19, 2023 21:10
@AWood5 It is not clear if there has been a recent update to the free Hubspot account and what is viewable. However, you can review the feat...read more
Solved
RRON1 on December 18, 2023
Hi im jus startign with hubspot and we have 3 different teams, depending the counties and we need to have different sales pipelines for each one. Is possible to have 3 different sales pipelines ?
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
December 18, 2023 11:03
Hi @RRON1 , Yes, this is possible but not in the free CRM. You can find instructions here: https://knowledge.hubspot.com/crm-deals/set-up-and...read more
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