Great minds think alike

Hello, dear partners! We will highly appriciate if you can create an opportunity for your clients to uplown old deals into Hubspot by the date in the past without spoiling our reports. I.E. deal was in January 2022. I want to add in Hubsot in September 2023. I want to be able to upload this deal by the date of January 2022, but not by automatically created date in September 2023  ...read more

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My company purose is to ensure that our customers technical issues are resolved. ...read more

Hey,   I wanted to import my database but failed. Note that all properties were checked a thousand times and are the same as in Hubspot, but the Next button is not clickable.   Is there anyone that can help me?  ...read more

Would be good if you could do essentially what you can do with 'views' in deals pipeline but also with the columns as a preset for certain teams. As we have different teams who need to see different information.  ...read more

I am new to SEO and looking for ways to increase my client base for my Holistic Lifecoaching business.  What are the ways I can generate traffic?  Thanks in advance. ...read more

Hi,   At the moment for Inbox it is only possible to send an email manually to yourself (which is time-consuming and impratical if there are 50 submissions for example sent into the qualifying leads chat bot), or turn on the function that the chat visitor is automatically sent a transcript of the conversation.   I want to be able to automatically send chat transcripts to myself so I can forward it to members of my team. Is there something in development for this? Or is there a workflow anyone can recommend that also me to send a internal email triggered from a chat event(inbox submission), where it contains all the details from that chat?   I look forward to hearing from someone. ...read more

The ability to create a joined report with multiple object fields. For example, Company name, deal name, and associated fields in both objects.   Here is an example of what I need: Company Name: XYZ Co.,    Deal Name: XYZ Location 1,   Amount: $50,000    Close Date: 8/3/2022                                                  Deal Name: XYZ Location 2,   Amount: $20,000    Close Date: 10/3/2022                                                                                                        Deal Name: XYZ Location 3,   Amount: $35,000   Close Date: 1/23/2023       ...read more

The standard Deal Change History report could use some improvement for sales ops / sales analytics users. Specifically, I recommend changing the Close Date filters ("Deals expected to close:") so that "All Data" includes all close dates.  I was informed by a support representative that when we filter for "All Data" we are actually only including deals with close dates up to TODAY.  That's not a very intuitive interpretation of "all data" nor very useful.   Second, I recommend that the filters include an option to remove certain deal change types from the bar chart.  My leadership audience and I don't need to see all of these, and I would like a way to export a report that only shows the deal change types we care about.  ...read more