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Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

Solved

Edyta7510 on January 25, 2023

Routing leads to distributors

Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro read more

Reply Companies Contacts CRM Dashboards Enterprise Lists Sales

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 25, 2023 09:07

Hi @Edyta7510 , Theoretically, you could set up permissions in HubSpot in a way that these resellers only see what they need to update record ...read more

Solved

Edyta7510 on August 01, 2022

Attachments on deals/companies - report

Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac read more

Reply best practices Dashboards Deals Enterprise Reports Sales

6 upvotes

4 Replies

Accepted Solution

Bryantworks

Key Advisor | Diamond Partner

August 01, 2022 06:23

Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could...read more

Solved

Branikita on November 09, 2021

Cards in pipeline are sorted in a wrong order

Cards in pipeline are sorted in a wrong order. It happened for all our pipelines

Reply Dashboards Deals

0 upvote

5 Replies

Accepted Solution

Josh

Recognized Expert | Platinum Partner

November 09, 2021 13:55

Hi @Branikita , In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in...read more

AJohnson8 on November 02, 2021

Powerhouse Dashboards and Reporting Tips with Jorie Munroe! | Cincinnati HUG

Powerhouse Dashboards and Reporting Tips with Jorie Munroe! Tuesday, November 16th | 12:00 PM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Cincinnati HUG led by HubSpot partn read more

Reply best practices Dashboards Marketing Reports Sales Starter

1 upvote

0 Reply

ToniCH on August 24, 2021

Budget per customer and fiscal year

Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is read more

Reply Companies CRM Custom Objects Dashboards Professional

1 upvote

1 Reply