Bryantworks

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Key Advisor | Diamond Partner

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solutions
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Solved

EChapman on August 15, 2024

Report on Line Items within Deals

We'd lke to create a Report that breaks down the Line Items within our Deals, and shows how many Deals contain certain Line Items. Is there a way of doing this within the Report filters or a way of exporting an Excel that would list the Line It read more

Reply Discussion Reports

0 upvote

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Bryantworks

Key Advisor | Diamond Partner

August 15, 2024

Hey @EChapman , you can do this in the custom report builder! Just select "Line Items" as the primary data source and then deals as a secondar...read more

Solved

Ben_NH on August 15, 2024

Call log table showing how many customers have been called 5x, 4x etc

Hello everyone, I'm hoping someone can guide me through creating a new calls report with several filters. I haven't been able to figure this out yet. Allow me to explain. I work in the new-build housing industry and to help my sales team be effi read more

Reply Discussion Reports

0 upvote

4 Replies

Bryantworks

Key Advisor | Diamond Partner

August 15, 2024

Hey @Ben_NH , You can't do this with just the native tools, unfortunately. You could however build a custom field for "Number of Calls". Th...read more

Solved

Hyroxware on August 15, 2024

SQL --> Prospecting issue

Could someone help me understand why some of my SQL's have gone into my lead prospecting and some havent.

Reply Discussion Professional

1 upvote

3 Replies

Bryantworks

Key Advisor | Diamond Partner

August 15, 2024

Hey @Hyroxware , can you confirm if this setting was on before those contacts moved to those stages? To my knowledge I don't think that automation ...read more

Solved

AFangman on June 05, 2024

Associate Contacts, Companies, and Deals via Form Submission

We currently use forms to collect data on the contact, company, and deal level. Each record is created independently upon submission - as each object included is clearly related, it would be fantastic to see these records automatically associated up read more

Reply Discussion Forms

0 upvote

2 Replies

Bryantworks

Key Advisor | Diamond Partner

June 05, 2024

Hey @AFangman , are you using Company properties on the form? That should create and associate the company correctly, but you are correct that a de...read more

Solved

OConte on June 05, 2024

Take user to unfilled mandatory fields on form

Is it possible, when a web user tries to submit a form, to take him/her to the first unfilled mandatory field? With a long form, the message "Fill in the mandatory fields" is displayed next to the Submit button, but we would like to scroll the form read more

Reply Discussion Forms

0 upvote

2 Replies

Bryantworks

Key Advisor | Diamond Partner

June 05, 2024

Hey @OConte , unfortunately this behavior isn't possible on the native forms. HubSpot does show the error message though. I believe you could lik...read more

Solved

Hasnain977 on June 05, 2024

Could I use Calling feature for my Renovation Company Website

So, the question is: Can HubSpot Calling integrate with a renovation company website like Noor al Qusais Renovation ? Like, can website visitors click a button and Hubspot Count it in analytics the source of user where from it visit and en read more

Reply Discussion FREE

0 upvote

1 Reply

Bryantworks

Key Advisor | Diamond Partner

June 05, 2024

Hey @Hasnain977 , so HubSpot calling wouldn't natively be able to track this unless you were using different numbers for different CTAs I believe. ...read more

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