Regarding the new beta recurring revenue reporting function I have identified a few gaps which may or may not be in the plan for the tool.
1) In addition to recurring revenue inactive date, you should have recurring revenue active date becaus read more
Hi All,
I have a client that is adopting Sales Pro and many of their users want to be able to do many of their daily tasks using the Hubspot App. To improve usability and streamline adoption, we have set up defaults like Deal name (using Firs read more
We are onboarding a client and have the need for a global variable across all deals that we can copy the value to a deal value and then increment the global variable using a workflow.
Has anyone discovered a way to have a variable that is tie read more
This is an obvious capability. Currently the content cluster portion of the SEO tool only tells the user if their content has a live link and the per...read more
Hi,
I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them.
Normally I create the permission sets and then the teams in the organization. This helps us read more
We are working through an issue with one client who hosts their website on Hubspot CMS. Bing stopped indexing their pages in August 2022. Prior to that date indexing was fine.
Researching this Bing (and Microsoft) is suggesting we install Ind read more
Hi All, One of my service enterprise clients wants to set which fields are completed based on the ticket pipeline. They have multiple ticket pipelines for different services within their company. In most cases, these tickets are created internally t read more
Regarding the new beta recurring revenue reporting function I have identified a few gaps which may or may not be in the plan for the tool.
1) In addition to recurring revenue inactive date, you should have recurring revenue active date becaus read more
Hi All,
I have a client that is adopting Sales Pro and many of their users want to be able to do many of their daily tasks using the Hubspot App. To improve usability and streamline adoption, we have set up defaults like Deal name (using Firs read more
Hi,
I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them.
Normally I create the permission sets and then the teams in the organization. This helps us read more
We are onboarding a client and have the need for a global variable across all deals that we can copy the value to a deal value and then increment the global variable using a workflow.
Has anyone discovered a way to have a variable that is tie read more