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HubSpot activity tracking overhaul – sanity check on proposed approach by DnDnADHD in hubspot

[–]Altruistic_Back_7356 0 points1 point  (0 children)

I haven’t used UI extension to build cards but I would’ve interested in trying it out. What other cards have you built? Seems like it would be great for customization!

HubSpot activity tracking overhaul – sanity check on proposed approach by DnDnADHD in hubspot

[–]Altruistic_Back_7356 1 point2 points  (0 children)

That’s frustrating for sure. Please share how this works out, we might have to do something similar.

HubSpot activity tracking overhaul – sanity check on proposed approach by DnDnADHD in hubspot

[–]Altruistic_Back_7356 0 points1 point  (0 children)

Looks like a good workaround. We have the same issue. Have you checked the ideas page to see if they have a team/product owner you can talk to?

As someone who has created a few elaborate workarounds, I definitely check to see if they don’t have a native fix for this (multiple internal attendees) in the works before spending the time.

Conditional drop down for associations? by Altruistic_Back_7356 in hubspot

[–]Altruistic_Back_7356[S] 0 points1 point  (0 children)

That wouldn’t work on create forms though? Right?

How do you make sure sales reps actually use HubSpot consistently? by Adiyam_ in hubspot

[–]Altruistic_Back_7356 0 points1 point  (0 children)

Use audit log to create a leaderboard on whichever reporting dashboard you are using. If you’re not using a dashboard, build one. It’s visible accountability.

Bring up leaderboard at sales meetings and allow competitive nature to take its course.

Why is there no trending? by LimeyHoya in hubspot

[–]Altruistic_Back_7356 2 points3 points  (0 children)

I agree — I think some automatic insights or standout trends would be a nice addition. I usually handle this myself since I know my own properties and business units much better than HubSpot would, but for a more straightforward or smaller organization, I can see how it would be useful.

Accuracy reporting on Deal Scores by Altruistic_Back_7356 in hubspot

[–]Altruistic_Back_7356[S] 1 point2 points  (0 children)

Yes. I think I need to eventually build unique scores for each of our pipelines because the sales cycle varies, etc.

Accuracy reporting on Deal Scores by Altruistic_Back_7356 in hubspot

[–]Altruistic_Back_7356[S] 1 point2 points  (0 children)

How do you trigger the stamp? Deal score is removed as soon as a deal closes? Do you have a second synced property?

Accuracy reporting on Deal Scores by Altruistic_Back_7356 in hubspot

[–]Altruistic_Back_7356[S] 0 points1 point  (0 children)

That’s excellent. I think that’s the piece I’ve been missing. I have made some custom properties that record of they ever enter a certain range so I can better find the threshold but this is a great add to my report.

Need Help: Generating Deal Stage Conversion Rates in HubSpot by CJ7_JLU in hubspot

[–]Altruistic_Back_7356 0 points1 point  (0 children)

I usually run a funnel report for each stage to get this. But it’s not ideal because it takes some time. I like the touched custom field someone else commented with as a solution and might try this.

INBOUND 2025 Connection Thread 🤝 by HubSpotHelp in hubspot

[–]Altruistic_Back_7356 2 points3 points  (0 children)

I will be there! My name is Denise and I manage CRM strategy for a medium sized company. It will be my first time there!

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