Requesting Information in HubSpot

You can use HubSpot to access or request:

- Navigate to Reports > Dashboards.
- Choose an existing dashboard or create a custom one.
- Use filters to narrow data by date, owner, lifecycle stage, etc.

Need a custom report? Ask your team’s HubSpot admin or reporting specialist.

To see when and how a contact or deal property was updated:

- Open the record.
- Hover over the property name.
- Click View property history to see past values and timestamps.

If you need help from a teammate to get information from HubSpot, follow this format:

Hi [Teammate's Name], can you send me the most recent list of demo requests from Q2, filtered by industry? I need it for the weekly sales review.

Tips:

- Be specific about what you need
- Include the time range and filters if applicable
- Indicate why or how you plan to use the data

For detailed instructions, feature overviews, and troubleshooting, check:

If your company has internal guides or documentation, check the shared drive, internal wiki, or ask your HubSpot administrator.

If you can’t find the information you need or if HubSpot data appears to be missing or incorrect:

- Use the Help button in the lower-right corner of HubSpot
- Contact HubSpot Support through your portal
- Log a request with your internal CRM or operations team

This article outlines how to request or locate specific information in HubSpot—such as data, reports, contact details, or product-related documentation—using built-in tools and best practices.