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Use Your Credits. They Don't Roll Over
PLUS: Make a Property Require Minimum Character Count, Use Substage Milestones to Automate Deal/Ticket Stages
Noah Stambovsky
October 06, 2025
✉️ Spotter – Your Weekly HubSpot Helper
✅ Tip
Quick fix for a common HubSpot headache.
Make a Property Require Minimum Character Count
Easy but often forgotten are the various rules you can apply to a new property when you make it. For multi-line text, adding minimum or maximum character counts can solve a lot of issues. The screenshot below shows you where to do it.
⚠️ Trap
Mistake to avoid before it causes chaos.
Use your Hubspot Credits. They Don’t Roll Over.
A lot of HubSpot’s newest features use the new HubSpot Credits. Every paid plan has them, and you can buy more without needing to upgrade. They get used for enrichment, smart properties, and usage of the various agents which have become available on the platform.
These features are useful, and you’re likely paying for them anyway. I recommend everyone find an automated way to use their monthly credits. Look for something that will help keep your data clean or add valuable enrichment to your existing database.
🔄 Try
Something small to test or improve this week.
Use Substage Milestones to Automate Deal and Ticket Stages
This one is pretty abstract, but I ran into it on reddit, then used it for a client: Substages.
These are for your mini milestones that might not necessarily happen in order. Maybe they are manually ticked off, maybe it is via workflow but the unlock is here: The movement from stage to stage will be based on the substages within it all being checked off.
So for example, if you have two deal stages called “Proposal sent” and “Proposal approved”, maybe there are a few different things that happen in between. The prospect views the proposal, they give feedback on it, maybe even it gets iterated or there is other information they are sent and acknowledge.
All of these could be “substages” that would show in the deal record for a deal in the “Proposal sent stage” (thank you conditional logic for record cards!), and whether it is fully automated or somewhat manual, once all of those boxes are checked, it moves to “proposal approved”.
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