# CRM & Sales **URL:** https://community.hubspot.com/c/crm-sales-hub/52.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [About the CRM & Sales category](https://community.hubspot.com/t/about-the-crm-sales-category/150179)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 2\ **Last updated:** [October 27, 2026, 1:24pm UTC](https://community.hubspot.com/t/about-the-crm-sales-category/150179 "2026-10-27T13:24:29Z")
Welcome to the Smart CRM & Sales Hub category. We’re happy to have you here. This is the place to ask questions, share your s… --- ## [Best Way to Attribute Deals to a Specific Event in HubSpot Without Double-Counting?](https://community.hubspot.com/t/best-way-to-attribute-deals-to-a-specific-event-in-hubspot-without-double-counting/164682)
**Author:** [@Deep\_Kwatra](https://community.hubspot.com/u/Deep_Kwatra)\ **Replies:** 0\ **Last updated:** [November 12, 2026, 7:46am UTC](https://community.hubspot.com/t/best-way-to-attribute-deals-to-a-specific-event-in-hubspot-without-double-counting/164682 "2026-11-12T07:46:39Z")
Hi HubSpot Community, I’m looking for some guidance on the best way to track and attribute deals generated or influenced by … --- ## [HubSpot Sales add-in for Outlook Classic does not install](https://community.hubspot.com/t/hubspot-sales-add-in-for-outlook-classic-does-not-install/164660)
**Author:** [@Paulius](https://community.hubspot.com/u/Paulius)\ **Replies:** 2\ **Last updated:** [November 12, 2026, 6:40am UTC](https://community.hubspot.com/t/hubspot-sales-add-in-for-outlook-classic-does-not-install/164660 "2026-11-12T06:40:12Z")
I have identified the cause through Windows Event Viewer: Event ID: 3077 (CodeIntegrity) Blocked file: SidekickShared.r… --- ## [How do you keep follow-up going on leads that go quiet?](https://community.hubspot.com/t/how-do-you-keep-follow-up-going-on-leads-that-go-quiet/162418)
**Author:** [@Ahsan\_Iqbal\_Tekrevol](https://community.hubspot.com/u/Ahsan_Iqbal_Tekrevol)\ **Replies:** 26\ **Last updated:** [November 12, 2026, 5:06am UTC](https://community.hubspot.com/t/how-do-you-keep-follow-up-going-on-leads-that-go-quiet/162418 "2026-11-12T05:06:12Z")
Hi all, I’m researching how sales teams using HubSpot handle leads that go quiet after the first one or two follow-ups, and … --- ## [How to copy lead properties to deals upon qualification in HubSpot?](https://community.hubspot.com/t/how-to-copy-lead-properties-to-deals-upon-qualification-in-hubspot/164483)
**Author:** [@bengompes](https://community.hubspot.com/u/bengompes)\ **Replies:** 7\ **Last updated:** [November 11, 2026, 10:10pm UTC](https://community.hubspot.com/t/how-to-copy-lead-properties-to-deals-upon-qualification-in-hubspot/164483 "2026-11-11T22:10:57Z")
We’re on Sales Hub Enterprise and redesigning how qualification data (SPICED) moves from the Leads object to Deals. I’d love … --- ## [How can I delete associated emails without losing data in HubSpot?](https://community.hubspot.com/t/how-can-i-delete-associated-emails-without-losing-data-in-hubspot/164236)
**Author:** [@mbenwitt](https://community.hubspot.com/u/mbenwitt)\ **Replies:** 12\ **Last updated:** [November 11, 2026, 9:52pm UTC](https://community.hubspot.com/t/how-can-i-delete-associated-emails-without-losing-data-in-hubspot/164236 "2026-11-11T21:52:18Z")
I have a free account and have received the message “records are approaching the email per contact (and per company) associat… --- ## [Tying a sales pipeline to a dashboard](https://community.hubspot.com/t/tying-a-sales-pipeline-to-a-dashboard/164574)
**Author:** [@SueM](https://community.hubspot.com/u/SueM)\ **Replies:** 4\ **Last updated:** [November 11, 2026, 7:56pm UTC](https://community.hubspot.com/t/tying-a-sales-pipeline-to-a-dashboard/164574 "2026-11-11T19:56:42Z")
Hello helpful people, I have created all the deals in the Sales platform. How do I now create (connect) a dashboard for the… --- ## [Unable to Answer or Receive Inbound Phone Calls While in Power Dialer](https://community.hubspot.com/t/unable-to-answer-or-receive-inbound-phone-calls-while-in-power-dialer/164637)
**Author:** [@MDePardo](https://community.hubspot.com/u/MDePardo)\ **Replies:** 2\ **Last updated:** [November 11, 2026, 4:47pm UTC](https://community.hubspot.com/t/unable-to-answer-or-receive-inbound-phone-calls-while-in-power-dialer/164637 "2026-11-11T16:47:35Z")
Hi everyone, I was just made aware from my BDR that she cannot see or answer inbound phone calls to her HubSpot number when s… --- ## [SMS and WhatsApp](https://community.hubspot.com/t/sms-and-whatsapp/144434)
**Author:** [@Hitch3](https://community.hubspot.com/u/Hitch3)\ **Replies:** 4\ **Last updated:** [November 11, 2026, 1:24pm UTC](https://community.hubspot.com/t/sms-and-whatsapp/144434 "2026-11-11T13:24:32Z")
Hi everyone, I am looking for recommendations on apps that integrate effectively with HubSpot for SMS and WhatsApp messaging… --- ## [Why do I still use Claude for my Dashboards when I already pay for HubSpot? Help Breeze!](https://community.hubspot.com/t/por-que-sigo-usando-claude-para-mis-dashboards-si-ya-pago-hubspot-help-breeze/163158)
**Author:** [@cfandinojimenez](https://community.hubspot.com/u/cfandinojimenez)\ **Replies:** 9\ **Last updated:** [November 11, 2026, 12:25pm UTC](https://community.hubspot.com/t/por-que-sigo-usando-claude-para-mis-dashboards-si-ya-pago-hubspot-help-breeze/163158 "2026-11-11T12:25:13Z")
Hi everyone! :waving\_hand: I know the integration between HubSpot and Claude has already been discussed here, but today … --- ## [Shareable URL for leads](https://community.hubspot.com/t/shareable-url-for-leads/147767)
**Author:** [@mroorda](https://community.hubspot.com/u/mroorda)\ **Replies:** 5\ **Last updated:** [November 11, 2026, 11:43am UTC](https://community.hubspot.com/t/shareable-url-for-leads/147767 "2026-11-11T11:43:17Z")
Is there a way to add a direct, shareable URL for individual Lead records. In the current Leads experience, selecting a lead… --- ## [What 19 HubSpot users told me about leads that go quiet (and the one thing nobody answered)](https://community.hubspot.com/t/what-19-hubspot-users-told-me-about-leads-that-go-quiet-and-the-one-thing-nobody-answered/163845)
**Author:** [@Ahsan\_Iqbal\_Tekrevol](https://community.hubspot.com/u/Ahsan_Iqbal_Tekrevol)\ **Replies:** 3\ **Last updated:** [November 11, 2026, 11:38am UTC](https://community.hubspot.com/t/what-19-hubspot-users-told-me-about-leads-that-go-quiet-and-the-one-thing-nobody-answered/163845 "2026-11-11T11:38:23Z")
Two weeks ago I asked how you keep follow-up going on leads that go quiet. 19 replies later, here’s what came up most: Trig… --- ## [Retrieving Contacts from a Previous HubSpot Account](https://community.hubspot.com/t/retrieving-contacts-from-a-previous-hubspot-account/164592)
**Author:** [@evewilson](https://community.hubspot.com/u/evewilson)\ **Replies:** 2\ **Last updated:** [November 11, 2026, 5:05am UTC](https://community.hubspot.com/t/retrieving-contacts-from-a-previous-hubspot-account/164592 "2026-11-11T05:05:39Z")
Hello, Our company previously used HubSpot but no longer maintains a paid subscription. I am a newer employee and unfortunat… --- ## [Login problems](https://community.hubspot.com/t/problemas-con-inicio-de-sesion/162788)
**Author:** [@gustavogiraldo](https://community.hubspot.com/u/gustavogiraldo)\ **Replies:** 5\ **Last updated:** [November 10, 2026, 9:16pm UTC](https://community.hubspot.com/t/problemas-con-inicio-de-sesion/162788 "2026-11-10T21:16:16Z")
A user is not receiving any HubSpot authentication emails: six-digit code, password reset, or ... --- ## [Automatically enrolling active list contacts in sequences](https://community.hubspot.com/t/automatically-enrolling-active-list-contacts-in-sequences/27078)
**Author:** [@smk](https://community.hubspot.com/u/smk)\ **Replies:** 12\ **Last updated:** [November 10, 2026, 7:12pm UTC](https://community.hubspot.com/t/automatically-enrolling-active-list-contacts-in-sequences/27078 "2026-11-10T19:12:49Z")
I have an active list. One of the criteria is contacts that haven’t been touched in 30 days. Therefore every day there are ne… --- ## [How Can a Solo Founder Get the First 3 Paying B2B Customers?](https://community.hubspot.com/t/how-can-a-solo-founder-get-the-first-3-paying-b2b-customers/164482)
**Author:** [@NarothamReddy](https://community.hubspot.com/u/NarothamReddy)\ **Replies:** 2\ **Last updated:** [November 10, 2026, 1:42pm UTC](https://community.hubspot.com/t/how-can-a-solo-founder-get-the-first-3-paying-b2b-customers/164482 "2026-11-10T13:42:03Z")
Hi everyone, I’m building OUTREO, an early-stage B2B sales intelligence venture focused on helping companies identify high-f… --- ## [Contact limit discrepancy on free account](https://community.hubspot.com/t/divergencia-de-limite-de-contatos-na-conta-gratuita/164248)
**Author:** [@Rodrigo\_Eleven](https://community.hubspot.com/u/Rodrigo_Eleven)\ **Replies:** 8\ **Last updated:** [November 10, 2026, 1:20pm UTC](https://community.hubspot.com/t/divergencia-de-limite-de-contatos-na-conta-gratuita/164248 "2026-11-10T13:20:29Z")
My free account has 723 contacts, but I can’t add new records. I see the message “You have reached the limit of r…” --- ## [How can I distinguish Outlook vs. sent emails in HubSpot?](https://community.hubspot.com/t/how-can-i-distinguish-outlook-vs-sent-emails-in-hubspot/164496)
**Author:** [@vinayakhnr6](https://community.hubspot.com/u/vinayakhnr6)\ **Replies:** 3\ **Last updated:** [November 10, 2026, 10:00am UTC](https://community.hubspot.com/t/how-can-i-distinguish-outlook-vs-sent-emails-in-hubspot/164496 "2026-11-10T10:00:56Z")
Hi, I have connected my Outlook account to my personal inbox in HubSpot. As a result, I can send 1:1 emails to contacts dire… --- ## [Lead Status triggering Sequnce Unenrollment](https://community.hubspot.com/t/lead-status-triggering-sequnce-unenrollment/164437)
**Author:** [@Rose.Dufresne](https://community.hubspot.com/u/Rose.Dufresne)\ **Replies:** 6\ **Last updated:** [November 10, 2026, 8:43am UTC](https://community.hubspot.com/t/lead-status-triggering-sequnce-unenrollment/164437 "2026-11-10T08:43:12Z")
Hi, we are trying to build out a workflow that unenrolls contacts from a sequence if the lead status changes, a deal gets cre… --- ## [Enable Bulk Update and Improved Reporting Filters for Line Items](https://community.hubspot.com/t/enable-bulk-update-and-improved-reporting-filters-for-line-items/163342)
**Author:** [@VirajRaorane](https://community.hubspot.com/u/VirajRaorane)\ **Replies:** 3\ **Last updated:** [November 10, 2026, 7:25am UTC](https://community.hubspot.com/t/enable-bulk-update-and-improved-reporting-filters-for-line-items/163342 "2026-11-10T07:25:19Z")
Hey Everyone, For organizations operating a Software-as-a-Product model, maintaining a unique Line Item ID for every record … --- ## [How do you manage recruitment and onboarding across different countries in HubSpot?](https://community.hubspot.com/t/how-do-you-manage-recruitment-and-onboarding-across-different-countries-in-hubspot/164243)
**Author:** [@Zoe1994](https://community.hubspot.com/u/Zoe1994)\ **Replies:** 3\ **Last updated:** [November 10, 2026, 6:56am UTC](https://community.hubspot.com/t/how-do-you-manage-recruitment-and-onboarding-across-different-countries-in-hubspot/164243 "2026-11-10T06:56:41Z")
I’m curious if anyone here uses HubSpot to manage hiring and onboarding for international teams. We’re trying to figure out … --- ## [A New Object created on Desktop, How to add it to Android App?](https://community.hubspot.com/t/a-new-object-created-on-desktop-how-to-add-it-to-android-app/164234)
**Author:** [@HomeVisionSolutions](https://community.hubspot.com/u/HomeVisionSolutions)\ **Replies:** 2\ **Last updated:** [November 10, 2026, 6:47am UTC](https://community.hubspot.com/t/a-new-object-created-on-desktop-how-to-add-it-to-android-app/164234 "2026-11-10T06:47:06Z")
We needed to follow up our Projects. Used “Create a New Object” and created “Projects” with all relevant information which c… --- ## [Time in current deal stage](https://community.hubspot.com/t/time-in-current-deal-stage/3376)
**Author:** [@Hana](https://community.hubspot.com/u/Hana)\ **Replies:** 27\ **Last updated:** [November 9, 2026, 7:28pm UTC](https://community.hubspot.com/t/time-in-current-deal-stage/3376 "2026-11-09T19:28:13Z")
Hi, is there a way how I can see in dashboard current deal stages and current time in each stage. I found out that “Time in s… --- ## [What is Cookie Deals?](https://community.hubspot.com/t/what-is-cookie-deals/164442)
**Author:** [@RMobley](https://community.hubspot.com/u/RMobley)\ **Replies:** 2\ **Last updated:** [November 9, 2026, 3:50pm UTC](https://community.hubspot.com/t/what-is-cookie-deals/164442 "2026-11-09T15:50:50Z")
Hi there, We were reviewing our account and noticed a separate account named Cookie Deals. Does anyone know what this accou… --- ## [Bug Report: Sales extension creates company instead of contact on LinkedIn profiles](https://community.hubspot.com/t/bug-report-sales-extension-creates-company-instead-of-contact-on-linkedin-profiles/134904)
**Author:** [@QontrolleHQ](https://community.hubspot.com/u/QontrolleHQ)\ **Replies:** 15\ **Last updated:** [November 9, 2026, 1:28pm UTC](https://community.hubspot.com/t/bug-report-sales-extension-creates-company-instead-of-contact-on-linkedin-profiles/134904 "2026-11-09T13:28:39Z")
Hello HubSpot Community, I’m experiencing a persisitent bug with the HubSpot Sales browser extension (version 3.0.0.33481 on… --- ## [Request for Help Recovering My HubSpot Social Media Marketing Certification](https://community.hubspot.com/t/request-for-help-recovering-my-hubspot-social-media-marketing-certification/164387)
**Author:** [@laxmansaisunuri](https://community.hubspot.com/u/laxmansaisunuri)\ **Replies:** 1\ **Last updated:** [November 9, 2026, 10:23am UTC](https://community.hubspot.com/t/request-for-help-recovering-my-hubspot-social-media-marketing-certification/164387 "2026-11-09T10:23:11Z")
Hi HubSpot Academy Team, I previously completed the HubSpot Social Media Marketing Certification, but I have lost access to … --- ## [How is a contact's time zone set for sequences in HubSpot?](https://community.hubspot.com/t/how-is-a-contacts-time-zone-set-for-sequences-in-hubspot/164380)
**Author:** [@galvanA81](https://community.hubspot.com/u/galvanA81)\ **Replies:** 1\ **Last updated:** [November 9, 2026, 10:16am UTC](https://community.hubspot.com/t/how-is-a-contacts-time-zone-set-for-sequences-in-hubspot/164380 "2026-11-09T10:16:30Z")
Which contact property does the workflow ‘Enroll in a sequence’ action read when ‘Use Contact’s Time Zone’ is checked, and do… --- ## [Getting handwritten notes on Tablet into Hubspot](https://community.hubspot.com/t/getting-handwritten-notes-on-tablet-into-hubspot/97874)
**Author:** [@DOMMA](https://community.hubspot.com/u/DOMMA)\ **Replies:** 8\ **Last updated:** [November 8, 2026, 3:05am UTC](https://community.hubspot.com/t/getting-handwritten-notes-on-tablet-into-hubspot/97874 "2026-11-08T03:05:13Z")
Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact.… --- ## [Handwritten notes on iPad easily into HubSpot](https://community.hubspot.com/t/handwritten-notes-on-ipad-easily-into-hubspot/39467)
**Author:** [@SAasan](https://community.hubspot.com/u/SAasan)\ **Replies:** 8\ **Last updated:** [November 8, 2026, 3:04am UTC](https://community.hubspot.com/t/handwritten-notes-on-ipad-easily-into-hubspot/39467 "2026-11-08T03:04:17Z")
Hello, We recently started using Hubspot as our CRM system. I am a sales rep who loves taking notes from all meetings and c… --- ## [Transmitting handwritten notes into Hubspot as Notes](https://community.hubspot.com/t/transmitting-handwritten-notes-into-hubspot-as-notes/133472)
**Author:** [@EReeseRealtor](https://community.hubspot.com/u/EReeseRealtor)\ **Replies:** 3\ **Last updated:** [November 8, 2026, 3:02am UTC](https://community.hubspot.com/t/transmitting-handwritten-notes-into-hubspot-as-notes/133472 "2026-11-08T03:02:39Z")
It doesn’t look like there’s any app that automatically converts handwritten notes into text and syncs them into HubSpot. Is … [Next page](https://community.hubspot.com/c/crm-sales-hub/52.md?page=1)