CRM & Sales

Tips, Tricks & Best Practices How do you drive sales success with HubSpot? Account & Settings Setup, users, billings and settings. CRM Contacts, companies, deals and tasks. Dashboards & Reporting Deals, performance and productivity reports. Mobile Application iOS and Android. Gmail Sales Extension Installation, tracking and notifications. Outlook Sales Extension Installation, tracking and notifications. Sales Email IMAP setup, sequences, templates and tracking. Sales Hub Tools Calling, conversations, documents, meetings, playbooks.

Topic	Replies	Views	Activity
About the CRM & Sales category CRM & Sales	2	474	October 27, 2026
Claude - HubSpot Connectivity Account & Settings professional	1	11	November 13, 2026
Cannot change the DEFAULT key information card in the Company settings CRM companies	4	20	November 13, 2026
Trigger settings after form submission CRM & Sales workflows	1	9	November 13, 2026
Record Review Queue CRM tasks	1	14	November 13, 2026
When will there be a 40% discount in EMEA like the one already in the US and Canada? Account & Settings subscriptions	3	20	November 12, 2026
Different Default Deal Amount Based on Pipeline - Any work arounds? CRM crm-objects-contacts-companies-deals-tickets , professional , pipelines	1	15	November 12, 2026
New SuperAdmin User Setup Caused Pipeline/Deal stage changes CRM pipelines	1	15	November 12, 2026
Unable to Answer or Receive Inbound Phone Calls While in Power Dialer Sales Hub Tools calling	3	20	November 12, 2026
Beyond Lead Generation: How Do You Identify the Right Accounts to Approach? Sales Hub Tools sales	1	19	November 12, 2026
How do you keep follow-up going on leads that go quiet? CRM & Sales best-practices , tips	27	271	November 12, 2026
Cannot log in: 2FA on a lost phone, need admin to remove 2FA for a user Account & Settings workflows	2	46	November 12, 2026
What are the biggest challenges you are seeing when using HubSpot? CRM	1	12	November 12, 2026
How can I delete associated emails without losing data in HubSpot? CRM & Sales email	13	113	November 12, 2026
HubSpot Sales add-in for Outlook Classic does not install Outlook Sales Extension integrations	2	23	November 12, 2026
How to copy lead properties to deals upon qualification in HubSpot? CRM & Sales workflows , properties , crm-objects-contacts-companies-deals-tickets , leads	7	68	November 11, 2026
Tying a sales pipeline to a dashboard Dashboards & Reporting free	4	41	November 11, 2026
SMS and WhatsApp Tips, Tricks & Best Practices sms , content	4	1080	November 11, 2026
Why do I still use Claude for my Dashboards when I already pay for HubSpot? Help Breeze! CRM enterprise , breeze	9	202	November 11, 2026
Shareable URL for leads CRM sales	5	908	November 11, 2026
What 19 HubSpot users told me about leads that go quiet (and the one thing nobody answered) CRM & Sales best-practices , tips	3	78	November 11, 2026
Retrieving Contacts from a Previous HubSpot Account Account & Settings free	2	30	November 11, 2026
Login problems Account & Settings free	5	60	November 10, 2026
Automatically enrolling active list contacts in sequences CRM professional	12	16245	November 10, 2026
How Can a Solo Founder Get the First 3 Paying B2B Customers? Tips, Tricks & Best Practices sales	2	42	November 10, 2026
Contact limit discrepancy on free account CRM contacts , free	8	71	November 10, 2026
How can I distinguish Outlook vs. sent emails in HubSpot? Outlook Sales Extension sales-email	3	35	November 10, 2026
Lead Status triggering Sequnce Unenrollment CRM crm , workflows , enterprise , sequences	6	40	November 10, 2026
Enable Bulk Update and Improved Reporting Filters for Line Items CRM professional	3	45	November 10, 2026
How do you manage recruitment and onboarding across different countries in HubSpot? CRM & Sales workflows	3	47	November 10, 2026