Accounts & Settings - HubSpot Community

VillaVilla on August 20, 2022

My colleague has changed company currency from GBP to Euro. All of a sudden almost all existing deals' currency turned into Euro. We updated the company currency as GBP again, but existing deals currency didn't turn into GBP again. We are stuck in read more

Reply Companies

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TiphaineCuisset

Community Manager

August 22, 2022 02:34

Hi @VillaVilla Thank you for reaching out! Would you mind trying to clear your cache following those steps , as well as trying with a...read more

Solved

BLai on July 27, 2022

Disabled Automatic Association creating seems not working

Hello Team, I am new to Hubspots and I found that we should have disabled 'Create and associate companies with contacts' option under Automation in companies setting long ago. But everytime we import contacts, the system is still creating associ read more

Reply Automation Companies CRM

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Accepted Solution

Phil_Vallender

Most Valuable Member | Elite Partner

July 28, 2022 02:37

Hi @BLai To the best of my knowledge, if the setting is off it should be off - and HubSpot should not continue to automatically create ne...read more

CBolgi on June 16, 2022

non-received group mails

Hello team, We connected our group mails to Hubspots to receive and response customer request to manage them with platform. Despite several tests incoming mails did't drop down Hubspots. Please check and advise Arf Financial GmbH 25956338 read more

Reply Companies Connected Email

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2 Replies

CBolgi

Member

June 17, 2022 06:54

Hi team We used as below shape,thanks Menu > Conversations > Inbox

Solved

Edyta7510 on January 26, 2022

User permissions - company ownership layers

Hello, I need to setup additional user permissions in the tool. Here's what I've got: Sales owners own companies & contacts, they are the ones who create and own deals. They can view/edit the deals that they own. Here's what I need read more

Reply best practices Companies CRM Enterprise

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 26, 2022 05:18

Hi @Edyta7510 , That's correct, you can create more than one, I'm not aware of any limit for this specific property type. Best regards! ...read more

Solved

aaron12 on December 27, 2021

Limiting users creating custom Views available to everyone

Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings read more

Reply Companies Contacts Deals

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1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 27, 2021 22:58

Hi @aaron12 , You're correct, this is unfortunately currently not possible. I think this is a valid request however and you could submit it to...read more

LHuffman on October 26, 2021

Activity Feed help needed. My users can only see HubSpot's 'samples' in the Activity Feed.

The members of my team cannot see any prospect notifications in the Activity Feed tab. (This question is not related to the "blur" after we hit our max free monthly limit on notifications. I understand that. This is a completely different question read more

Reply Admin Companies Notifications Settings

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2 Replies

LHuffman

Participant

October 28, 2021 06:20

Thank you for this advice and answer. We will make some adjustments over the next few weeks to see if this resolves the issue.

Solved

LRhodes on August 06, 2021

Splitting One Owner's Companies/Contacts Between 2 Teams

In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma read more

Reply Companies Contacts CRM

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5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 10, 2021 11:15

Hi @LRhodes , In that case, I'd suggest these settings: Sales rep: Primary team Ohio , Additional team West Virgina Contact/compa...read more

Solved

WSkworzow on June 10, 2021

My review has been deleted

Hi, My review has been deleted and I would like to know the exact reason for this deletion. I mean, which rules does my review violate exactly? Thanks in advance.

Reply Companies Free

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3 Replies

Accepted Solution

BrockFleming

HubSpot Employee

June 11, 2021 06:57

Sure happy to clarify here. The Solutions Directory is a place for clients to assess a partner's ability to deliver a particular product or service. ...read more

susilovati_cds on October 08, 2020

How to associate new contacts to existing companies?

Hi Community, So we had a need to import a number of contacts into HubSpot. The companies associated with these contacts already exist in the CRM. I went ahead and did the import but HubSpot re-created existing Companies such that now we have so read more

Reply Companies Contacts Enterprise

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1 Reply

JenBerenguer

HubSpot Employee

October 08, 2020 06:43

hi @susilovati_cds Here are a few things to note in relation to the issue you're facing: - When a new company is added through import, H...read more

Solved

PSid on January 19, 2017

Confused about different accounts

Hello I assume this is a simple problem, but I just didn't find the answer yet. I do have two hubspot accounts. 1. Here I can switch between the sales and marketing panel. On this account I also "host" all contacts and sending the emails read more

Reply Account Companies Dashboards Prospects

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4 Replies

Accepted Solution

MayPascaud

HubSpot Alumni

January 20, 2017 07:52

Hi @PSid , Indeed, in this situation the best thing to do would be to export all of your contacts, companies and deals from the B2C CRM, and i...read more

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