Hello hivemind! I've created a deal record customisation for a particular team. All the cards are in the right places, and I've assigned one member to the team as a test. I've also removed her from all other teams on Hubspot, so this is her only read more

Hi, I have a conditional property for which the dropdown options of the dependent property are not correct. This happened when I added extra dropdown options to the dependent property; the new options don't appear in the conditional property, ni read more

I want to create a series of product properties which will autocomplete based on several company properties, not a hard task so far (workflows). Some of these product properties will be pricing info and several different prices will be applicabl read more

I have a need to calculate margin per year on a multi year deal because my costs may change from year 1 to year 2. The best I can tell, there is really no way to aggregate any line item data for use like this. For example, if I had a product it read more

I just >claimed fundraising tool< and my pipeline in deals is gone. I used only default one. I've got two options of selecting pipilnies. "All" where I can see total mess. There are headlines of old deals but they are assigned to some numbers read more

Hi everyone, Can someone tell me what it means that "a lead is associated"? I can't seem to find the answer anywhere and don't really understand it myself. Thanks and have a great day!

For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. read more

Hi - wondering if it's possible to add a custom Summary Property to the footer? The current options are "Total Amount", "Total Weighted Average", and "Average Amount". Would love to add another to aggregate a custom field if possible.

Hi, I've tried searching and can't seem to find exactly what I'm tyring to see if possible. I've got access now to 2 separate hubspot accounts. I've setup individual pipelines for the sales team on each account to manage the deals but now I n read more

Hi, our team is looking to set up permissions so that our sales reps have access to deals that are assigned to them and can change information within the deal including stage, priority, notes, etc WITHOUT being able to change the deal owner. Is this read more

Hi - logged in to Hubspot and saw a new banner displaying "Insights" at the top as a beta feature. Here is the article describing the feature: https://knowledge.hubspot.com/crm-deals/review-data-insights-on-deal-views We don't want this d read more

Hey all, I would like to add more data highlights but the setting does not let me add more then 4. However you can see that there is space for 6 boxes. It would be very kind to help me out and let me know how to enable this please 🙂 Thank you read more