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. Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

Reading Edit price and term details in the line items editor, which states, "Applies to all prducts and plans" "After you create products in the product library, you can associate instances of the products as line items with your deal records. Leer más

I need help figuring out how to format the output of a calculated property. We have a calculation deal property called "NRI" that needs to go out 8 decimals (0.00000000). Currently, it only calculates out to four decimals and then rounds. Th Leer más

I know that I can create incrimental deal probabilites in my pipeline stages, for example 5%, 15%, etc Can I save those probabilites so that they're available on other deal stages? In addition to the standard 10%, 20%, 30%, etc, I would like to Leer más

I've created a new area to choose Closed Won Reasons from a multi-select drop down, but I'm wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pu Leer más

The Amount property on our Deals recently changed from a manual entry into a drop down with options to select that we never inputted into our system. It seems to be a coding issues on the back end but I'm having issues getting assistance. Has anyone Leer más

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 Leer más