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DEllis-Hill on May 24, 2022
HELP! I'm trying to add a mandatory field when setting up a deal to monitor which source our leads came from? E.g. referral, Google, LinkedIn, Email, repeat business, etc. I want to be able to monitor what is and isn't working in terms of our p read more
0 upvote
3 Replies
Hall of Famer | Partner
May 24, 2022 03:18
Hi @DEllis-Hill , Have you reviewed the link that I shared? It's explained step by step there: https://knowledge.hubspot.com/crm-setup/set-up...read more
JKilgore on May 23, 2022
Hey Everyone, over the weekend, the contacts page for hubspot changed view to have boxes around each property and on each contact. It is extremely clunky. Is there any way to change this back to the normal view? Thanks!
1 upvote
4 Replies
Member
May 24, 2022 09:42
Yeah I don't understand this change at all. At least give us the option to change back.
Solved
BethCox on May 23, 2022
I seem to have connected my outlook email to hubspot from hubspots side, but emails sent to my outlook account are not appearing in Hubspot. Is there something I need to set up in my outlook account to make this work?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 23, 2022 04:05
Hi @BethCox , Emails are only logged to HubSpot records when they're replies to emails originally sent from HubSpot or the HubSpot Sales ex...read more
SBesliu on May 20, 2022
Hi, I would like to create a workflow to clear the contact and deal owner once the Hubspot account of a user is deleted. I wanted to ask if its possible ? Thank you!
0 upvote
1 Reply
Hall of Famer | Partner
May 21, 2022 04:17
Hi @SBesliu , Yes, this can be done but you have to specifically select these inactive owners in those workflows: (When users ...read more
CHaze on May 19, 2022
Hi Everyone, Recently Hubspot has changed the layout in their main areas (Contacts, Companies, Deals, etc.) The change inlcudes a more grid like appearance and smaller font, both of which make it harder to read. Is there any way to incre read more
0 upvote
1 Reply
Community Manager
May 20, 2022 12:25
Hi @CHaze , Thank you for your feedback, while there isn't a way to increase the font size without magnifying the page, I would recommend sha...read more
yangl837 on May 17, 2022
i'm having trouble with password resets/loggin in. i would reset a password then log out and then try to log back in with new password and get below error: This doesn't look right. You've entered an invalid password. For more detail on why t read more
0 upvote
1 Reply
Community Manager
May 18, 2022 02:11
Hi @yangl837 Thank you for reaching out! Could you follow the steps of this article ? If this doesn't help, please submit the form at...read more
SGrenier on May 17, 2022
Hello, I'm new and unfortunately my onboarding advisor is on vacation this week. We are moving to HubSpot for our CRM and Sales pipelines. In the admin account I have set up all the properties we need for Business information and Contact informat read more
0 upvote
1 Reply
Hall of Famer | Partner
May 17, 2022 00:50
Hi @SGrenier , Properties and pipelines are created for all users, not just for one. In that sense, they don't have to be recreated by other u...read more
Solved
PZickert on May 16, 2022
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 read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 16, 2022 21:29
Hi @PZickert , Navigate to Settings > Objects > Deals > Pipelines and make sure the correct pipeline is selected in the dropdow...read more
RosieHCP on May 16, 2022
Hi There, My business's super admin has not been getting Hubspot emails and hasn't logged in in awhile. Because of this, she cannot reactivate her account, reset her password, or access anything. We realized when chatting with the Hubspot team t read more
0 upvote
5 Replies
Community Manager
May 17, 2022 13:40
You're welcome, @RosieHCP ! I'm glad to hear that she's helping your team move forward 🙂 Cheers, Kristen
sijaffer on May 14, 2022
HI, A couple of question before I get started with Hubspot: If I do sign up for the CRM Suite Starter for $50 on a monthly basis, can I change to the $45 for the full year after I have tested it? Will the subscription price increase to the n read more
0 upvote
1 Reply
Community Manager
May 16, 2022 06:01
Hi @sijaffer , thank you for your interest in our premium tools! I'd recommend reaching out to our Sales team for the most up-to-date inform...read more
MVictoria72 on May 13, 2022
Well as the subject says. I've changed my logo, icons, colors, everything, but it won't change in my quotes. It will change my user logo, but not the company logo. No matter if I use a template, it will still remain as the default profile read more
0 upvote
3 Replies
Community Manager
May 17, 2022 01:34
Hi @MVictoria72 You should be all set! Please note that these changes will only apply to quotes created moving forward, not already...read more
Solved
HMasson on May 13, 2022
I have a bunch of contacts that are using company emails but should not be associated as contacts to that company record. Is there a way to remove that domain from the contact>company association?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 13, 2022 10:56
Hi @HMasson , Yes that's possible, you can find the instructions here: https://knowledge.hubspot.com/crm-setup/automatically-create-and-assoc...read more
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