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Top Resources for CRM & Sales Hub

  • Best way to do a bulk email without Sequences?

    • Hi all, I'm a one-man band, so "Starter" at $15/month is where I'm at. Thus, I don't and won't have access to Sequences or fully featured automation. Marketing email is available, but I have an old 250-name list for which permissions don't exist. (Also, I don't want the look-and-feel of HTML email for this communication, anyway.) But I will definitely use personalization tokens. Templates are a good timesaver, but ... is there any way t ...read more

  • Fields containing links are not clickable in mobile app

    • Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However, some users are facing issues on HubSpot mobile app, both on android and iOS. On desktop they can press the links, but sometimes the links are shown as not-clickable/accessible on HubSpot. We have ch ...read more

  • Count Number of Options in CheckBoxes

    • Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (Not selected) - Product C (selected) Deal #2 - Product A (selected) - Product B (selected) - Product C (selected) Deal #2 - Product A (No ...read more

  • Best Approach to Learn Sales for Complete Beginners

    • i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory course? a lineup of courses from beginner to advanced list would be appreciated. thanks !! ...read more

  • Export Leads' data from the Prospecting workspace

    • I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (first image); joined with the fact that only paid Sales seats can visualize the Prospecting workspace's data, leaves our management team completely blind as to how the Sales team is currently performing ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
Reply Discussion Announcement
13 upvotes
0 Reply
NFox4 on October 15, 2024
Share customer contact information in internal email
Hello, I am building a workflow and I am wondering if I can include the contact information (primary contact email and phone number) in an automated internal email? An email is sent to other staff notifying them of the new deal and I am wond read more
Reply Discussion Professional
0 upvote
0 Reply
MThornett on October 15, 2024
Company name not being added to a company record after a new contact has been created.
Hi, I am having sa problem within my HubSpot instance. When I add a new contact, normally a new company is created using the domain of the contact's email address. Using this domain, the new company is created and the companies name is automatical read more
Reply Discussion CRM
0 upvote
0 Reply
DaveSchwa on October 15, 2024
Phone view cutting off picture and text
See screenshot, on desktop website looks very nice, but on phone view there is a lot of dead white space in between columns and my picture an dtext is being cut off. How to enlarge or shorten on phone view, picture and text?
Reply Discussion Starter
0 upvote
0 Reply
SarahHerbage on October 15, 2024
Expired contacts
Hello, I am wondering what the recommendation is for managing expired contacts? So if a contact has moved onto another company how do you manage this? I dont wish to delete the contact as A). they will have notes related to the company the read more
Reply Discussion Professional
1 upvote
0 Reply
SSaunders0 on October 15, 2024
Multiple Signatures
Hi, is there a way to have 2 different email signatures that you can toggle between?
Reply Discussion SNA
0 upvote
1 Reply
kennedyp
Community Manager
October 15, 2024
Hi @SSaunders0 ! Welcome to the Community-- happy to have you here 😊 As @Josh mentions in this thread You cannot have 2 signatures. ...read more
MPhillips4 on October 15, 2024
Deal Card View Flip Through
I have a client looking to take this deal card view but being able to switch through their deals and its information from this view. Any plugins or ideas? They would like to view and a bonus to edit the information.  
Reply Discussion Free Professional
0 upvote
1 Reply
kennedyp
Community Manager
October 15, 2024
Hi @MPhillips4 ! Welcome to the Community-- happy to have you here 😊 I am not sure this would be possible with the native tools. I want t...read more

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