Hi Team, I’m trying to find a way to generate a list of companies assigned to me in the CRM that I have personally never contacted, neither by email nor phone. Some of these companies may have been contacted by other teammates in the past, read more

Hello! I am curious if there is a way to have separate association cards on company records based on the association label. Example: We work in healthcare IT. We have a current set up of the following association labels. - Facility (child) - Net read more

Hello! I am wondering how I can move a contact from one list to another without losing any data that has been assoicated with that contact. I will be using different lists for different marketing innitiatives. If a prospective client ends up sig read more

Does anyone have any experience creating a Marketing Request Form in HubSpot? We want to have a form for internal team members outside of Marketing to request collateral, giveaways, permission/funding to attend events, etc. Ideally we would rat read more

Hi, I would like to know if it's possible to edit activity dates, like the date in which a deal was moved from a stage to another. The problem is that in some months this activty was done in an inaccurate way, so we need to change some of t read more

Hello, our target clients are 'companies' so in our HubSpot we mainly have companies but create contacts for the email element and marketing. When we email out of outlook and we 'log' the email on the contact and search for the company and log it on read more