I was just wondering how to turn this new board view on for the whole of my organization. Desired View Specifically, I want to enforce the option of having different board views, being able to filter using associated objects in this view Lire la suite

Hi community - I'm working on a funnel report, and it's not pulling in deals we've closed this month. I have each stage laid out, and data is populating. But, it's not pulling in data from the deals I've closed in November to date. Any litt Lire la suite

I am trying to define the best way to manage these two use cases. 1. The majority of leads received right now have to be entered manually. They are all referrals either from vendors, other contractors or existing customers. I am not able to edit Lire la suite

I used for 5 years Hubspot with my work e-mail. Two days ago, I created another hubspot account with my personal e-mail (a gmail). Different prospects, deals, etc... But now when I use the personal mail I can see just the hubspot linked to my prof Lire la suite

Bonjour Je voudrais créer un Workflow : Copier le contenu d'une propriété "Provenance saisie manuelle" qui est dans la fiche Contact vers la même propriété "Provenance saisie manuelle" qui est dans la fiche Transaction. J'ai déjà les propriétés Lire la suite

Hi everyone, I'm trying to create my email signature by pasting my HTML code, but when I paste it into the editor, I can’t save it. Is there any limitation or restriction on the type of HTML that can be used for signatures? Here’s the HT Lire la suite