CRM

Hey, I'm trying to find a way to prevent my sales team from deleting activities in HubSpot. Unfortunately, it seems that there isn’t an option to restrict this in the permission settings. Has anyone faced this issue before? If so, how did you h...

Hi All, I am Kamal Hinduja resident of Geneva, Switzerland. I'm thrilled to join this community. Can anyone share steps How to Implement and Customize a CRM? Thanks,Regards Kamal Hinduja Geneva , Switzerland

Hello everyone, We run a B2C business where 100% of our leads (prospects) are inbound. We are considering HubSpot Sales Hub and are facing a discussion whether to use Leads for early stages (New/Attempted/Connected/SQL/Disqualified) and Deals fo...

How can we add project photo attachements to a deal profile from the HubSpot phone app? Want to add as an attachment, not in notes.

We're relatively new to HubSpot and the global search function has been working great until yesterday. We have a deal call "15 Golf Links rd Lots 7-8, 18706 Q13557 O18706". If I search using 13557, the deal is not found. If I seach using Q13557, the...

I'm looking for a way to tag people in my networking group, so that I can filter them to add them to certain emails and exclude them from leads. From my understanding there is no native tagging feature, and the third-party option HubTags stopped...

I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field. How do I do this? I have a list that has that data that I want to im...

I'm increasingly coming across B2B companies with no website domain (and no intention to ever have one). Is this something HubSpot is monitoring - as many online businesses are becoming solely social-based. Given HubSpot's reliance on domain name fo...

I need advice / help please. We have a huge global partner, with thousands of Sellers. These SELLERS are in HubSpot and are often involved with DEALS for multiple COMPANIES. Therefore, we want to track (at CONTACT level – but relating to ...

Hi, So we have a bunch of line items and when a deal is won, we have a number of workflows for ex one posting on Slack that we just signed a customer. I want the post to list ALL product items (selected from line items) but it only takes t...

Hi All, Looking for a bit of advice on Lifecycle Stage changes. So ideally I am looking for a situation that when a deal is closed lost. All the contacts associated to the deal go to 'Subscriber' (for nurture), All Contacts that are not associat...

Can a custom form be created that logs a meeting as an activity and allows editing of Company-level custom properties? For instance, if a salesperson is meeting with a customer, they want to create an activity (a Meeting), categorize the meeting ty...