CRM

Hello Friends! I need a multi-select field where if "other" is selected, a free entry text field is enabled (and required). Early stage prospecting, we have a list of known values but are still gathering additoinal information from the market. W...

Hi everyone, I’m part of a small startup, and we're exploring different tools to help streamline our sales operations. We’re considering using HubSpot’s suite of products, but I’m a bit overwhelmed with all the options available. For tho...

Hello you wonderfully knowledgeable people! I am a content creator and blogger and have a large database of 1K+ contacts of people I can work with (brand contacts, SEO agencies, etc). I email them periodically and use a spreadsheet to make a no...

I have used Hubspot before with another company, so I imagine they had items set up. properly. I'm importing 700 records, I keep getting errors on the email fields. I've triple checked the emails but this keeps happening. The import completes with z...

New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Real Estate). My goal is to set up a (simple) Sales process for a (kind of a) Real Estate Seller Agent model, i.e. our...

Hi HubSpot Community! I'm new and I was wondering if you could walk me through how to sort by a column for all of the pages of my contacts. I recorded a one-minute Loom video to show you what I mean. Please review and let me know how to...

I am excited about trying to get HubSpot all set-up and import everything well. I have a few questions. 1) Our companies have both actual addresses and mailing addresses. I would imagine others use both of these fields, as well. How do you do ...

Dear All, Im still getting used to the novelty of Hubspot and was trying to find the answer in the tutorials but could not find a clear response. We currently do have different Pipelines (Sales/Recruiting/BD). When creating a deal however, a...

Dear all, I hope you can help me with this particular situation: Me and my colleague are using 2 different accounts and figured that it would benefit us to become 2 users of the same account in order to align our CRM processes. I exported all my ...

Hello, We are a construction service business. We work numerous on-site for numerous builders and subcontractors. Usually we approach our sales in parallel which starts the moment the project is awarded to a builder. We will check for an existin...

Hi All, I feel like this is a very basic question but I can't find the explanation anywhere. When creating a new property on deals, what is the difference between the use of Deal Activity and Deal Information? Thanks, Marta

I have exported all properties using the 'Export all properties' button like so: Is there a way to now import the exported files into another Hubspot instance? Instead of having to manually add each property and it's values.