I've created a custom "select" property form my Invoice. When I go to my Invoices and edit the views, I'm able to see the property I've created "Status," but I'm not able to change it's value to this property, which makes it kind of useless. Is ther...
Hi, I recently created an account and I'm testing the features Hubspot can offer. I saw I can send e-mails to a specific contact and I have the reporting and tracking of activities. I tried to send a test email to another address of mine but in ...
When I create a new deal, task or anything that can and should be associated with a contact or company, I would like to be able to populate the list of options from a filtered list of contact or companies , but I don't know how to do that. Actual...
I'm having issues with permission sets. I have assigned two users the same exact permission set, but one of the users (who even has a paid sales hub enterprise license) cannot edit even deals they own whereas the other user who does not have a paid...
Hello, has anyone had any experience connecting HubSpot with Formidable Forms and mapping fields to display entries on HubSpot CRM? I've already connected HS with FF, but not sure what are other steps, I understand that it's probably field mapping, ...
From time to time I need to archeive a property but I find it a bit of a challenge since the property is used in workflows, reports and views etc. like this: To make it clear, it is not my views. What I normally do is that i'm clicking throug...
This may be covered somewhere but I have't benn able to find anything. I am trying to export all company records, modify some fields, but primarliy add new contacts in excel and then re import all the data so that the new contacts are associated...
I have a question regarding date filters. Is it possible to create a filter that checks if a specific date set to a contact property(e.g. 11/20) is before today (including 11/20) or not? I would like to create a view that filters and display...
Hi all, I need a little advice. We are a B2B business, selling services to product manufacturers and suppliers. We are currently making the move from an internally-built CRM to HubSpot. HubSpot will continue be synced with our internal datab...
Hello, We would like to implement a popup notification system within HubSpot CRM that prompts users to provide additional information when they select a particular value for a specific property. For instance, consider a property named "...
Hello, I am trying to include a custom property on a Meeting form. When editing the property, I am unable to check the box to "Show in forms, pop-up forms, and bots" due to the box being greyed out. This is a custom Contact property ...
Hi everyone! I tried looking for a while now, but it seems no discussions on this questions exist. How to properly manage relationships between our users and contacts? What we want to achieve is for our sales teams to be able to create ...