CRM

Hello! I need advice in this case. Not all contacts from registration forms are displayed in filtered views. In the Contacts menu, I created a view and in the filter selected for it several registration forms from which I want to see contacts. ...

Is there a way to bulk edit list membership from the contacts index?

Hi all, I uploaded a list of contacts in one of my marketing emails and I'm rececieving a message sayings the list will not be included in the send. I've done it the same way for a long time but now it's not working. I do have a ' Mar...

Our sales team is included in all mass emails we send to customers. This team changes frequently, so a manual update of the sales team list is required quite often. If only this team was already logged in HubSpot somewhere... Oh yeah! They're al...

Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o...

I have converted an active list (based on filters, such as properties) to a static list. Now I'm trying to archive a property from a Contact object that was used in the initial definition of the active list. This is however not possible, as the stat...

Hei! So a colleague of mine has asked me if it's possile to organise a list by company. There doesn't seem to be the option to organise using the arrows with the Primary or Associated Company columns like the others (see image). Am I missing ...

hi team. I'm wanting to create a list, on 12 month anniversary of deal, 24 month anniversary of deal and 36 month anniversary of deal. my thoughts were a list, where the close date is >364 and less than >366 to get some data, however it s...

Hey HubSpot Community i am having a really tough time trying to figure out this Unengaged Contact List. My company send marketing emails and sales emails. I am trying to create a list with any unenganed contacts that haven't responded to any sa...

Hi! We have a goal to create a List, where we filter by Contacts that have NO connection to Custom objects. Is that possible? Currently we can only filter by 'including' connection between Contact and Custom objects. Thanks in advance.

A contact can have multiple deals and multiple line items associated with each deal. All I am trying to do is identify only those contacts, who across all deals, across all line items only have a particular line item ever purchased

Hi, I am trying to build a list that contains contacts associated with an open deal in my pipeline, but these contacts have never been associated with a deal that had a stage = closed won in the past. My main issue is, I have contacts who a...