CRM

Hi We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0. Essentially I want to marke my Margin field man...

Hello everyone. We have merged all existing data from the last 8 years of business. This means cleaning and adding a lot of deals, with different data sets. So far so good. From 2017-2019 we didnt track a create date, just manually addin...

Hello HubSpot Community members ! As we all know, HubSpot recently released a product update allowing us to add additional "Lead pipelines" to the LEADS object. This is great BUT... how can I control in which leads pipeline a new leads record wi...

I would like to standardise for everyone in the team the properties they see when they open All Contacts. Is that a possibility? So if I click on CRM > Contacts how can I edit the columns to have them appear in the view set by default for all...

I have a workflow that when contacts come in from our website a deal is automatically created on our pipeline. However, I am unable to copy over the contact 'company' to the deal's associated company. Please help 🙂

How to modify property settings from drop down select and change it to multiple check box ? Is the manual tideous tsak to do it by hand th eonly solution ?

I’m looking into options for bulk merging duplicate contacts in HubSpot. Can you let me know if there’s a way to do this using HubSpot’s built-in features? Also, are there any alternative methods or add-ons that might help with this process? I’d...

Hello! I've been using Sales Hub Professional for about 6 months. The endless customization is amazing, but can be overwhelming at times. I'm pretty sure that I've been doing everything wrong, however just need to do the best I can right now a...

Hi everyone, I have a list of contacts that I need to cross-check with our Hubspot database to see if they are already there. If they aren't, I need to add them to Hubspot. Could anyone suggest an effective and efficient way to accomplish th...

Hello! I have a few questions regarding the best practices for managing leads: Handling Leads Post-Deal Creation: When a company becomes a qualified lead and a deal is automatically created in the pipeline, and then the deal is won, should I...

Hi, Is there a way that when I add a contact, whether manually or via an import the Industry will manually update and match that of the Account/Company associated to? Also, is there a way that I can update all the contacts Industry if known ...

Hi, what do you consider as best practice for country association between contacts, companies and deals? at the company I work for, there are 4 different fields that represent the country field. Some of them are single-line text while others are dr...