CRM

I would like to make custom fields that only certain teams can see (it's related to commissions so we do not want users seeing it).

Hey guys! I have some troubles in the CRM: for example I edited properties in "companies" and changed places of the columns, but when I sign in again, it is changed again. It was already a few times I set it as comfortable for us, but it went back ...

Hi everyone, We have set up deal pipeline rules to prevent users from altering closed deals. So far, so good. Now this happened: a user altered a line item in a closed deal and was then prompted to update the deal amount, which they did. Thi...

How should users be able to sign in or create an account on your community website or app?

I am trying to build a dynamic probability based on two existing properties, so we can report a more accurate deal probability. Our deals are often very long sales cycle, so we plan to create a matrix of both Deal Stage (project stage based) and Dea...

help! i wanted to delete custom link labels in bulk so i created a workflow but now ALL contacts are unlinked from the companies! can i fix this?

Currently when in a Contact page you can click into "more" on an associated Company preview and choose "Set as primary", it then creates a box within the preview designating it as the "Primary" company. I would like to replicate this on the...

Don't know about anyone else, but my attempt to follow the chatbot's instructions for importing my contacts to use the free CRM was fraught with unresolvable difficulties from the beginning. I am ready to throw in the towel. None of the instructio...

Hi, everyone, The last request for today - List of leads not touched for 90days Automated message to the owner of the leads that there was no interaction in the last 90 days, and these leads are available to everyone from now on, via interna...

Hi, there, Another mystery report to create, where I need your help, taking into consideration I have SAL and SQL as separate properties in HS, created by me, with populated data. Thanks.

Hi, colleagues. I. struggling to build the report based on the requirements below: SQL to SAL conversion -> Q2 for baseline data I have SQL as a property created and marked by YES or NO based on the criteria (Lead Scoring model), marked ...

Hi everyone I'm looking for some advice or best practices on how to handle a contact who should be reachable via two different email addresses in HubSpot. In our case, the same person uses Email X in some contexts (e.g. private) and Email Y...