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  • Where can I find files that I directly attached to a deal record?
    northstarcomms on July 30, 2021
    0 upvotes
    1 Replies
    I tried to find files that I attached directly to deal records in the Files section under Marketing, since there is no other obvious place to look for these attachments. The reason is that I would like to be able to find the file that I attached to...
    Discussion Free
    karstenkoehler
    Most Valuable Member
    July 30, 2021 07:46
    Hi @northstarcomms , If you attached a file to a deal record , it's only available there. These files are not automatically documented in the...
  • How to see where an SQL went
    fboyle on July 29, 2021
    0 upvotes
    2 Replies
    Hi, what's the easiest way to track where sales funnel stages go?
    Discussion Contacts
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 21:33
    Hi @fboyle , Can you please eaborate more what you want to track here? You taling about deals and deal stages? How many deals in deal stages? Somet...
  • Certain products only available for certain companies
    Thomas_Vanguard on July 29, 2021
    0 upvotes
    2 Replies
    Our client does special pricing on some products for certain clients. In their product library, this is a new product with a different SKU, to help tell it apart. In Salesforce they could tag that SKU to a company ID so it was only available f...
    Discussion CRM
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 21:36
    Hi @Thomas_Vanguard , You are right. There isn't any such feature available in HubSpot yet. You can pit this idea in the ideas on the community...
  • Customise Line Item card in associated Deals
    Thomas_Vanguard on July 29, 2021
    0 upvotes
    2 Replies
    Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be...
    Discussion CRM
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 21:44
    Hi @Thomas_Vanguard , Unfortunately this customisation is not possible yet but as @Thomas_Vanguard suggested you can pit this in community ideas...
  • how to Change the lifecycle MQL - SQL in automatic?
    BVazquez on July 28, 2021
    0 upvotes
    2 Replies
    Hi! I'd like to know how can I change automatically the lifecycle of my contacts in automatic. For example from MQL to SQL. Thanks 4 your time.
    Discussion Enterprise
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 01:09
    Hi @BVazquez , You can achieve this by a simple workflow. What you need to do is to go to workflow > create workflow > start from scratc...
  • Cannot delete custom property because of In-Use?
    HenryDufloth on July 28, 2021
    0 upvotes
    3 Replies
    So I am trying to delete a Custom Property (Date of Demo Call) but HubSpot is preventing me due to it being in use in a Workflow (See attached ScreenShot). I have both changed the Workflow (Fill Date of Demo Call) to not include this proper...
    Discussion Settings
    karstenkoehler
    Most Valuable Member
    July 28, 2021 20:19
    Glad it's resolved now!
  • Solved
    Identifying Deals where "Property A" is greater than "Property B" ?
    MattDavirro on July 28, 2021
    0 upvotes
    2 Replies
    Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? ...
    Discussion Deals Enterprise Reports Workflows
    karstenkoehler
    Most Valuable Member
    July 28, 2021 09:17
    Hi @MattDavirro , Yes and no. By default, this is not possible. Number filters in lists and workflows only accept numbers, not other propertie...
  • Document Based Workflows
    HannahSarsfield on July 28, 2021
    0 upvotes
    6 Replies
    Hi, I would like to implement a compnay based workflow based on the number of contacts at that organisation who have downloaded a document - can this be done? Many thanks, Hanah
    Discussion Workflows
    HannahSarsfield
    Participant
    July 28, 2021 08:48
    Ok thanks Karsten!
  • Same Domain for multiple clients
    MHibbler on July 27, 2021
    0 upvotes
    2 Replies
    Anyone have experience with this and know how I can fix it. We have two clients with the same email domain. We were able to have the contacts separated by the two groups and the emails would route appropriately. but it seems like there has bee...
    Discussion Free
    webdew
    Top Contributor | Diamond Partner
    July 27, 2021 21:30
    Hi @MHibbler , I am not aware of any such updation in HubSpot. Can you please elabortate more what two grouos are you talking about..like, how ...
  • Logging emails on a deal / associating contact to a deal
    Edyta7510 on July 27, 2021
    1 upvotes
    6 Replies
    Hi All, During a regular touchpoint with my sales team, the following question came up: What is the advantage of assigning a contact to a deal? My first thoughts are the following: - tracking purposes - if deal needs to be reassigned to...
    Discussion Contacts CRM Deals Enterprise Sales
    Edyta7510
    Top Contributor
    July 29, 2021 04:38
    @Lucila-Andimol It is available to myself, but not all sales users (weird!) - is this because of any beta testing? or operating system. I use out...
  • Option to copy properties to multiple levels (deal, company & contact)
    emmathompson_0 on July 27, 2021
    0 upvotes
    6 Replies
    I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a ...
    Discussion Developer
    emmathompson_0
    Contributor
    July 27, 2021 07:51
    Makes sense - thank you for your help. Cheers, Emma
  • How to import blank fields without receiving an error message
    VSowden on July 27, 2021
    0 upvotes
    3 Replies
    I've recently set up Hubspot for my organisation and need to import all of our contacts into the CRM. We have many different kinds of contact, but since we are a very small charity and are limited to Hubspot Starter, we do not have access to the hig...
    Discussion Starter
    karstenkoehler
    Most Valuable Member
    July 27, 2021 04:09
    We've all been there, @VSowden 🙂 Glad it's resolved. If you consider this thread closed, you can help others find this information by mar...
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