CRM

Dear Contributors, We are a consulting firm with team members spread across multiple countries, collaborating to sell and deliver highly specialized services. While we are beginning to implement HubSpot, selling significantly more is not a primary ...

We are a subcintractor of a larger company who passes us work. Their sales team provides us with multiple opportunities and projects. How can i attach emails from those sales resources to only a specific project? We're currently getting a mix of ema...

I consistently give call feedback to my team in the comments section of the call recording. I'm wondering if I can pull a report of all the calls that have those comments, or If I can see how many times I'm tagged an SDR using "@"and their name. Ei...

Hello In Website Visits you can click the + sign to add a company to the CRM. Is their a way to automate this? Thanks Stan

Hi HubSpot Community, I’m looking for a way to remove or hide the “Lead Type” field from the dropdown in the Lead Stage Tracker view. Currently, it appears next to the lead stage and lead owner, but I would like to simplify this view and remov...

Hello, I have been trying for a week to clean out the crm contacts and companies, but it says i do not have the permissions even though my boss has tried multiple times to activate them. I have screenshots attached. What should we do ?  

Hi, I am configuring HubSpot CRM for a client and have Super Admin privileges. They are on SalePro and were already on HubSpot. For some reason, I cannot see the HubSpot system property "Close Date" on the property list for Deal>Deal Information ...

Hi Hubspot friends. I am a new hire and have been given access to contatcs by our super admin. However - my contact book is blank when I log in. Any help would be appreciated. (I have ensured that I have my contacts ticked under 'Contac...

Hello, I am creating an invoice and I would like to add a line under the full cost of the item to be subtracted as "Downpayment of 50%". How would I do that with it automatically generating to substract from the full cost? It supposed to lo...

Hey everyone, I'm wondering if anyone else has encountered a similar issue. Basically our team is looking to create a somewhat open-ended Sequence that activates whenever a deal is moved to Closed Lost from our Sales Pipeline. Basically the ...

Hi all, We turned off the AI feature to read our emails, conversations and tickets descriptions. Some people in our organization are afraid because sometimes we have customer credit cards, or sensitive information included on those. We`re tryin...

Hello, I'm trying to figure out a way to calculate quarterly revenue in HubSpot. We have the deal amount, we have the deal start and end date, as well as duration in months. We also have fields that have the end of Q1-Q4f or 2024-2027 dates as a co...