CRM

As of now, whenever I close a client, the close date attribute gets updated. So far so good. However, when one of this clients churns, the same date attribute gets updated and I no longer have access to the date the deal entered the "Won" stage. The...

the new dashboard in it's beta phase hasn't been a great experience. Its a lot less user friendly. The previous dashboard and its filters were incredibly easy to changed, edit, update, etc. When will this beta phase be complete so that we may h...

I'm sure someone has run into this problem before. I have looked around for solutions, but nothing seems to address exactly what my problem is. If someone can link me to a resource that does solve this, that would be great. Currently, I have imp...

How can you upload deals into Hubspot? I keep getting a Record ID error. I have the correct Record ID associated to each deal, but then Hubspot keeps giving me an error saying " "Record ID" is a read-only property, so no data can be imported to it."...

I am helping an organisation who wants to import members. However, the majority are children and using the email adress of the parent. The issue is with parents with more than 1 child. The system sees the email and thinks of it as a duplicate. How...

Hello Experts, I have encountered one issue recently with the mentioned topic while testing new workflow for internal lead routing. Background we used 2 key criteria based on 2 custom properties which were set up as follow (for form subm...

I'm trying to creste a filter a list so that only names that have not received an email in the past several months. I have tried this filter to no success: Last contacted is not between 05/01/2023 (EDT) and 10/06/2023 (EDT) or is empty ...

Launched Contact Properties page as part of the setup procedure and the page doesn't load

How do you create a field in Hubspot whose value is equal to the concatenation of several values specific to the customer file (for example, year created + month created + incremented number) ? I would like this field to be automatically created...

Hello, started working with playbooks recently and have a discovery call and rediscovery call playbook. One automatically associates with the company. But the other does not assoicate with the company when done on the contact. The associatio...

Dear Community, I'm experiencing strange behaviour when it comes to using Company Properties in email templates. Since a few weeks, it happens that the Company properties are not populated with the values of the associated company of a deal when...

For any business generating revenue from referrals, it is important to be able to track the customers and deals referred to and from you. I searched the forums and could not find a way to effectively link and track referrals (for both parties: t...