CRM

I have created many tasks across several regions that we serve to follow up with clients. I've been instructed to focus on following up with clients in one particular region. I would love to filter down tasks to that region but there is no option to...

Ok, in Leads, I have been trying to use the priority field as built. I'm a little confused about how to use it beyond advanced filtering. When I go into the leads object and try to sort it, it doesn't seem to make sense on the order it sorts. It's...

Hi, i am looking for a posibility to clone a pipeline. I have one, with a lot of configuration. I need a second one with the same configuration just a other name. Thanks

Hi all, I'm creating a workflow so that a task can be created when a deal reaches a certain stage. Then I want to use "Edit Record" to mark this task as completed after a certain period of time. Question : When Edit Record updates the task...

If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use?

We are using a free version of HubSpot. I have full admin privileges. I can't add any new Properties because it says we are using 10 out of 10 of our custom Properties. However, when I filter our Properties, I only see 8 listed: 4 were created by ...

Hey there, I want to set up an SMS reminder for a meeting that is sent 15 minutes prior using Sakari SMS, how can I go about this? Thanks!

Hi HubSpot Community, Our team has a high volume of meetings, and we’re exploring how to automate the process of logging meetings and capturing notes in HubSpot based on calendar data. Here's what we're trying to achieve: We want to build...

Why do contacts get marked as 'Finished' in a sequence despite they don't meet the unenroll criteria (either replies or clicks a book a meeting link), is 'Finishing' contacs that don't meet that criteria in various steps in a sequence ??!!

We have clients that need to receive order confirmations (order confirmations are email templates) based on email addresses found on a company. These order confirmations need to be sent out when a deal is in a specific stage and in a specific pipeli...

hi, i want to add primary company label for contacts whose has only one company associated. i tried to import the file with record id, company id and priamry company id but it doesn't work, please cna you help tahnk you

HubSpot is new to my organization and we are slowly migrating towards it being the CRM source of truth. The integration is set up between our old CRM (NetSuite) and HubSpot, but the team is still working primarily out of NetSuite. While we work some...