CRM

Currently Deal Board Views are organized by "Stage" I would love the ability to organize the Deal Board View by a custom dropdown select property. The reason for this is because within each of our deals, we have sub stages/statuses that specific...

I thought this would be straightforward but for some reason it won't work when I test it with one contact. We have two contact properties that are the same: Linkedin Profile URL and Linkedin URL. All I want is to copy any values in Linkedin ...

Hey everyone, So I have the following (number) properties in Hubspot: Contact: Count_of_contact_active_touches Company: Count_of_company_active_touches All I'm trying to do is to add up the values of the contact property across all con...

Hey All, Wondering if anybody has a workaround where we are able to move Lifecycle stages backwards. To give context when a lead disqualifies for us we want to put them in to a Cool Down phase for a month where they dont receive any marketin...

In Hubspot CRM, I want the company properties such as Employee Range Industry Annual Revenue City/Country Company name Website Number of Employees to be autoupdated with correct information. What's the best way? any best tool integrations or...

Hi, I have multiple deals with the same company and it'd be great to have a custom reference number allocated with all my deals. It will make my life easier to create, submit, and track proposals/quotes I have sent. What I want is whenever any...

Hi, I see a lot of posts discussing the board and card view. Can someone help me with creating custom properties? I have two pipelines for 2 different products. The offering is completely different so the properties are different as well. I ca...

Hi there, Has anyone worked out if you can remove some Navigation panels under Companies. If you click on a contact, you can see "Activity" "Notes" "Emails" ...etc. Has anyone worked out how to remove these?

What would be the best way to track two-way communication Between a sales rep and a contacted customer in workflows or programatically?

I'm doing a test run to see if we can import multiple deals, all the other fields map, but Record ID keeps saying it does not recognise the input, I've triple checked and the ID is correct, I've also exported all our contacts and found the cust...

Hi, I modified the dashboard access for some of my dashboards to "Owner only" (which is me). However, people are still able to access the dashboards (and they are not admins). I made the changes a few days ago and its still not working. Has ...

Hi all See attachment, is this a bug?