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  • BVazquez on July 28, 2021
    0 Upvotes
    1 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.
    Recognized Expert | Platinum Partner
    July 28, 2021 11:38
    Hi @BVazquez , You can use workflows to automate changing the lifecycle stage. The biggest consideration here would be the criteria that the p...
  • HenryDufloth on July 28, 2021
    0 Upvotes
    2 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...
    Participant | Diamond Partner
    July 28, 2021 10:49
    Hey @karstenkoehler , I did try restoring the Workflow and checking and such but to no avail. I just came back to the post to comment that th...
  • Solved
    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? ...
    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...
  • 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
    Participant
    July 28, 2021 08:48
    Ok thanks Karsten!
  • 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...
    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 ...
  • Edyta7510 on July 27, 2021
    1 Upvotes
    5 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...
    Recognized Expert | Platinum Partner
    July 28, 2021 11:02
    Great @Edyta7510 this functionality was not available for everyone yet, so glad to see you could do it! If this solves what you want to acco...
  • 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 ...
    Contributor
    July 27, 2021 07:51
    Makes sense - thank you for your help. Cheers, Emma
  • 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...
    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...
  • Qizzle on July 26, 2021
    0 Upvotes
    2 Replies
    When you are looking at a company record, you can view any deals on the right-hand pane. It would be good if you could also see the contact associated with the deal (the same as you can when you look at the cards on the Deals screen).
    Most Valuable Member
    July 26, 2021 23:42
    Hi @Qizzle , Did I understand you correctly that you do not only want to see the associated deals on a company record but the associated cont...
  • Solved
    oceansky on July 26, 2021
    0 Upvotes
    3 Replies
    Hi, how can we add multiple emails for one contact in Hubspot. I have a insurance client who wants to keep track of all the family members but prefers to create one main contact in the database and add the email addresses of other family members to...
    Participant
    July 27, 2021 08:19
    Thank you! This seems to work for me.
  • Conzo427 on July 26, 2021
    0 Upvotes
    1 Replies
    We can track lead converstion rates from a specific source pretty easily, however we want to track the conversion rates for the fresh leads only. Presently if a rep can't close a lead when it comes in they will take it out of their name and mark it...
    Most Valuable Member
    July 26, 2021 21:01
    Hi @Conzo427 , You would have to create assisting custom properties here to take that one-time snapshop. It sounds like the main thing you w...
  • Solved
    Nish on July 26, 2021
    0 Upvotes
    1 Replies
    Hi, Can someone tell me how I can add social media links of my leads/contacts while creating contacts???
    Most Valuable Member
    July 26, 2021 20:32
    Hi @Nish , There aren't any default contact fields for social media links but you can create custom fields to store this information. (It look...
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