CRM

I would like to create a contact list with all contacts associated with a company in a deal. I don't want to add all the contacts to the deal as they might not be key players, but would like to filter for the associated company in a deal so I can st...

Hi HubSpot Community, One of my coworkers is experiencing some strange issues in our HubSpot portal that the rest of the team isn't seeing. Specifically: The "Mark as Signed" button is missing for her on the quote records. Everyone else see...

Hi all, We've implemented a customer health score using the new beta feature and would like to visualize it in a HubSpot dashboard with the following insights: Average health score over time Health score trends by industry Biggest cha...

Hi, I want to display full name in the deal section in the screenshot shared below. I tried creating a custom property with property sync as field type. I have selected Contact object from associated record type but from the prope...

Hello! I'm using our CRM to track contacts from many organizations whose email domain does not match the organization they are from. As such, Hubspot keeps creating new companies and automatically associating them with contacts. Even after I go to m...

Hallo HubSpot Community, ich habe vom Kunden eine Liste mit Kontakten und den zugehörigen Order-IDs bekommen. Jeder Kontakt kann dabei mehrere Bestellungen haben – teilweise bis zu 26 Orders mit jeweils Order ID, Order Date und Order Amount. Akt...

When I assign a property card to a specific view in HubSpot, it applies the changes to all views instead of just the selected one. How can I fix this issue to ensure changes are limited to the intended view only? Additionally, I encountered the ...

Hi I am considdering moving my Account management team into HS. but I am not sure if they shoud have a sales seat and use the Sales workspace or they should be service Hub and use the success workspace. they are mostly sales driven however, I like ...

Hi. I have been playing around trying to find a solution for hours, but am stumped. FYI I am on Sales Starter. I have multi tier pricing to my customers, based on their location and other demographics. I provide them with a quote, and have about...

How can a small startup team set up and adjust (customize) HubSpot CRM in the smartest way to fit their needs and work better?

HS currently keeps the NPS scores under the Contact properties, but I would like to also see a property for it under the Company properties. Specifically, I want to display the average...

I have a list of past meetings in HubSpot where the meeting outcomes are blank. I tried importing updated data to fill in the outcomes, but HubSpot says existing meeting records can't be updated. Is there an alternative way to bulk update meeting ou...