CRM

Hey All, We sell products in different boxes, so for example: Articlecode 1001: productname: "AT" Box of 1 Articlecode 1002: productname: "AT" box of 2 Articlecode 1006: productname: "AT" box of 6, etc.. I want my team to see at a company ...

I have tried clearing the cache, opening in incognito and updating the browser, but still no luck. Can someone help me?

I'm getting a constant error telling my Excel spreadsheet can only have 1 sheet and it's got 3 (first it said 2, now it says 3). It's literally 1 sheet? Any ideas?

At our organisation, we're creating a folder of dynamic lists called 'data problems'. This is a list of companies or contacts (and hopefully, deals ) that have some required properties missing, associations missing, or just generally incompatible d...

Hi there, I am facing the following situation: My Hubspot account is synced with my product via API. I am creating contacts by sending the user detaills (name, email...) I collect in the registration process to a Hubspot Form. What's happen...

Has anyone found a workaround to use the "Set property value" action in a workflow to update a property field on a Line Item? It's currently not available in the dropdown for that action. I'm trying to use a workflow to auto-populate a field on...

Hello there, I am currently evaluating Hubspot for my company, hence I we will most likly upgrade the plan to professional. Also hope this is the right board to post on. When I want to follow up on a client, be it offer, questions, information, ...

I am trying to create a report Pivot table to be shared with one of our clients where I divide the deal stages and properties of deals in each row. I am stuck in a place where I need at least 10 rows of various statuses to be shown to the client b...

Hey all! I was setting up my HubSpot with existing leads and needed to start over because I was duplicating records instead of updating. I deleted all of them successfully and no Contacts show up in "Unassigned Contacts" or "All Contacts" but I ...

Hi There, Just curious to know the difference between Legal basis for processing contact's data(HubSpot Default Property) and GDPR options. Seems like both are the same. Can anyone help me? HubSpot Default Property: GDPR options...

We are using Danish, Swedish and Norweigan kronor/kroner for different deals, but since they have the same code (kr), we cannot differentiate when looking at for example the line item view. Is there a way to set up so we choose the sign for the curr...

Hi everyone does anyone know why 'number of employees' or 'total revenue' is blank here? is it because they are company propreties and I am in the contact level? How can I get them to show there? Would creating a list be the best way to s...