CRM

I have created a Customer Object, Location. There are fields in the Object that we need for reporting purposes. This now appears on the righthand side bar but until a ticket is created and saved it can't be used whilst the ticket is open. Therefore ...

I have Superadmin status, but when I go to edit most fields in a contact, the save icon is not appearing in the left hand menu. In the LH menu I can edit the name at the top, plus the phone number; but not the other fields. It was working perfectly ...

Hi, I would like to add the number of hubspot meeting per contact in a dedicated field. Do you know how to do this ? My client sell coaching, so each meeting will be a credit. Thank you for you help

I want to setup a new pipeline in Hubspot for our sales team as were expanding in to the US. How can we have their deals in USD but keep the canadian pipeline in CDN. Thank You

Hello everyone, for a few months now, we've been having issues with storing notes and tasks in Hubspot CRM. Multiple employees have reported missing some notes or tasks they have saved to a particular deal or contact. This happens occasionally -...

In my business, a contact may be associated with multiple hotels/venues. We could sell a deal at one hotel that they are associated with and they would be associated with that deal, however, future opportunity will still exist with them be...

Hello, our team schedules physical meetings for our sales representatives in customers' home. By default in Hubspot, each team member has to connect his own Google calendar tied to a specific email. Therefore when our call-service team member...

Has anyone migrated data from GrowthZone to Hubsport?

Hi, I want to display the Hubspot field 'Mobile phone number' in the contact association card, but the mobile phone number isn't click-to-dial whereas the 'Phone Number' field is. How can I make the 'Mobile Phone Number' fiel...

I have seen several similar posts, but wasn't able to find a solution to my particular case in any of them. I have a company property called PO address that I would like to be copied into the deal property Company's PO address of any newly crea...

Hey all, Need some advice on the transactional mailer addon, and specifically unsubscribe statuses. Should a contact unsubscribe from all on a marketing email, would a transactional mail still be sent or is the subscription status global? ...

Hello Commmunity! I would like to ask if it is possible to get the name of contacts automatically and include them in our email. For example in a specific day the list of contacts will graduate, is that possible to include in our email? For exam...