CRM

Hi Team, Is there a way to determine how many form notifications a user is added to? How can I retrieve this data without performing a manual task?

Is there a way to adjust the width of properties or the underlying columns on a card in the CRM? For example on the center card area when I add a card it seems to have an underlying 4 column layout so properties fill those columns and use those ...

Hi, How to remove the 2FA for users as a super admin? Thanks,

I have 2,200 clients without me as a contract owner. Is there a bulk edit option without editing each contact file? David

Hello, Since there are different pipelines, I would like to have a unique view for each pipeline. However, when I customize it, the changes are applied to all pipelines. How can I make it specific to each pipeline?

Question: How can I prevent older records from being enrolled in deal workflows that trigger after X days? Explanation: We have deal workflows in place for Hopkins that trigger actions after a certain number of days. However, I’m concerned abou...

Hi everyone, I’m currently facing an issue when trying to include dynamic tokens in a hyperlink within a one-to-one email in HubSpot (not marketing emails or landing pages). Here’s what I’m trying to achieve: I have a form link that dynamical...

I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties: - Q1 QTD Sum : Sum of revenue numbers from about 100 companies - Days Elapsed in Q1 25 : a calculated dataset property (ve...

Hello, Is there anyway to group contacts? I wish there are tabs that we can create to group different contacts. If not, please let me know the best way to group contacts. Thank you very much!

Dear Contributors, We are a consulting firm with team members spread across multiple countries, collaborating to sell and deliver highly specialized services. While we are beginning to implement HubSpot, selling significantly more is not a primary ...

We are a subcintractor of a larger company who passes us work. Their sales team provides us with multiple opportunities and projects. How can i attach emails from those sales resources to only a specific project? We're currently getting a mix of ema...

I consistently give call feedback to my team in the comments section of the call recording. I'm wondering if I can pull a report of all the calls that have those comments, or If I can see how many times I'm tagged an SDR using "@"and their name. Ei...