CRM

good morning! I would like to ask for help in copying the information from one deal to another. In order to work on the lost deals, we are copying all of them to another pipeline, this way we do not lose previous information and make it available ...

I'm looking to create a workflow that would change the deal stage if there has been no communication FROM the customer. I do not want to include activity where we've tried to reach out to the customer. What is the best way to accomplish this?

How can I create a graphic with the period average for closing deals comparing month to month?

Hi! I thought you guys like to read the new article in my newsletter: Revolutionize Your Contact Management with WhatsApp and HubSpot Integration https://www.linkedin.com/pulse/hubspot-whatsapp-harsh-vyas

Which filter would I apply to an active list to eliminate contacts enrolled in a sequence?

I use the bcc to log emails, they are all being synced to the contacts, but some are sometimes not getting added to the deal associated with the contact. And sometimes they are. I can have a deal that shows some emails and not others, but they'll al...

Hi, I have set up a one way sync FROM HS TO Outlook as that serves our purpose at this time. It's great that new contacts and changes to contacts in HS magically appear in Outlook. But, deleting contacts do not return the same result. When I ...

Hi, it seems that a new user registers with a new email address will be regarded as an update of the email address? This will cause the unsubscribe property to be overwritten, even if the user chooses not to subscribe (as the photo shows). And only ...

We recently set up the outlook extension for our entire sales team. We have it set so that the extension shouldn't be creating new contacts from emails that are logged and tracked (see below). Every couples of days, it seems that new co...

Hi I would like to create a task, against a customer. Which is fine. I was looking for the ability to upload a document against the task and unable to find that. We have a Sales Team that on a 3 yr cycle arranges to meet customers whose ma...

Hi, A couple of weeks ago we did a migration from salesforce to hubspot. We have noticed that for some companies there are different company record, with different deals/contacts added to the record. We want al the deals/contact record from a co...

Hi I have uploaded data from an Excel Spreadsheet, I want ot make sure every record has uploaded. The only way I figured I could do that, is to create a filter by the "Original Source Drill Down 2" column that states "Prospects V2" My spreadsh...