CRM

1. Managing Duplicate Leads per Company Due to previously faulty workflows, we now have multiple Leads associated with the same company for what is essentially the same opportunity. Here's what I've done so far: Created a rollup property o...

How does HubSpot show a timeline of all activities (like emails, calls, meetings, notes) for each contact or company?

Hello Community, in the Company Object , one Company can related to many other companies through the lable. i just wang to know how to obtain the number of associated companies basd on Company Object. for example, big Company A is related t...

When i create new Meeting outcome for my Meetings in Deals. There is no way to organize the new outcomes. I wanted to put them at the top of the form and cannot do so. It's odd that you can organize them in the Call outcome but not the Meeting ou...

I don't see a way to close out a lead object when the deal associated with that lead o next is closed won. How can I close out the lead object associated with the closed won deal so my sales team doesn't have a bunch of "qualified" leads that are ac...

We use a custom object for something akin to usage-based projections for products when calculating deal sizes, which includes a multiplier (a percentage property) that differs from product to product. I was wondering if there was any way to add ...

Can I give points to a lead (a potential customer) in HubSpot when they submit certain forms—so I know how interested or "hot" they are

Hi HubSpot Community, Our "unengaged contacts" list is growing—and it's becoming a major issue. As a membership organization (association), accurate email engagement is critical, yet nearly half of our members are showing up on the "unengaged" l...

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...