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  • Most Upvoted
  • Same Domain for multiple clients
    MHibbler on July 27, 2021
    0 Upvotes
    0 Replies
    Anyone have experience with this and know how I can fix it. We have two clients with the same email domain. We were able to have the contacts separated by the two groups and the emails would route appropriately. but it seems like there has bee...
    DISCUSSION Free
  • Logging emails on a deal / associating contact to a deal
    Edyta7510 on July 27, 2021
    1 Upvotes
    3 Replies
    Hi All, During a regular touchpoint with my sales team, the following question came up: What is the advantage of assigning a contact to a deal? My first thoughts are the following: - tracking purposes - if deal needs to be reassigned to...
    DISCUSSION Contacts CRM Deals Enterprise Sales
    Lucila-Andimol
    Recognized Expert | Platinum Partner
    July 27, 2021 09:39
    @Edyta7510 thanks for the detail So, right now it is not possible to do this "natively" with the sales extention. But, here's a workaroud for s...
  • Option to copy properties to multiple levels (deal, company & contact)
    emmathompson_0 on July 27, 2021
    0 Upvotes
    6 Replies
    I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a ...
    DISCUSSION Developer
    emmathompson_0
    Contributor
    July 27, 2021 07:51
    Makes sense - thank you for your help. Cheers, Emma
  • How to import blank fields without receiving an error message
    VSowden on July 27, 2021
    0 Upvotes
    3 Replies
    I've recently set up Hubspot for my organisation and need to import all of our contacts into the CRM. We have many different kinds of contact, but since we are a very small charity and are limited to Hubspot Starter, we do not have access to the hig...
    DISCUSSION Starter
    karstenkoehler
    Most Valuable Member
    July 27, 2021 04:09
    We've all been there, @VSowden 🙂 Glad it's resolved. If you consider this thread closed, you can help others find this information by mar...
  • Have circular contact/company association icons display on Deal Cards in Company View
    Qizzle on July 26, 2021
    0 Upvotes
    2 Replies
    When you are looking at a company record, you can view any deals on the right-hand pane. It would be good if you could also see the contact associated with the deal (the same as you can when you look at the cards on the Deals screen).
    DISCUSSION Deals
    karstenkoehler
    Most Valuable Member
    July 26, 2021 23:42
    Hi @Qizzle , Did I understand you correctly that you do not only want to see the associated deals on a company record but the associated cont...
  • Solved
    How to add multiple emails for one contact
    oceansky on July 26, 2021
    0 Upvotes
    3 Replies
    Hi, how can we add multiple emails for one contact in Hubspot. I have a insurance client who wants to keep track of all the family members but prefers to create one main contact in the database and add the email addresses of other family members to...
    DISCUSSION Starter
    oceansky
    Participant
    July 27, 2021 08:19
    Thank you! This seems to work for me.
  • Track initial lead conversion rates.
    Conzo427 on July 26, 2021
    0 Upvotes
    1 Replies
    We can track lead converstion rates from a specific source pretty easily, however we want to track the conversion rates for the fresh leads only. Presently if a rep can't close a lead when it comes in they will take it out of their name and mark it...
    DISCUSSION Professional
    karstenkoehler
    Most Valuable Member
    July 26, 2021 21:01
    Hi @Conzo427 , You would have to create assisting custom properties here to take that one-time snapshop. It sounds like the main thing you w...
  • Can I add social media Links of my contacts?
    Nish on July 26, 2021
    0 Upvotes
    1 Replies
    Hi, Can someone tell me how I can add social media links of my leads/contacts while creating contacts???
    DISCUSSION Free
    karstenkoehler
    Most Valuable Member
    July 26, 2021 20:32
    Hi @Nish , There aren't any default contact fields for social media links but you can create custom fields to store this information. (It look...
  • Form submission copy on a new deal from "contact us form".
    Edyta7510 on July 26, 2021
    1 Upvotes
    1 Replies
    Hi All, I've created a workflow that creates new deals, once contacts are set as MQLs. Contacts/companies are associated automatically with those new deals and deals are assigned to the relevant sales rep, based on the country of origin. I ...
    DISCUSSION Contacts Deals Enterprise Forms Marketing Sales
    TiphaineCuisset
    Community Manager
    July 27, 2021 00:25
    Hi @Edyta7510 Thank you for reaching out. Activities consists of notes, emails, calls, tasks, and meetings which is why these steps d...
  • Solved
    BCC Emails automatically
    HSteingräber on July 23, 2021
    0 Upvotes
    1 Replies
    How do I BCC Emails automatically? The HS chat advises to do it manually - **bleep**?! Thanks
    DISCUSSION Free
    webdew
    Top Contributor | Diamond Partner
    July 26, 2021 06:33
    Hi @HSteingräber , Follow this article here. it might help: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forw...
  • Solved
    Creating or hiding contact lists for different teams/members
    Arefin on July 23, 2021
    0 Upvotes
    2 Replies
    Hi, I urgently need this help. Can anyone tell me how can I hide or make separate contact lists for separate teams or group members? In this way, the teams will see only their assigned contact lists when they open their HubSpot so that they don't ge...
    DISCUSSION Contacts Lists
    Arefin
    Participant
    July 25, 2021 02:11
    Karsten, thanks a lot for your suggestions. I really appreciate this.
  • Solved
    Goal Attainment in the Forecast view not including "Closed Won" category
    JVaché on July 23, 2021
    0 Upvotes
    2 Replies
    Hello, I am unable to add a Column in Forecast with the CLOSED WON forecast category : is that normal? Additionally if I try to add a WON DEALS category (which includes CLOSED WON deals) those deals - despite being CLOSED / 100% - are NOT taken i...
    DISCUSSION Professional
    JVaché
    Participant
    July 26, 2021 09:17
    OK Thanks for your help! I was hoping to be able to see the Closed Deals in the same way we see the other foreacast categories in terms of number of ...
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