CRM

Hello, We are a software vendor and have both private (contact records in our CRM) and business customers (company records in our CRM with associated contacts). For all customers we save the same set of information such as customer type, size, e...

I work for a company that sells annual subscriptions and I want to be able copy certain properties from the initial annual deal to the renewal deal via workflow. To accomplish this I am copying info from the deal to the company and then back to the ...

We have a custom date field in for our deals record. It is the delivery date. We have multiple views that shows this value and sort on this value. Now the values of 'today' and the values of 'Yesterday' are showing up in the view. The other valu...

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 ...

Hello, I'm new to HubSpot. I began studying the User Guide and wanted to make my first contact because the Sales Hub Enterprise suggested it. During the process, I hoped to choose Hungary as the contact's country of residence, but Hungary is not amo...

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?