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  • Contact List: Contact Owner = Me?
    pbmartin on August 01, 2021
    0 upvotes
    0 Replies
    I am surprised that I don't find a filter in a Contact List for the Contact Owner to be 'Me'. Am I missing something?
    Discussion Enterprise
  • Which CRM would you recommend based on my needs?
    Kakashi on July 31, 2021
    0 upvotes
    1 Replies
    Hi, Im joining a startup which needs a crm system before launch. Requirements on the crm are: Needs to sync contacts from WooCommerce/Wordpress, it needs automated workflows, lead generation, automated emails and order management. Our business p...
    Discussion CRM Enterprise
    johnelmer
    Top Contributor | Diamond Partner
    August 01, 2021 09:34
    @Kakashi We have a very similar set of requirements for our own ecommerce store. In the absence of an in-depth needs assessment, you are looking a...
  • Contact list numbers
    CRUSHTON on July 31, 2021
    0 upvotes
    1 Replies
    I have noticed that when sending emails using multiple lists that say have 320 contacts in total, it only shows sending to 191 contacts. What causes this?
    Discussion Starter
    karstenkoehler
    Most Valuable Member
    July 31, 2021 22:18
    Hi @CRUSHTON , There are multiple potential reasons here. Could you confirm the following? Are you using the marketing contacts functi...
  • Solved
    Where can I find files that I directly attached to a deal record?
    northstarcomms on July 30, 2021
    0 upvotes
    2 Replies
    I tried to find files that I attached directly to deal records in the Files section under Marketing, since there is no other obvious place to look for these attachments. The reason is that I would like to be able to find the file that I attached to...
    Discussion Free
    johnelmer
    Top Contributor | Diamond Partner
    August 01, 2021 09:47
    @northstarcomms Regrettably, @karstenkoehler is correct that you won't be able to find the deal attachments in the HubSpot file manager. This que...
  • How to see where an SQL went
    fboyle on July 29, 2021
    0 upvotes
    2 Replies
    Hi, what's the easiest way to track where sales funnel stages go?
    Discussion Contacts
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 21:33
    Hi @fboyle , Can you please eaborate more what you want to track here? You taling about deals and deal stages? How many deals in deal stages? Somet...
  • Certain products only available for certain companies
    Thomas_Vanguard on July 29, 2021
    0 upvotes
    2 Replies
    Our client does special pricing on some products for certain clients. In their product library, this is a new product with a different SKU, to help tell it apart. In Salesforce they could tag that SKU to a company ID so it was only available f...
    Discussion CRM
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 21:36
    Hi @Thomas_Vanguard , You are right. There isn't any such feature available in HubSpot yet. You can pit this idea in the ideas on the community...
  • Customise Line Item card in associated Deals
    Thomas_Vanguard on July 29, 2021
    0 upvotes
    2 Replies
    Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be...
    Discussion CRM
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 21:44
    Hi @Thomas_Vanguard , Unfortunately this customisation is not possible yet but as @Thomas_Vanguard suggested you can pit this in community ideas...
  • how to Change the lifecycle MQL - SQL in automatic?
    BVazquez on July 28, 2021
    0 upvotes
    2 Replies
    Hi! I'd like to know how can I change automatically the lifecycle of my contacts in automatic. For example from MQL to SQL. Thanks 4 your time.
    Discussion Enterprise
    webdew
    Top Contributor | Diamond Partner
    July 29, 2021 01:09
    Hi @BVazquez , You can achieve this by a simple workflow. What you need to do is to go to workflow > create workflow > start from scratc...
  • Cannot delete custom property because of In-Use?
    HenryDufloth on July 28, 2021
    0 upvotes
    3 Replies
    So I am trying to delete a Custom Property (Date of Demo Call) but HubSpot is preventing me due to it being in use in a Workflow (See attached ScreenShot). I have both changed the Workflow (Fill Date of Demo Call) to not include this proper...
    Discussion Settings
    karstenkoehler
    Most Valuable Member
    July 28, 2021 20:19
    Glad it's resolved now!
  • Solved
    Identifying Deals where "Property A" is greater than "Property B" ?
    MattDavirro on July 28, 2021
    0 upvotes
    2 Replies
    Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? ...
    Discussion Deals Enterprise Reports Workflows
    karstenkoehler
    Most Valuable Member
    July 28, 2021 09:17
    Hi @MattDavirro , Yes and no. By default, this is not possible. Number filters in lists and workflows only accept numbers, not other propertie...
  • Document Based Workflows
    HannahSarsfield on July 28, 2021
    0 upvotes
    6 Replies
    Hi, I would like to implement a compnay based workflow based on the number of contacts at that organisation who have downloaded a document - can this be done? Many thanks, Hanah
    Discussion Workflows
    HannahSarsfield
    Participant
    July 28, 2021 08:48
    Ok thanks Karsten!
  • Same Domain for multiple clients
    MHibbler on July 27, 2021
    0 upvotes
    2 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
    webdew
    Top Contributor | Diamond Partner
    July 27, 2021 21:30
    Hi @MHibbler , I am not aware of any such updation in HubSpot. Can you please elabortate more what two grouos are you talking about..like, how ...
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