CRM

It would be great to be able to add properties to the overview tab where you don't have to view the information in a table that scrolls left to right. How about a form-type layout where you can place properties in a grid 4x4, for example. That would...

Hi everyone, Our client onboarding process includes a Welcome Email and two Training Sessions. The Welcome Email is sent to the client using a sequence. Training #1 is scheduled by clicking on the Training #1 link in the Welcome Email (sent as p...

Has anyone found a clever way to document mutual action plans on deals? Create a custom field for sales to populate with a link to a shared google sheet? Custom object? Landing pages? Would love to hear from the community on how they are accommodati...

How do I set the default size for notes under Contact. Currently it is set to 11pt and I want it to default to 14pt

Hello, Can we create associations between contacts from diffrent companies or between contacts and companies to demonstrate relations IRL (example : Teacher 1 works at school A is friends with Teacher 2 that works at school B OR Teacher 1 is ex...

We use separate deals for each renewal on a company, each with its own contract start and end date. I have logic on the deals to update a property called "Subscription status" with either "Active or Expired" subscriptiond depending on whether the co...

Hello, I'm having trouble exporting my lists. In the result file some properties are presented as empty, even though the values are not empty in CRM itself. Lists are static and contact-based. Switching the result file extension from .csv to .xl...

Dear Community, we are struggling to keep the adress like adress, city, zip, country from companies in sync with contacts. Since we are a B2B company, a contact's address is never different from the company's address. To copy the information from ...

I have a question regarding date filters. Is it possible to create a filter that checks if a specific date set to a contact property(e.g. 11/20) is before today (including 11/20) or not? I would like to create a view that filters and display...

Hello, Our organization fell out of using hubspot. As a new employee, I was charged with picking it back up. We have had companies added to our hubspot instance during the time no one was using it. There is no "source information" for these com...

Why is there a lifecycle stage "Other" and how does HubSpot asssign contacts there?

i have a workflow in place to copy the company's addresses to their contacts, IF there is no known address. Now, what to do if we update the company with its new address, how can i handle updating all its contacts?? any input is greatly apprecia...