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  • TGCanada on December 02, 2021
    0 upvotes
    1 Replies
    Hi! I am very new to CRM and to hubspot and was wondering how to customize a "View" tab in companies so that it shows only a few of the companies in that tab and not every company added? Bit more background: We are a small business and have added...
    Reply
    Member
    December 02, 2021 11:11
    Nevermind - I was able to connect with a live chat agent and they pointed me toward this article: https://knowledge.hubspot.com/crm-setup/create-cus...
  • TJain858 on December 02, 2021
    0 upvotes
    2 Replies
    Hello to every one, Recently, the "associated company ID" property has been dropped from contact view which has been causing lots of trouble to analyze data. Is it a bug from Hubspot ? How is everyone coping with the change?
    Reply
    Hall of Famer
    December 02, 2021 21:27
    Hi @TJain858 , Could you specify which contact view are you referring to – the contact index page (Menu > Contacts > Contacts) or the si...
  • JordanBlair on December 02, 2021
    0 upvotes
    0 Replies
    We opted into the Beta where we can associate multiple companies to a deal and use the labels to differentiate between those orgs inside the Deal. However, we need to be able to differentiate between the "primary" company and the other associated co...
    Reply
  • Nebula on December 02, 2021
    0 upvotes
    1 Replies
    Is there a way to only fill "Date and Month"? (as most people on the internet don't divulge YOB), e.g. on LinkedIn and FB, one knowing the day can send the greetings. Greeting B'day is a great chance to build personal rapport and open the discussio...
    Reply
    Top Contributor | Diamond Partner
    December 02, 2021 21:47
    Hi @Nebula , Are you getting this info on HubSpot form? Date of Birth property in HubSpot is a single line property and not the date picker. You c...
  • PChaveriat on December 02, 2021
    0 upvotes
    0 Replies
    Hi, we use a third party Sales Development team who make hundreds of calls a week for us. They provide us with the activity report in excel each week, and we have an intern manually enter these into HubSpot one by one. Very ineffienct. It seems...
    Reply
  • CharlieTG on December 02, 2021
    0 upvotes
    9 Replies
    How can I edit my current signature? I want to remove the photo and then make sure everything is aligned properly once the photo is removed. It won't allow me to switch to Simple mode because I currently have HTML elements. I do not know how to read...
    Reply
    Hall of Famer
    December 02, 2021 21:35
    Great, @CharlieTG . If you want others to be able to find information like this more easily, you can mark my earlier post as a solution . I'd appre...
  • TChung4 on December 02, 2021
    0 upvotes
    0 Replies
    Hello, I created a custom Property for contacts and companies a while ago for different source options. Today, the custom property has been removed from the company information. I can still see it when I go into manage properties but it no longer c...
    Reply
  • Solved
    CharlieTG on December 01, 2021
    0 upvotes
    5 Replies
    What is the difference between "Sent" and "Delivered" email? Is my Sent email just floating around in cyberspace? Caught by their spam filter but not a true bounce? I am assuming all my mail is sent unless I get a bounce notification. Do I need to ...
    Reply
    Participant
    December 02, 2021 06:42
    Thanks! At least that lets me know how the emails are seen by my customers.
  • ameade19 on December 01, 2021
    0 upvotes
    1 Replies
    Hey everyone, We are running a HUG event all about database hygiene and organizing your portal and I wanted to get some feedback and thoughts on a few things. 1. What is your biggest challenge in keeping your data accurate and organized?...
    Reply
    Participant
    December 01, 2021 14:15
    My biggest challenge currently is that HubSpot sales pipeline reports (velocity, conversion, etc) only work if the pipeline stages are started from t...
  • mdrnd on December 01, 2021
    0 upvotes
    2 Replies
    Hi there, I'd like to create a call report based on company calls and contact calls all together. When I try to log a call, I can do that for both companies and contacts. But when I try to create a call report based on the contacts called, I can...
    Reply
    Hall of Famer
    December 01, 2021 21:32
    Hi @mdrnd , This can be achieved as a single object or a custom report. Navigate to Menu > Reports > Reports > Create custom r...
  • MHechtel on December 01, 2021
    0 upvotes
    3 Replies
    I am looking for a solution to further subdivide acquired customers (contacts with Lifecycle: Customer). We can't use the lead status for this, we use it to further subdivide SQLs. For customers, we would like to be able to report for example how ma...
    Reply
    HubSpot Moderator
    December 02, 2021 10:48
    Hi @MHechtel It is defintely something that could be done via custom properties. I just want to clarify something. You mention marketing, ...
  • PDavis9 on December 01, 2021
    0 upvotes
    1 Replies
    Can I add a column with a note in a static list view?
    Reply
    Community Manager
    December 02, 2021 03:09
    Hi @PDavis9 Thank you for reaching out. There is no direct way to do this, however what I could think of would be to create a custom ...
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