CRM

Hi All, I have set up a team-level permission structure with a hierarchy. For example, Team Europe and Team Asia are at the first level, while Team FR and Team IT are second-level teams under Team Europe . Now I have a scenario where cer...

The 'companies' page is not loading for one of the team. She is able to search for a company and view the data that way as well as see and complete tasks, view contacts etc (she is a super admin). The only think that doesn't work is the companies pa...

The contacts page is just showing as loading. The company page is fine. I have followed Hubspot support and updated Chrome and cleared the cache. I have also tried it in the Edge browser and it does the same. Please help!

Hi, I’ve stopped receiving notifications when users open emails, even though I haven’t reached the 200 notification limit. This issue started recently, and I’d like to understand why it’s happening and how to fix it. Could you please check my acco...

hi, need a filter to check if 2 date properties have same values, i want to apply a workflow trigger where if a contacts' two date properties have same values then that contact should enroll in that workflow -- how can i achieve this?

hi, how can i count number of emails received in a deal , how to count number of emails received for a deal in a deal-based workflow?

Hi, I'm trying to add a product property to the 'Edit Line Item' Form. As seen below, it has been done in the past. I've read through the other posts, it's not through the product library (changed that, no change in the line item). I dont want to...

Hello, We have decieded to delete a deal stage from our pipeline in HubSpot. We already moved all deals that were in that stage into another stage. Now that we are ready to delete the stage, we are faced with an issue. That deal stage is "used i...

Hi, I want to add 3 fields to this preview but unable to do so from settings and deal card preview settings. Any other idea how to do it?

I have a custom object, Purchase, with a field, Order Pipeline Stage, which was provided by HubSpot. It's a drop-down select field. When I change the value in this field for the first time, a message tells me that 2 fields have been updated. Subsequ...

I want to send out a list to our installer to capture materials used on a job. This could be multiple line items per job. What's the best way to send this out?

Calls made on contacts cannot be automatically assoicated to open leads, but can be auto-assocaited to companies and deals. This is a huge miss of the lead feature on Hubspot. You cannot track how many calls have been made on open leads or time...