CRM

So let's say I have different properties regarding follow ups. One contact replied to me on Monday so I set the date on Monday. Then that contact needs to be follow up 3 days later and when I follow up that person 3 days later, I need to follow up a...

Hi, I have this situation: there are two group of sales, they sell different prodcuts and their way to work with leads are different. So they need different lead stages. For example, the sales reps group A needs lead stage 1, 2, 3A, 4A 5A; ...

As we transition to the new Lead Scoring model in HubSpot, I am having trouble figuring out hwo to change some of our old scoring rules. We use List Membership as a catch all score when something does not fall into a marketing event catergory i...

Hello, I am currently trying to create a report that shows my currentsuccess in comparison to a predefined goal. My current success is easily created in a report. At the moment, it is "30" when I am visualizing it as a number chart. However,...

I’m experiencing an issue with my task list views. No matter which view I select, the column furthest to the right always appears blank, causing the other columns to shift over by one. I’ve attached a screenshot as a reference—does anyone know how I...

Hello, Our team uses SAP then transfers data over into HubSpot, since there currently isn't an SAP integration. When creating deals, the sales team is using the Proposal # property in deals to link the deals back to the original in SAP. However, wh...

Hallo zusammen, ich habe das Problem, dass sich in einem Formular, das auf unserer Website (in der Testumgebung) eingebunden ist, das CAPTCHA Element und der Einsende Button überschneiden. Einen Screenshot davon habe ich angefügt. Das Formular i...

I'm a writer of mystery novels and want my time spent on my novels, but my HubSpot CRM needs revamping. Can anyone point me to a list of experts available for a little work? Thanks, for the help. Walter

Hi, I have record id, thread id and message id of messages of live-messages. I need a link that just uses any of these to open the respective message. something like app.hubspot.com/...../...../{record id / thread id / message id}. Thank you.

Hello, We currently have SSO for all our HubSpot users. We are needing to create about an additional 20 users who are needed to be added as HUbspot users to receive emails on deals they are associated with. They don't need to be in Hubspot full tim...

My company is currently using the Help Desk and the ticketing system for all of our client communication. Since we are a financial services company, there are times when our clients could be audited. When that happens we need to be able to provide t...

Dear all, after I changed the default currency to MYR (Malaysia Ringgit), I was unable to create deal in the Mobile App only (showing USD), while the web app worked just fine (showing MYR) , thank you