CRM

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I am trying to build a dynamic probability based on two existing properties, so we can report a more accurate deal probability. Our deals are often very long sales cycle, so we plan to create a matrix of both Deal Stage (project stage based) and Dea...

help! i wanted to delete custom link labels in bulk so i created a workflow but now ALL contacts are unlinked from the companies! can i fix this?

Currently when in a Contact page you can click into "more" on an associated Company preview and choose "Set as primary", it then creates a box within the preview designating it as the "Primary" company. I would like to replicate this on the...

Don't know about anyone else, but my attempt to follow the chatbot's instructions for importing my contacts to use the free CRM was fraught with unresolvable difficulties from the beginning. I am ready to throw in the towel. None of the instructio...

Hi, everyone, The last request for today - List of leads not touched for 90days Automated message to the owner of the leads that there was no interaction in the last 90 days, and these leads are available to everyone from now on, via interna...

Hi, there, Another mystery report to create, where I need your help, taking into consideration I have SAL and SQL as separate properties in HS, created by me, with populated data. Thanks.

Hi, colleagues. I. struggling to build the report based on the requirements below: SQL to SAL conversion -> Q2 for baseline data I have SQL as a property created and marked by YES or NO based on the criteria (Lead Scoring model), marked ...

Hi everyone I'm looking for some advice or best practices on how to handle a contact who should be reachable via two different email addresses in HubSpot. In our case, the same person uses Email X in some contexts (e.g. private) and Email Y...

I can't find groups dedicated for calculated properties and I'd like to connect with people here who have vowed not to use workflows but go mental with calculated properties. I have some questions and I want to learn best practices. I'm starting to...

We use Fathom recorder to import summaries from meetings. I can see a preview of the meeting for all customers, but when I click in to review details it turns to this. Other users in my organization are able to navigate to the meetings without a...

Hi, Another user from our company imported a file (File A) under contacts. However, I can not see that file (File A) as a filter option under company. And I can see and others recent imported files under company. I'm assuming that it isn't visib...