CRM

On the Dashboard for Deals, they are all displayed as a "tile". What I would like to do is actually see the Contact Name. Which at the moment I cannot. Unless I type in the name of the contact in to the title of the Deal name. How can I display ...

Hello! Is it possible to limit the visibility of Meetings (Activities) within contact/company cards by team?

How can i best track contacts from their source. In the original source field i only can choose stuff from a dropdown. but i would like to add the information, that we got this contact on a dedicated event. And i would like to make a dropdown with a...

Hey! Does anyone have experience with importing multiple-checkbox data from a csv? I have found this post, but when I separate each value in the column (that corresponds to the multiple-checkbox property) by a semicolon, hubspot recognises al...

I'm looking to optimize our lead nurturing strategy for the upcoming year. What are the latest and most effective best practices for lead nurturing? ANWhatsAPK

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...