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  • danhammari on October 22, 2021
    0 upvotes
    0 Replies
    I am looking to add detail to my deals. So far, my deals have consisted of a general description and an overall total. Very basic. I would like to start adding line items to my deals so I can more fully take advantage of product reporting and foreca...
    Reply
  • sbutt on October 22, 2021
    0 upvotes
    0 Replies
    Hey guys, I've seen multiple comparison videos of different CRM tools but I just cant decide which one to choose. DescargarN My requirements are It should be easy to use as I am a beginner to CRM It must have the ability to Email's(large...
    Reply
  • twindaddy on October 21, 2021
    0 upvotes
    1 Replies
    How can I import a list of conference registrants into HS, without it trying to dedupe or merge any records based on the email address? Simply, I just want to ADD RECORDS to HS without it even looking at the other contacts I already have in the ...
    Reply
    Top Contributor | Diamond Partner
    October 21, 2021 21:20
    Hi @twindaddy , An email address in HubSpot is a unique identifier for contacts. You cannot create two contacts with the same email id. So when yo...
  • BW1 on October 21, 2021
    0 upvotes
    3 Replies
    Hello, I'm hoping to get some help with this issue. I am exporting my list of deals in order to bulk update some details. In order to do so, I need the Associated Contact column to export with my deals. I have the Associated Contact in my vie...
    Reply
    Recognized Expert | Platinum Partner
    October 21, 2021 11:31
    Hi @BW1 , It does not appear to be a system-wide issue as I was just able to test the process with a deal export as an XSLX. It exported all o...
  • FPiedra on October 21, 2021
    0 upvotes
    4 Replies
    Hi community! During the last weeks I imported some leads in a xlsx file (all of them have phone numbers). But once the contacts are in Hubspot, some of them have the number and others don't. I couldn't find a pattern because some has the symbol +, ...
    Reply
    Member
    October 22, 2021 05:00
    I think I should import only the state code (without the country code) to avoid future situations like this. I just realized that all numbers that d...
  • Solved
    WBlankenbeckler on October 21, 2021
    0 upvotes
    2 Replies
    I have several deals where someone at a different company needs to be associated with the deals. For instance, a consulting firm needs to be associated with a deal with another company. I can go to the deal, create a new contact or assign an ex...
    Reply
    October 22, 2021 08:06
    I did those steps originally for several contacts, but couldn't bring up any existing deals. I have permission (only user). I tried again today, and ...
  • mdrnd on October 21, 2021
    0 upvotes
    1 Replies
    Hi there, I'm trying to create a lead scoring based on the contacts who attend to marketing events. I have different type of events such as webinars, sponsored events, etc. And we host those events frequently not the same one but same type o...
    Reply
    Community Manager
    October 22, 2021 04:05
    Hi @mdrnd Thank you for reaching out. I want to tag some of our experts on this - @himanshurauthan @Josh @JBeatty do you have an...
  • Carlomanara on October 21, 2021
    0 upvotes
    2 Replies
    Hi, My collegue made some lists, then we prepared the email, but when we go in the select recipient pull down menu the lists don't show up. We can see the lists of other co workers but I can't find any difference between the new ones and the...
    Reply
    Participant
    October 22, 2021 05:16
    I reply to myself, my colleague made lists of COMPANY instead of contacts ...
  • shideichis on October 20, 2021
    0 upvotes
    1 Replies
    Hello, our marketing team have issue (it's been a while) where new contact created with property Original Source as Offline Sources , original source drill-down 1 as API , some of them we can indentified from our custom property but some we don't ...
    Reply
    Community Manager
    October 22, 2021 04:22
    Hi @shideichis Thank you for reaching out. If you look at the Original Source Drill-Down 1 and Original Source Drill-Down 2 prope...
  • Solved
    joeyfrass on October 20, 2021
    0 upvotes
    2 Replies
    Hi Hubspot Community, I have come across a situation where I will visit a contact's page and there is a task on their record that I need to complete. However, I cannot figure out how to mark that task complete on their contact page. The only way...
    Reply
    Member
    October 21, 2021 12:01
    I feel stupid now! That was so obvious and easy! Thank you for the quick response. Super helpful!
  • Solved
    WdeGale on October 20, 2021
    0 upvotes
    2 Replies
    I use Notes associated with Contacts and Companies to record meetings. Until today I have been able to associate multiple Contacts and Companies with a single note, using the "Associated with..." link at the bottom right of the Note, which opened u...
    Reply
    Member
    October 20, 2021 10:48
    Josh - you are absolutely correct. Thank you. This "upgrade" has actually added two or more steps to adding a new association (I can no longer sear...
  • Mkhan0 on October 20, 2021
    0 upvotes
    2 Replies
    Hello, I am using a free account and facing an issue regarding call log, when I log a call and refresh a page it gets lost. Not only me my other users has the same problem for the last 1 hour.
    Reply
    Member
    October 20, 2021 00:57
    thank you for your feedback but i did the same still have this problem
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