I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact the source information is updated within the Deal. My ultimate goal is to map deals to sources.   Is this possible? If not, is there another way to approach this that will give me the same result? ... View more

Hi!   The main driver for assigning ownership to contacts, companies, deals and tickets is the contact and to which team they're related. I understand Hubspot wants to relate everything to a person instead of a team so someone is in charge and responsible and that Hubspot is not willing to change this approach. However, with the view, edit and communicate restrictions I can't set up my teams and user settings properly. Or users will see too much or not enough information.   As Hubspot is working on a solution to add users to multiple teams, I hope they also take into account that all access properties of users are extended as well and can be assigned to different teams.   Options for View / Communicate / Edit properties for contacts Options for View / Edit properties for sales Everything OR Per team (Team A, Team B, Team C, ...) Everything Owned only None Assign marketing access per team (ON/OFF as well as all permissions)   However, beside of assigning a contact, company, deals and tickets to a user it would be an interesting add-on to add it automatically to the team(s) of which the user is part of, by using an extra property with field type "Hubspot team".  You already have the property field type "Hubspot user" but it has too many restrictions.    Many thanks for your feedback.    Regards,   Steven ... View more

As a subcontractor we often put out bids for the same project (deal) to multiple general contractors (company) and a unique person within each orginaization (contact).   Is there a way to assign more than one general cotractor (company) to a deal?   Is there a way to assign a unique contact to each company once multiple companies are assigned?   Is there a way to then re-assign a single general contractor (company) and contact to a deal once the GC has been awarded a project? ... View more

Hello,   We have a lot of administrators who register for events for their supervisors. In Cvent's e-marketing platform, I am able to send a marketing email to both the contact's primary and the associated CC email. Same email, just two separate addresses at the same time.   Example: My executive assistant registered me for a conference and in the registration process, there was a question, "Are you registering for someone else?" My assistant selects, "yes" and enters her email.  So after she is finished with the process, every time I get an email with details for the conference, she automatically gets cc'd as well.    Is there a way to do this in Hubspot?    Thanks,   Michael ... View more

I experience a quite serious problem with the contacts table main view.  Namely I am not able to see the contacts who sent me emails, and which were not answered or read by me or other HS users. It is quite troublesome especially when I don't have  direct access to the user's inbox. I would be very grateful for adding a feature to contacts tab which would  solve this problem.  ... View more

Regarding notes on contacts when calling a contact. Previously, when creating a task for a call, a line would appear with info: regarding call logged on Wednesday... This does not apply anymore after the latest update. Can we please get this feature back?   When I make a new task for a NOTE – a line appears with info: Regarding note logged on Wednesday, September 11, 2019, 9:30 AM When I make a new task for an EMAIL – a line appears with info: Regarding email: Info fra Publico Kommunikation, sent on Friday, September 6, 2019 10:34 AM When I make a new task for a CALL – a line appears with info: Add description??   It would be a great help if you changed it back as earlier – so that the same information – Regarding CALLS – also is added automatically as it used to be. ... View more

Hopefully we're posting this report in the right section.   I don't know if it has already been reported but we are encountering a really annoying issue with the conversations. Sometimes for a reason that we did not really figure out, it happens that the draft of a mail is somehow failing or a conversation is just failing.   So when something goes wrong on there, we cannot ever give any response to the conversation failed. It's still appearing in the conversations, there is typical message to say "hey something is wrong, please retry" but pushing that retry button does not fix or clean the issue.   This is annoying because then we've have to recreate another conversation that generates a new mail in our clients mailboxes, I think it's not really client-friendly nor professionnal to open conversations with our clients for a same subject when something is wrong on our end.   We really hope you will be able to figure out what's happening on there and we're so waiting for a bug fix for this.   Thank you for reading. ... View more