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ARaws on May 02, 2024
Hi, My company has two different types of customers so I have set up a contact property where we select if they are "type A" or "type B". This works well when I view my contacts because I have added it as a column, however when they become leads read more
0 upvote
3 Replies
Hall of Famer | Partner
May 02, 2024 06:27
@ARaws correct, index pages can only display properties of the same object 🙂
SaintPeter on April 02, 2024
Hello Team, I have doubt between deal stages and Lead staus on how they are different if we can manage all of our data in deal stages do we need the lead status option?
0 upvote
2 Replies
Hall of Famer | Partner
April 02, 2024 06:51
Hi @SaintPeter , Deal stages are meant to track an opportunity - once you say that there is an actual likelihood of that contact/company more
rdumelle on March 28, 2024
Hi - hoping someone can help. We have a situation when we quote a client - we quote the same product but with different options on one quote form. Right now I create a seperate deal for each item on the quote. This is a lot of work as you can im read more
0 upvote
5 Replies
Most Valuable Member | Elite Partner
April 12, 2024 06:43
Thanks for the clarification @rdumelle . As you describe it, it makes sense how you'd like it to work, but I'm not sure that's a standard solution more
JohnJeko on March 27, 2024
Hello there, Reaching out looking for a bit of assistance. I'm relatily new to Hubspot and we have started onboarding recently. It all goes well but the main issue we are facing is setting up automation for whenever the contract is expiring read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
March 28, 2024 07:04
Hey @JohnJeko this is pretty straight forward to do! I'd recomend having a read through the list of workflow actions to get more familiar and more
LLampe on March 25, 2024
Hi, my colleague can' t click on the button ''Logging meeting'' in their record under ''meetings''. He has a sales professional seat. How can we solve this so that he can log a meeting?
0 upvote
1 Reply
Key Advisor
March 25, 2024 12:35
Hi @LLampe Is the user able to share a screenshot or share what "hover" message he/she is seeing? Quite often HubSpot is pretty helpful more
Bdubs on March 20, 2024
Hello, I'm currently using the Sales Hub Pro plan and can't figure out how to enroll a list into a sequence. I've watched this video and do not see the "Enroll in sequence option that can be seen at the 2:12 mark. Best,
1 upvote
2 Replies
Thought Leader | Platinum Partner
March 21, 2024 10:01
Hey @Bdubs so only paid seat in Sales Hub can enroll in sequences. You can ask a paid seat user or request a paid seat for yourself to use more
Sistersurrogate on March 20, 2024
Hello hivemind! I two specific questions. We have two forms that are essential to our business. One is a qualifying lead form and one is a profile. Qualifying Lead Form: If I use HS forms, can I use conditional logic to qualify or disqualify a read more
0 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
March 21, 2024 06:39
Hi @Sistersurrogate I'll send you a PM here in the community to connect you with a developer.
swest6602 on March 18, 2024
We're just setting up Sales Hub. On a regular form I've been able to add a hidden Custom Object (called Marketing Campaigns) field to associate the Contact to a specific 'Marketing Campaign'. I don't see a way to do this using a form in Meetings read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
March 21, 2024 19:39
Happy to help @PamCotton , thanks for the tag! Hi @swest6602 if you have a custom object, that means you have sales enterprise, so you can more
Bdubs on March 13, 2024
Hello! I've started using Saleshub for wholesale real estate. I have organized my buyers into companies and contacts. I want to start adding sellers (leads) to the CRM but not sure how to go about this. I would like to organize it in a way t read more
1 upvote
4 Replies
Accepted Solution
Thought Leader | Platinum Partner
March 14, 2024 05:43
Hey @Bdubs if you are on a free version of the CRM I'll create a custom property to select between seller or buyer so that you can filter more
LLampe on March 08, 2024
Hi, can you create a workflow for a specific pipeline? I wan't to create a workflow that when a deal in a specific pipeline goes to ''won'', a document automatically appears where employees have to fill in some information.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 08, 2024 07:23
Hi @LLampe , Yes, in the enrollment criteria of a deal-based workflow, you can always specify (under "Deal properties"), that "Pipeline is more
luismm01 on February 29, 2024
Hello, I am associating a large number of customers to a new company owner. Unfortunately, the tasks remain with the original customer owner. Is there any way to associate company and tasks to a new owner simultaneously? Thank you
0 upvote
1 Reply
Community Manager
March 01, 2024 04:31
Hi @luismm01 , Thank you for reaching out to the Community! If I understand correctly, you want to reassign the tasks from one owner to more
PollyannaLima on February 27, 2024
Is there a configuration to validate duplicates with the phone number?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 11:53
Hi @PollyannaLima , If you're question is whether you can configure HubSpot to automatically deduplicate contacts by phone number, then no, more
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