Hi guys! My colleague uses hubspot to send emails to prospects, but I cannot see those emails through Hubspot. Is there a way how I (admin) can view only her CRM contacts to check with activities ? Thank you so much for your help.
Hi @MTanevskiy
if you are a superadmin in the account
you should be able to see all the activity within records.
If you want to check on her...read more
I'm new to HubSpot. I'm looking for a way to see my connections in a view like a spreadsheet that I can scroll and filter to find a group of like contacts. Sometimes, I need to see the whole to figure out the best approach to find a solution, if you read more
Hi @MLong18 ,
This does exist, it's called index page - you can access them easily through the menu: https://knowledge.hubspot.com/records/vi...read more
Hello, could anyone help understand why I cannot create meeting or log meeting once I am in the contact list? Is this the permission issue or should I do anything first? Thanks in advance!
Hello! I am new to the platform, and when I chatted in for assistance they suggested I come in here. We have a web form (external, from our site provider), and each incoming one is usually a new contact/client (but not always). It comes to read more
Hello @oconnor_bb , thank you for posting in our Community, and welcome to HubSpot!
Are you currently adding the " hello-1 email" in the email pr...read more
Hi @CMiller3 ,
You can find step by step instructions for creating custom properties here: https://knowledge.hubspot.com/crm-setup/manage-you...read more
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. read more
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...read more
Hi all. I'm coming from years of using Salesforce and finding Hubspot to be very different. Lots of questions, but the one I want to ask now is about how leads and contacts are structured in Hubspot. In Salesforce, a lead and a contact are two separ read more
Hi @awilliams777 ,
There is a great post by @franksteiner79 explaining how lifecycle stage, lead status, and deal stage are supposed to be u...read more
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl read more
Is there a way of creating a form that requests full names, emails and mobile numbers that then once completed and submitted back automatically creates contacts in Hubspot with this information. And for these contacts to be linked to a particular c read more
Hi @MLee6 ,
Yes, all contact forms created in HubSpot also automatically create contacts. You can also enable an automation that automatica...read more