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Solved
MTanevskiy on February 10, 2025
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.
1 upvote
10 Replies
Accepted solution
Most Valuable Member | Gold Partner
February 11, 2025 07:24
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
Solved
MLong18 on January 28, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 28, 2025 13:04
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
Solved
sonahub on October 18, 2024
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!
0 upvote
1 Reply
Accepted solution
Community Manager
October 18, 2024 12:27
Hi @sonahub ! Welcome to the Community-- happy to have you here 😊 This may be a permissions issue. This Knowledge Base article outlines...read more
Solved
Jonathan_Baker1 on January 10, 2024
Hello Community! I wanted to ask if there is a way to set up notifications for potential duplicate contacts in HubSpot? Thank you
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 10, 2024 00:35
Hi @Jonathan_Baker1 , This might depend on your subscription, but generally yes, this option exists under Settings > Notifications >...read more
oconnor_bb on April 03, 2023
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
0 upvote
1 Reply
HubSpot Employee
April 04, 2023 08:58
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
Solved
CMiller3 on March 04, 2023
I would like to set up a custom property that needs to be completed by the sales team
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 05, 2023 01:30
Hi @CMiller3 , You can find step by step instructions for creating custom properties here: https://knowledge.hubspot.com/crm-setup/manage-you...read more
danawjones on December 22, 2022
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
1 upvote
4 Replies
HubSpot Employee
April 19, 2024 17:59
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...read more
Solved
awilliams777 on November 28, 2022
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 29, 2022 00:18
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
Solved
edwandersson on October 14, 2022
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
Accepted solution
Hall of Famer | Partner
October 14, 2022 09:36
Hi @edwandersson , Yes, 'Now in sequence is equal to True' and 'Last sequence enrolled date is known' can be used interchangeable here. ...read more
Solved
MLee6 on May 25, 2022
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 25, 2022 01:30
Hi @MLee6 , Yes, all contact forms created in HubSpot also automatically create contacts. You can also enable an automation that automatica...read more
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