Hi everyone, I've set up a structure but it's not working as I expected. We ask for license start and end dates as deal properties for each deal. When a renewal happens, a new deal is created. However, until this new deal is marked as won , we do read more

Our Sales manager wants to review the activities of his team from Sales Workspace, however she is not a super admin. Do only super admins have the right to look at other's activities?

ı would like to activate the quote approval process, however I would like to activate it partially. Is it possible to add filters like "If the discount rate is bigger than %70 send to quote approval"?

Hi HubSpot Community, I'm encountering an issue with a workflow that's supposed to update specific deal properties based on the "Deal type" property. The workflow works fine when the deal is initially created, but it fails to update the propertie read more

100 days prior to renewal a deal is created in HS within 10 ays that deal needs to be enrolled in a sequence (a few options for team to choose from based on the deals performance over the previous year). I need to track how many of these deals ar read more

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

こんにちは。 HubSpotのコンタクトについて質問です。 私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。 ・グループAとグループBは登録する際に入ってくるフォームが違います ・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれています コンタクト登録するグループとしないグループを分けることはできますか？

We work with various real estate agents on multiple deals. We may work with one agent on multiple deals though a given deal will only have one agent. Ideally I would like to be able to associate the agent's contact record to the appropriate deal read more

Uploading existing Line items to a deal - How do i ensure i do not duplicate them. we do have a unique ID for each line item but how can i ensure this is doing its job?

Good day. I would like to know how many users I can create in HubSpot with view and edit access to company and contact objects. They will not need all of the features on HS. i just want to be able to assign companies for them to manage on a week read more

Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum read more

As a Holiday Park operator in the UK our customers may enquire into several different parks, in fact we would encourage it (more opportunties for us to win the business). Sales team work independently on each park and their CRM should be limited to read more