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Solved
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
Accepted Solution
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 becom...read 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 i...read more
Solved
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 an...read 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 ano...read more
Ray78 on February 15, 2024
Hi all, I am hoping you can help me out here as I am a new Hubspot user and ever since creating my account have have constant issues with logging in to hubspot and also I have not been able to log in to the Hubspot Wordpress plugin to connect Wo read more
0 upvote
3 Replies
Community Manager
February 20, 2024 16:02
Hey @Ray78 , thank you for the extra information. Have you followed up with the team over email after submitting the form? Providing them ...read more
MichaelMA44 on December 08, 2023
We were new when we applied for sales hub and got declined due to no online presence now we are 1 year old and growing I do not want to change my CRM since we are using HS from start and all of our customers are in HS we are interested to send email read more
0 upvote
1 Reply
Most Valuable Member | Elite Partner
December 09, 2023 17:42
Hi @MichaelMA44 can you clarify what you mean by you got declined? did this happen when you were trying to purchase a subscription?
PKruss on November 14, 2023
here are two popups that cannot be removed even when i uploaded a one entry excel contact list.
0 upvote
5 Replies
Member
November 23, 2023 21:40
Any other suggestions to stop this annoying pop up tour?
Solved
Selj_Dan on November 14, 2023
I work in the A/E/C industry--our pipeline is a more of a proposal pipeline in which we respond to RFPs. Once a deal is won, it becomes a project--a single built piece of work. I want the ability to track a deal from lead submission all the way to c read more
0 upvote
6 Replies
Accepted Solution
Most Valuable Member | Elite Partner
November 14, 2023 20:59
@PamCotton happy to jump in to share insight! @Selj_Dan for your use case, the best option would be to use Sales Enterprise* so you can have cu...read more
Sfx on October 17, 2023
Hi guys, I keep getting this error box when trying to connect my email to HS. HubSpot Sales extensions is installed and valid. Sorry. HubSpot couldn't connect to your inbox. Please reconnect your email account. This app cookie doesn't hav read more
0 upvote
9 Replies
Community Manager
October 19, 2023 10:59
Hi everyone! Thanks for adding me to this conversation and for helping out, @Josh ! ⭐ Hi @Sfx , I'll be happy to assist with troubleshoo...read more
Solved
PBorzym on August 04, 2023
I uploaded my first set of data with 125 lines in the CSV file and ended up with 875 companies and no contacts. How do I resolve this issue?
0 upvote
1 Reply
Accepted Solution
Key Advisor
August 04, 2023 13:27
Hi @PBorzym Without knowing what you imported, how you imported it and how your import file was structured there isn't much advice I can giv...read more
ccleve on June 26, 2023
We need to import a csv file. It has a field named "tags", which contains content like this: "mailinglist, donor, volunteer". I can create a "tags" field, and give it a type of "multiple checkbox", but how do I get it to create all of the values read more
0 upvote
4 Replies
Participant
November 14, 2023 06:35
Super helpful! Does someone here also happen to know about how to migrate Automations from ActiveCampaign to Hubspot? Thanks!
SDezo on May 23, 2023
I thought this would happen automatically. Is there a way to have form entries get added as contacts?
0 upvote
1 Reply
Most Valuable Member | Elite Partner
May 23, 2023 19:28
@SDezo does the form ask for the contact's email? If so, contact creation should be automatic, otherwise, you'd have to turn it on. ...read more
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