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?

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,

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.

Hi, I get the following error message when I try to import e-mails via csv: "This file isn't a valid CSV or Excel spreadsheet. This file’s type is message/rfc822." The funny thing is, I get this message for all types of csv files. Even w Leia mais

Hello, there! I have a case with a client who is facing problems with associations. Despite he has all the associations between companies and deals, the company activity doesn't duplicate automatically in the deal activity record. He's especially co Leia mais

Hi all, We've just migrated our deals data from Pipedrive to HubSpot. And I noticed a strange thing on a lot of our deals: deals that have status as WON on Pipedrive, but the migrated deal in HubSpot showed 'Is Deal closed' and 'Is closed won' a Leia mais

Hi All! Bit of context first, we wanted to track which contacts were referred by other customers so I created a new contact --> contact association label called 'Referrer'. I now want to report on which deals have come from the contact th Leia mais

Is there a way to give users access only to contacts, companies, deals that they have created themselves?

I added a new user and gave him access to everything, but he doesn't see the pipeline contents and can't create a new deal. Do you have any idea how this is possible?

Hola que tal me encuentro en una situacion un poco confuza, actualmente estoy utilizando hubspot saleshub para inter servicio a domicilio, solo que cuando creo un negocio dentro del contacto no migra la informacion del contacto a una seccion donde p Leia mais

We are a small real estate flipping and wholesaling company and looking to increase our training, especially onboarding our sales team. They primarily use Contacts and Deals and want to know best videos or practices for onboarding them to use Hu Leia mais

Hi everyone, Is there a native way in Hubspot to transfer Ticket properties to Deal properties? We won't be using Service Hub anymore, but some of the Ticket properties we created overtime are useful for our Sales (Deal) teams. Some help would be m Leia mais