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?
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
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
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
Hello there, Reaching out looking for a bit of assistance. I'm relatily new to Hubspot and we have started onboarding recently. It all goes well but the main issue we are facing is setting up automation for whenever the contract is expiring read more
Hey @JohnJeko this is pretty straight forward to do! I'd recomend having a read through the list of workflow actions to get more familiar and hav...read more
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,
Hey @Bdubs
so only paid seat in Sales Hub can enroll in sequences.
You can ask a paid seat user or request a paid seat for yourself
to use t...read more
Hello hivemind! I two specific questions. We have two forms that are essential to our business. One is a qualifying lead form and one is a profile. Qualifying Lead Form: If I use HS forms, can I use conditional logic to qualify or disqualify a 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
Happy to help @PamCotton , thanks for the tag!
Hi @swest6602 if you have a custom object, that means you have sales enterprise, so you can b...read more
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
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
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 @LLampe ,
Yes, in the enrollment criteria of a deal-based workflow, you can always specify (under "Deal properties"), that "Pipeline is any...read more
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
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
Hi @PollyannaLima ,
If you're question is whether you can configure HubSpot to automatically deduplicate contacts by phone number, then no, th...read more
My company is a B2C marketplace where we connect Homeowners with General Contractors. I've set up our Homeowners as Contacts, but I'm not sure if our General Contractors should be Companies or additional Contacts. It's helpful for us to associa read more
Hi @MBuild ,
If you're planning to also send emails to contractors, these would also have to be contacts, yes. HubSpot also to some extent ass...read more