I'm currently implementing a system where I combine a Company Score and Contact Score within the Deal Pipeline in the Sales Hub. My goal is to quickly identify super-qualified cases, some in between and so forth. So basically, I can have compani read more
Are you selling to Accounts to Contacts? That would be the first question I would ask in your methodology as you are entering Account-Based territory...read more
Hi, I have run into the issue that the companies have listed their current website provider but its not going through to the contacts that are assoicated with company. I would like the contacts to also have the current web provider without having read more
Hey @FLiu
so the last thing to check is your profile/user permission
this could be the reason why your are not being able to use the search ba...read more
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus read more
@RHendricks I built out a stage tracker for deals and looked at some of our deals to verify.
The "Closed stage" is a combination of "Closed w...read more
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref read more
Hi @CTurton ,
Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find ou...read more
Hi, Our company is a perk provider and we currently serve only one country, but soon we are looking to expand to other countries. My concern is if we have for example ABC company as our customer in one country with domain ABC.com and now we are g read more
Hi Palak,
If having multiple companies with the same domain causes problems for your NetSuite integration, you may be better off planning to im...read more
Hello! I have a big problem because my sales team is getting bigger. How can I keep leads private? EX: Bob is my sales man. Bob wants to find some leads and add them up to HubSpot and after that he will start to call them. I woul read more
Hi @ACodita ,
For any user in your portal, an admin can select what they should be able to see. You can do so via user permissions: https://k...read more
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated ...read more
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more
Hi @RandyC ,
I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...read more
Hello, we are trying out Hubspot CRM and have begun entering Tasks, and attaching them to contacts, companies and deals. However, we have not received any notifications or reminders for any them, and several tasks have gone past due. We are not read more
@karstenkoehler , your advice did the trick! We each disabled our notification settings, saved them (where prompted), and re-enabled them. As of ...read more
We are a b2b manufacturer and receive many leads from end users that we cannot fulfill directly. We pass them on to chosen customer companies that then install the product in a leads home. We need a way to associate it to the company we give it to a read more
Hi @rjonesSolaria ,
You could use existing or custom properties to "label" your contacts. That way you can exclude them from automated communi...read more