How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.

How would I change the default first action to a call vs. an email after selecting leads in the sales hub workspace leads section? I have made the changes for the guided actions in settings, but when I go to Sales Hub Workspace > Leads > Selec read more

Im new to Hubspot and we are evaluating the product for upgrade and support potential and after setting this up, my summary Deal page for each opportunity lost all of its content (below the line on the left). I have found the fields that were read more

Every time I export data from the Deals section it excludes the company field and the contact field. I have tried ticking a few different boxes when selecting what data to export but that info still does not appear. Even when those columns are prese read more

Hello, I am running into a slight issue. I have created a workflow to make it easier for the sales team to create contacts on the go all at once when they create a new company. Store Owners Name and Email address as properties on the company are read more

Hi team, is there a way to automatically update a deal with the MRR once a quote has been created? We have a deal property called "MRR" that's populated by sales at the beginning of the sales process. It's merely an estimate and I would like read more

Hi HubSpot Community, I’m customising a quote template and have encountered a persistent black line that I cannot remove, despite extensive attempts using custom CSS. What I’ve Identified: The black line appears near the top of the quote. read more

Hey all! Hoping someone else has ran into this issue before. We have a sales rep who is suddenly out of office for the next month, so their meeting scheduler is no longer showing availability. There are 29 of their contacts enrolled in various sequ read more

I need to mandate that users select a meeting outcome before saving. I did this for Calls over a year ago, but all the recent changes to the navigation make it impossible to find - if it even still exists. Does anyone know? I found the Outcome Types read more

Hi I have a problem with the quote. User can get through the quote and request approval. Approver request changes in the quote and after that user cannot open and edit quote anymore users gets error: There was a problem loading your quote. Plea read more

When we manually create new leads in the Sales Workspace and connect them to a contact, Hubspot creates a duplicate of that lead on the same contact, automatically naming it [contact name] YYYY-MM. Sometimes the lead is assigned to the owner of the read more

1) Are we sync multiple Gmail and other calendars that are not Gmail in HubSpot? 2) And if so, up to how many? 3) And can they all be linked to the Meeting Scheduler ?