Does anyone else have an issue with Insights being removed mid contract and now replaced with chargeable Breezer Intelligence? We now have to manually add a bunch of information to records on creation that would have just been there and it comp Lire la suite

Hello again, I am wondering is there a way to filter all my "paused" contacts to resume at the same time, and if so how, or do I have to go through one by one? Leslie

Hello, I am currently trying to see if there is a way to move contacts that finish a sequence (sales hub) to a Marketing Campaign (marketing hub). I haven't been able to figure it out and I don't see any training on this. Help is greatly apprecia Lire la suite

I'm looking to have a roun robin schedule that can give to two AEs regularly, but then add in a third AE every other cycle. Is that possible?

I have one calendar event (book a demo). I have a series of different HS landing pages, all with a different lead magnet. And on the thank you page for each one, I will embed the calendar. My goal is to track the conversion rate of visit Lire la suite

Hi! I'm having some trouble figuring out a way to associate activities to company based leads. Currently, communication or even notes is "saved" on lead cards. Leads based on contact works as expected, but not company based. I have tried to fin Lire la suite

Is it possible to to add a watermark on our quotes that says something like "CONFIDENTIAL"? It should appear on all pages of the quote and look something like this:

Sales is not just about how many leads you have; it’s about knowing which ones truly matter. You log into your CRM. Your pipeline looks full, but you know not all deals carry the same weight. Some accounts are cold, some Lire la suite

Hi All, Hoping to get some guidance here, we're aiming to record post meeting notes in a playbook and log these notes to the meeting that has already taken place with a customer: When doing this, the playbook notes are currently b Lire la suite

Hi! It would be incredible if HubSpot could contact Instrumental to optimize the integration and copy over custom properties to duplicate deals. We enter a ton of information on our deals, and it's disheartening when you go to duplicate the deal and Lire la suite

We have over 200 documents hosted in Sales Document, and each document is viewed about 30 times. I'm unable to extract/export the list of emails that viewed individual documents within the UI. Is there a way to extract this using API or some oth Lire la suite

Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?