Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com Beitrag ansehen

Good day, colleagues, We are about to implement the Lead Scoring model and are curious about the right place to have it—on the level of lead or company (that is associated with a company). I assume it is not correct to have it attached to each c Beitrag ansehen

I'm trying to find a way to see my deals and their stages trough a timeline like this one. Is there a way to do it in Hubspot or using an hubspot app? Thanks, Rémi

Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to th Beitrag ansehen

I changed the fields in "product type" property. I fogot to change the internal name to match so now i'm having two issues: 1. this property is now used in deals so I can't change the internal name and I need to. Any work arounds? 2. This field is Beitrag ansehen

I couldn't see a specific place for feature requests, if there is one I'll repost there if I'm shown the way. Thanks I've been using sales hub for some months and I have to say it's still really frustrating that some entries I change require a m Beitrag ansehen

Hi HubSpot folks, I am currently very interested in the sales process and splitting invoices into deposit and a remaining debt. I discovered the payment schedule option in the quote creation mask - as you can see in the screenshot. I would lov Beitrag ansehen

Hi Hubspot Community, as the title suggests I am looking for a solution that enables a quote to have in the line items table the monthly costs e.g. 50€ per month. (dont mind the 120€/ Monat in the screenshot it should be 50€) and in the su Beitrag ansehen

For some reason the quoting tool was changed and this is causing all kinds of problems for my sales team. I would like for it to be changed to allow selection of the quoting template to be moved back to first in the process instead of last. You not Beitrag ansehen

I have a custom field with scoring field type called "New Deal Score". I started creating workflow for priority automation based on deal score. So I set filter condition as deal score above 80 as high priority & found contract won deals also hav Beitrag ansehen

How can we set the maximum number of meetings that clients can book on the same day, with a maximum of 4 meetings?

We use HubSpot Round Robin assignments and love it, but there is no way to filter out the spam leads without human intervention? Is there anyway to incorporate a workflow for when leads submit a form that are very obviously spam, that they don't ge Beitrag ansehen