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06401 on May 17, 2024
Hello, We've recently shifted our focus from contacts to companies. Especially ACM is really powerful tool in HubSpot but we also wanna see the Company Lifecycle Funnel. I see a beta version of Company funnel in Journey report is available but whe read more
0 upvote
2 Replies
Contributor
May 29, 2024 10:41
Hey @BérangèreL Thanks for your message. The main problem is we only update Lifecycle stages for contacts. For example: If our sales person ...read more
Solved
CP02 on May 15, 2024
We have a bunch of customers that we've marked as Target Accounts; is there a way to add an instantly visible label/icon/symbol/colour to these company records to immediately identify them as important customers? I'd like to use this identifier to read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 15, 2024 05:51
Hi @CP02 , The probably simplest way to do this would be a custom checkbox property that includes an instantly visible emoji in it's property ...read more
Solved
JSmeaton on April 26, 2024
Hi there, I'm attempting to create a workflow for our deals that also uses properties from the associated company. For a single deal, we might have multiple associated companies with different labels (e.g. Client, Architect). I want to upd read more
Accepted Solution
Thought Leader | Platinum Partner
April 29, 2024 06:09
Hey @JSmeaton yes you can choose the primary or secondary company or even a specific association label.  Hope this helps
Solved
TKhouri on April 09, 2024
I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does b read more
0 upvote
1 Reply
Accepted Solution
Top Contributor
April 09, 2024 18:46
Hi @TKhouri Exploring the connections between your clients and prospects to build out a comprehensive network can offer significant insights. W...read more
RReicker on April 01, 2024
I was wondering if anyone knows if we can create our own fields in the "About This Company" section where we can add the Sku's of the products that the customer purchases and the prices at which they purchase those products at? Currently we do read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
April 01, 2024 14:16
If you create a multi-checkbox property with the list of Sku's in it, you should be able to use a workflow to "Append" a value to that multi-checkbox...read more
MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
CCamargo824 on December 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more
Participant
December 07, 2023 13:07
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...read more
Solved
BWitcher on November 14, 2023
I recently impoprted a large list from Excel that had multiple contacts from the same company. Naturally it created a bunch of duplicates for the company, and I'm aware that it happened because the record didn't already exisit in my system. I w read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 15, 2023 00:14
Hi @BWitcher , Duplicates are a result of missing identifiers. For contacts, it would be a missing Email address, for companies, it would be...read more
Solved
DChimenti on November 06, 2023
I am trying to do some mitigation on marketing to our current customer. I started a sequence and selected the prospects from the contact level view, filtering buy 'contact owner', 'lead status', and 'lifecycle stage' at the contact level. Some of read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 07, 2023 00:15
Hi @DChimenti , In contact-based lists (Menu > Contacts > Lists), you can filter for both contact and company properties. If you remembe...read more
Solved
TChappell5 on October 12, 2023
Is there a way to globally change the view of the main tab/view on the Companies and Contacts pages? I know you can create custom views, but want to customize the main tab that people see first and adjust columns, etc.. It seems to only save per us read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 12, 2023 12:38
Hi @TChappell5 , You're correct, this is currently not possible. It would however be useful and you could request it from the product team by ...read more
Solved
TChappell5 on October 11, 2023
I would like to know how I can have some properties that we have in a Company record also show up under any Contact records within that Company? I'm fairly new to HubSpot and see that this could potentially get accomplished with a workflow, but we read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 11, 2023 13:53
Hi @TChappell5 , You're correct, this requires a workflow. You need a property each on both objects. You then need to decide which objec...read more
Solved
Nikkk on September 17, 2023
Hello all! Currently I am looking for a way how to add association label automatically through workflow. Idea: When we add company to the deal we can add association label which gives us drop-down list with types of the company. This type is store read more
Accepted Solution
Hall of Famer | Partner
September 17, 2023 12:43
Hi @Nikkk , You're correct, this is not yet possible out of the box. It currently requires an Operations Hub Professional subscription and a d...read more
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