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 Beitrag ansehen

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 Beitrag ansehen

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. Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

Hi there, Has anyone encountered an issue with de-duplicating Accounts in Salesforce because contacts are related to more than one account? We believe this issue stems from HubSpot allowing contacts to be associated with a primary company and ha Beitrag ansehen

We are a startup hub, so ultimately there is a lot of turnover in the companies that are in Hubspot - for example, if a startup fails or the founders decide to discontinue the business. We don't necessarily want to lose record of the company, i Beitrag ansehen

Inline editing is beautiful in Salesforce, but seems to be impossible in HubSpot. Does anyone use a workaround for inline editing of company and deal records? I see apps for purchase, but I don't have a budget to spend on it. The use case is recurri Beitrag ansehen