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  • ToniCH on August 24, 2021
    0 upvotes
    1 Replies
    Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is ...
    Reply
    Participant | Platinum Partner
    August 25, 2021 06:26
    Hello @ToniCH ! My recommendation is to store that budget as a custom property if it is truly a simple input field. What hubs are you u...
  • Solved
    VZIOM on January 18, 2021
    0 upvotes
    3 Replies
    New to CRM trying to set it up. In the Map Columns and having difficult tie to decide wahr to add to each one there's so many. Do I have to click on everyone. Is there a standard form to click to just add emails and all the others stuff as you go. W...
    Reply
    Most Valuable Member
    January 19, 2021 22:54
    Hi @VZIOM , There isn't an easier way to this in HubSpot. For each column of your import file, you need to either find an existing HubSp...
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