Anyone wanna brag about their best practices about using Custom Lifecycle stages? Or be a rebel and argue against them? Doing some CRM restructuring and wonder what the vast Hubspot Community thinks about this new feature. Cheers. happy p read more
Good day Is there a way to copy the URL of an object or task to another deal or task using a workflow? or by creating a note on the object with the URL? It would be great if there is that function as we copy a deal to another pipeline and wh read more
Hi, my sales team has the following reporting issue. When we add a recurring deal, these are often deals with no end date. The Analytics Report for recurring revenue is fine. However our sales needs to report on order intake as well (Closed Deal amo read more
Hello, Is it possible to copy a meeting activity from one deal to another? I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t co read more
Hi Guys, I am looking at creating a portal for partners of the business to log in be able to view the status of the leads that they have submitted via a form. I am unable to see currently an object within the page editor to be able to displa read more
We use quite a few lists, static, and active for communication. These lists also contain vital contact information that I want to sync back to outlook. Example, I have a CEO list that is synced to outlook. I can make changes to a person's name, read more
Hi I am wanting to create a unique sidebar for one team. In the editor there is the 'account wide section', whilst I don't seem to be able to remove this section (I'm guessing that has to be there?) I can edit the properties but I'm nervous th read more
Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac read more
Ever import your products and then need to make a change to many at one go such as a pricing update?
You can bulk update products via import using the object ID.
To get the product ID of your products you can export them again o read more
I created a custom object that is associated to deals, contacts and companies.
However, the email/call communication from those objects doesn't show on my custom object.
I'm unsure how to investigate the problem/fix it.
T read more
We are trying to update the lifecycle stages, and while we had success getting them added as outlined in the link: https://knowledge.hubspot.com/crm-setup/create-and-customize-lifecycle-stages ... we are not able to update contacts with the new s read more