Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more

i did see some older posts on handling inventory. we are a small company with small inventory. i would love to setup a way when a product is sold, it reduces inventory (hence no one else can sell it), and then come the next month/issue, have it re read more

Hello! We are looking for some community advice on what your thoughts are on the best practice for forecasting contract terminations in our pipeline. We are a telecom company and most of our contracts with customers are 12+ months that auto rene read more

Hi all, Any tips on how to clean up companies & contact masterdata? Data has been added in the past from dynamics, but it's a mess now, what is the best way to clean it? extract, clean in excel? no data losses? this doesn't interfer read more

Hello, I would like to be able to filter dates properties by the next 7 days and I can't find how to do it. I see "the last 7 days" for some properties but that's all. Thank you in advance. Best regards, Mélissa

Hey there, I'm looking for the best practises to do marketing source tracking for calling our past cancellations who are already in HubSpot. So the source would be "Cancel Callbacks" and should be a deal property since the contact has been creat read more

I don't think there is a way to do this in a template without having the sales team create their own templates but i wanted to reach out to the pros. Is there a way in a Sales Email template to include a sender's HubSpot Meeting link if the tem read more

Hi All, We're using HubSpot across most parts of our business now, and it's going pretty well overall. But also we're growing quite rapidly with lots of new people joining, and providing training/onboarding is going to be a challenge - not so mu read more

Hi everyone I am looking to set up a Lead Pool to move any old, cold or uncontacted leads into so my sales team can pick them up when they need extra leads to work. For context, we have a well-structured, regionally based lead allocation workflo read more

Hoping someone might be able to let me know a more efficient way to do this. Im creating sales email templates with pictures and graphics. I first upload all the pics and graphics under Marketing->Files and Templates->Files. I was cloning read more

QR scanner on the mobile app works well, however, it would have been good if salespeople can have a QR code in HubSpot. I see Hubspot doesn't generate a QR code but a digital business card for sales will help. Any ideas?

Hi Hubspot community, In the Task feature, we want to have a column for "complete by" date to know when exactly the task gets completed. "complete by" was a default column, however, dates for this column by default will show "jan 1, 1970", and read more