When I click companies and enter the grid views there's a quick filter for things like "Company Owner". Is there a way I can filter other filter types? I want to customize the quick filters. For example can i set up a quick filter for something like read more

I use HubSpot for a travel agency, and I don't have any products as such loaded since each request is a new, personalized business. I would like to know how I can get information about which destination is the most requested among all the deals open read more

Is there a way to save the configuration? I mean, if I switch to a different plan, make some adjustments, and then roll back to the previous one, can I save those settings in case I decide to upgrade again later, so I don't have to set everything u read more

I imported contacts from a spreadsheet, and they saved as all caps LASTNAME, FIRSTNAME assigned to "Firstname" status. I re-uploaded the spreadsheet to be correct with capitalization and columns in an attempt to update the already messed-up batch of read more

Dear, I have a question regarding function lists. We as a company would like to collect all our contact details on hubspot and we would like to group these contact details according to the different functions in our company. So that we can send a ma read more

Our visits to customer companies are now saved under ''Log a meeting' --> "Meeting type" Visit report. The title of the logged visit is the name of the company and the date of visit. How can I process the textual content of that activity in a read more

One of the best ways to learn social media marketing is by implementing strategies and sharing ideas with other social media practitioners, just like you.

Hi- I have two users, A and B. User A can have free reign to see any information within the system. Is there any way that I can restrict certain information from User B? Example: User A had a conversation with someone. User B should be ab read more

I want to track which company / source sent us a given company. I know there is a native way to do this using associations , but I'm not on the professional tier. We use UTM codes to track when lead hits a partner landing page: Ideal read more

Hello HubSpot Team, If i'm close-won the deal then automatically the associated contact and account should be created without doing it manually how can i do it without creating the workflow ?