We have a group of custom objects (dealers) that have associations to various contacts (customers, admins, ect) I want to create a custom list or report that I can have filtered to include only associated customers to the dealer, then email them read more
Hi @Keegan4123 ,
Are you using association labels to identify who are Customers and who are the othey association types? If yes, you can use...read more
Hello Guys, We have been using conditional/dependent properties for some time now where we set a property such as Lead Status - Disqualified so the property 'Disqualified Reason' shows to be completed, the team completes it, saves the file then the read more
I want to set the pipeline that is shown as a default when I click on "deals" tab. How can I do this? I tried reordering the pipelines but this does not change anything.
I am not sure if you can define the default pipeline that is always shown when you go to deals. I believe HubSpot remembers the last pipeline you vie...read more
One of our customers has the following requirement: they create a new contact and want to assign an existing email (e.g. with a contract) to this record. In Cobra, this is possible with the Outlook add-on. I couldn't find anything in HubSpot with th read more
Thank you very much, @PamCotton , for your prompt response and for involving the experts in the field. Perhaps they have an even better solution. Th...read more
Asked a similiar question for a use case and was suggested custom objects. For that case a custom object worked really well. Gut says its the only way for this example as well but figured id put it out to the community. Have a contact record th read more
Hi @Keegan4123 ,
If you have an Enterprise subscription and access to custom objects, then indeed you should create a custom object for this. ...read more
Have an interesting workflow problem I am working on. I have an external form that creates a deal Associ8 work flow then associates that deal to a contact then Associ8 work flow then associates that deal to a custom object I need to a read more
Hey @Keegan4123 ,
As far as I can remember Associ8 uses matching properties on each object to associate them, is that correct? If that is the...read more
We have our system set up to limit visability to our owned items (contacts, deals, leads ect) in order to minimize the clutter and work easier. We are working on our default dashboard for our sales reps and in our old system we had the ability read more
Hi @Keegan4123 ,
Just to confirm, you'd like sales reps to see the progress of other users but not the records that constitute that progress? ...read more
The search feature is fantastic - I can type any term and it will list all of the notes from conversations about that term. So, if i want to see who talked to me about strawberries this summer, I just type strawberries in the search bar and the lis read more
Hi @JLynn10 ,
With activities as a data source in the custom report builder, you can create a custom report that lists all notes containing ce...read more
What are best practices in terms of what to do with the deal? Should we close lost it, add "interested at a later time" lost reason, and maybe automate a task creation, taking place 6 months later, telling the owner to follow up? What are other ap read more
Hi @NJaramillo5 I'd usually use both to be honest! It really depends on your sales timeline. What I would recomend would be setting your "close los...read more
Trying to figure out it if there is an option/report to show a detailed view of the line items on a deal in the middle overview card section. Currently the line item card on the right side only shows item and number, and i must click into it to read more
Hi @Keegan4123 ,
Will this work for you? 1 - Create custom Line Item report (must be single-item)
Example below, I have chosen ALL TIME, an...read more
Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website requests a read more
I am struggling with association limits between contacts (and deals) and companies. I have a unique situation where we take applications to our program and every person who applies is associated with our own company record (let's call it company XYZ read more
Hi @cfraser17 and welcome to the Community! It's so great to have you here! Thanks for asking the Community and for giving all of these details,...read more