Hi everyone! I need some help please. We have 4 products available with our company and I am trying to create a team in HubSpot that can only see all the deals for 2 of the products. Unfortunately I can't change the deal owners as that is alread read more
Hi @RazorP ,
Record access in HubSpot is entirely based on ownership. If you cannot change deal ownership, then you're stuck in terms of chang...read more
Hello all, We have the following situation in our company: We use 1 HubSpot portal for all our branches (different countries and continents) We sell our products in several currencies Even if the same currency is used in two countries there read more
Not really 😞 That post talks about multi-currencies which is something already provided by HubSpot, the problem is that it only generates one ...read more
Hi @FelixC ,
Have you completed these basic troubleshooting steps? https://knowledge.hubspot.com/account-management/troubleshoot-hubspot-mobi...read more
I am hoping that someone can help please? Before I start, I need to explain that I have based my career in sales, on asking stupid questions, and I am mopt going to stop now. I just tried to create a new company in Hubspot. As I have done for qu read more
Hi everyone, In addition to a log-in prompt, another great feature for the App/Addon would be to be able to adjust the panel to any size. With the Old Outlook it was possible to enlarge it, but not make it smaller, let's say only a few pixe read more
Hi @ErikP98 and welcome, we are so glad to have you here! 🤗 I'd like to thank you for sharing your valuable feedback with the HubSpot Communi...read more
Currently when an international lead comes through it triggers an internal notification to someone on our team then they forward to our partner to follow up with. It includes the lead's name, contact info and what they are interested in. Is it at al read more
Hi everyone,
We’re currently using Microsoft SharePoint to give our partners access to marketing materials. The content is divided into two types:
Materials that are shared with all p read more
Hi @OBetzalel ,
This can probably achieved with custom development; the main question being at what cost. HubSpot does have features to set up...read more
I have created a freestanding form in Hubspot that is being used to trigger a deal. How do I auto populate the deal properties with the data from the form submission and the associated contact's properties?
I couldn't find this question asked before and I'm new to HubSpot--I'm hoping anyone might be able to point me in the right direction. I think I'd like to use a conditional Deal tag to solve an issue but I'm not sure if it's the best solution. read more
We have a custom object called "Campus" which is associated with Companies. I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at. I d read more
Hi @TChappell5 ,
As far as I know, you can only display one level of association (e.g. companies associated to contacts and the company proper...read more
What are best practices for logging & associating sales to products/line items on a daily basis (sometimes hundreds of sales)? We get daily sales reports broken down by customer provided thru a 3rd party service that does not offer API capabilit read more
Hey, @CRoss9 👋 Of course I'm biased towards Operations Hub which unlocks a lot of power natively in HubSpot. And the setup and tools recommend...read more
I am working on writing a custom deal property that calculates the expected annual amount based on the close date. The ultimate goal is to include the custom deal property on our pipeline reporting to show us the total annual amount (an existing Hub read more