Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see read more

Is there a way to conduct a mass delete of templates & sequences through the API based on given parameters? Even better if I can set up a script to routinely clean out templates/sequences after the one year mark.

Hi, If you add additional emails to an active Workflow, will contacts active in that Workflow be sent the new email (i.e. assuming there is a Xday delay in the Worflow before any contact reaches the end? The reason I'm asking this is wrt a m read more

HI Is there a software uptate to allow drag and drop attachments into a deal/ company/ contacts. I really do not wish to save my files then upload. Drag and drop is easier and does not take up space. Please implement! 🙂

Hello, our two businesses Peeq and Peeq Pro have been used together as the same business for a while but now we want to separate them to collect more accurate data. Both domains are different and we want to make sure we can differenciate both entiti read more

Does anyone have any tips or tricks on keeping contacts enrolled in a sales sequence, even if a prospect replies to an email?

My boss wants to see a forecast of our future revenue, but the problem is our business is not subscription based. The amount changes from month to month and it is difficult to determine what the next month's revenue will look like. He is not satisfi read more

Hi all! I have only just started to use Hubspot and there are already stages built for leads and deals but what I am trying to analyse is: the number of days between each stage to get an understanding of where there are delays or long cycles in the read more

Hi, been trying to understand all the tools, very intuitive, but also lots to learn. What would I need to set up for the following scenario? Small business has 3 separate products: 1) Franchises 2) Selling Equipment 3) Staff Training Services I m read more

I would like to be able to sort on multiple columns in the deal views. When working with the pipeline, I would like to show the multitude of deals based on stage, probability, revenue, last contact date, etc. Right now, I can only sort by read more

Hello! we sell construction equipment and take trades. At times we get requests for equipment that we do not have but may get in on trade in the future. So I need a way to keep those listed and in front of us. Any suggested that could be used. We ha read more

Does anyone out there know a way to sort the Deal Owner in the dropdown by name? Thx