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MKhalid9 on December 08, 2023
I want to Uncheck value of checkbox in my field in import sheet, how to do that? I am leaving my excel cell blank (to make it uncheck) but after importing, i have noticed that the value is still there in HubSpot. Seems like HubSpot doesn't recognize read more
Community Manager
December 08, 2023 16:56
Hey @MKhalid9 , Happy Friday! Thank you for reaching out to our Community! I would recommend starting with setting a default value for more
GAlvarez13 on December 08, 2023
Hey Hubspot fam, I have a list of target accounts/companies. I know we have quite a few contacts for a lot of these companies in Hubspot already. What's the best way to get those contacts consolidated onto either the csv with the accounts OR read more
0 upvote
1 Reply
Community Manager
December 08, 2023 15:08
Hello @GAlvarez13 , thank you for posting in our Community! Currently, you can import files into HubSpot. You can import records, such more
NT_ on December 08, 2023
Hey, I got a problem with our user access and view. Every member of my team needs to see the same view. The problem is that every time they arrange the columns, add properties, and click save, it doesn't save the view. So, every time they close read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 08, 2023 08:20
Hi @NT_ , If this is the view that shows all records, you need to click the small duplicate icon right next to the save symbol to save more
liamkelman on December 07, 2023
Hi there, Can you create a list of deals based off the record id property. You can do this for emails. I have a list of hubspot deal id's on a spreadsheet and want to find them in the CRM. Is it possible? Thanks for the help in advance. Be read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 11:22
Ha, you're right, @liamkelman , this doesn't work for the record ID field. Bummer. In that case, I'd try importing your list of deal IDs the more
OBetzalel on December 07, 2023
Hi, We have the sales professional seat assigned to users so they can book a meeting with a Contact and change the Host to the Sales Manager that will meet with the Contact. We want to set that if the meeting creator is changing the Host for the S read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 07, 2023 10:10
Hi @OBetzalel , As far as I know, there currently is no way to automate this in HubSpot. I'm also not aware of any third-party automation more
RCostello on December 07, 2023
We'd like to simply walk our Tasks view sorted by 'priority", but everytime you open a task and come back, it's sorted to its default (Last activity) order. Anyone else get creative here or have other ideas? Many thanks,
0 upvote
5 Replies
Accepted Solution
December 07, 2023 10:41
Makes sense - I created it then pinned and moved to the front. That must have made it default without me specifying. So, I guess we'll just more
JCuadrado on December 06, 2023
The smart rules button appears to be enabled but no matter how many times I click on the button it's simply not saving anymore. It did save yesterday but the rules are no longer applying. Is this a HubSpot Bug or is there something I'm doing wron read more
0 upvote
2 Replies
December 07, 2023 08:29
Thanks for the reply. Unfortuntely, I attempted the following: 1. Disabled all extensions. 2. Performed a empty cache + hard reload. 3. Switched more
MHawkinsBC on December 06, 2023
Hi everyone, A recent problem I haven't been able to solve is how to deal with franchises. We work with a lot of realtors so we have hundreds of contacts whos emails end with the same domain, all those contacts are auto associating with the hund read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
December 06, 2023 10:09
Hi @MHawkinsBC , You can exclude certain domains from the automation: more
JMidgley on December 06, 2023
Hello, Until now, we have only had one pipeline and one team using the CRM in a certain way. We're now bringing differnt teams onboard, so will start using things like having a different default view for different users. However, I'm not s read more
0 upvote
2 Replies
December 06, 2023 08:25
Hi Karsten, thanks for your quick reply. I was just referring to not seeing something along the lines of the below when I customise the create more
OBetzalel on December 06, 2023
Hi Guys, I created a rollup summary field on the Deal object, to summarize line item products (Summarize all ARR Values of related products to the deal). If the currency in the deal is set to Euro, and I create the rollup summary as currency, it di read more
0 upvote
2 Replies
Accepted Solution
Guide | Gold Partner
December 06, 2023 11:54
Hi Omer, and thanks Pam for tagging Omer your ARR rollup will calculate the right total in the currency of the Line Items and Deal, in the more
OBetzalel on December 06, 2023
Hi All, I want to create a Rollup summary field on the Company level, that rollups all related deal and takes a custom property value called "Total ARR" (It is a rollup summary field too..). When I try to create the rollup calculation, I want only read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 06, 2023 03:08
Hi @OBetzalel , What is a solution for this? creating a workflow that checks a checkbox to know if the deal is open or closed and then more
CCamargo824 on December 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more
December 07, 2023 13:07
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side more
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