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

Hi, We are a services business and about 70% of our business involves and RFP with all the known issues when it comes to visibility. The remaining 30% are direct enterprise deals. Are others in a similar situation and interested in sharing best pra read more

Hi guys, I am trying to import activities (Meetings) related to contacts (no need to import contacts, I do that separately) I just want to upload a csv file with the record id (points to contact record), and the rest of the Meeting fields, that by read more

Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?

Hi, I am trying to understand how the calculation of the line items works, I searched for documentation on the formulas and did not find anything. I updated it based on my knowledge and I wanted to understand if any of you have some documentation t read more

Hello! Is it possible to change settings of automatically populated default properties of Hubspot like Address, Phone, Country/Region connecting it to a European database? Currently everything is populated with the US data. Thank you in advanc read more

Hello, We are a consulting firm and I am trying to figure out the best way to utilize products for our service offerings. I'll do my best to describe the nuances of our business/pricing model and hopefully convey my point accurately. We ha read more

I have two main types of contacts: one are "normal" clients, and the other are freelancers we work with. They are differentiated using a custom property with two values. ("Type Contact" can be "Expert" or "Client") I'm starting to introduce the new read more

When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe read more

Looking to use Hubspot for tracking sales opportunities for a small behavioral healthcare company. Once a lead is qualified, they are established in our Electronic Health Records system [which is fully HIPPA compliant]. Prior to entry into our EHR read more

Hi There, I want to know if on a Starter package if there is a way to create an association between the Industry of the Company and the Industry of the Contact? In our business, we try to make this field required for all sales but it is not read more

Hi everyone, I'm creating new users and granting them permissions in the system. 1. I want to hide some of the navigation tabs, for the reason that an SDR doesn't need to need to take actions in the functionality inside the Marketing tab for exa read more