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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 05, 2023 14:21
There's two really good approaches to this... 1. Create a deal for each asset. If each asset has it's own terms and all of those values, then more
AWalter3 on December 04, 2023
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
Guide | Partner
December 05, 2023 05:12
Hey @AWalter3 Best practices for using CRM/Forecasting in a services business with RFPs and direct enterprise deals include setting up more
OBetzalel on December 04, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 04, 2023 08:59
Hi @OBetzalel , Yes, you can find this information here: more
BilalAhmad on December 04, 2023
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?
Hall of Famer | Partner
December 04, 2023 06:12
Hi @BilalAhmad , Not out of the box, no. This would require custom code actions: more
OBetzalel on December 04, 2023
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
0 upvote
3 Replies
Accepted Solution
Guide | Gold Partner
December 05, 2023 05:56
For example here is the calculation property for HubSpot MRR I used line breaks to make it a bit more readable. round_nearest( if is_present( more
AKhakimova on December 04, 2023
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
0 upvote
1 Reply
Hall of Famer | Partner
December 04, 2023 04:13
Hi @AKhakimova , Unfortunately not, no. The settings are either on or off but there aren't any additional customization options: more
BAllen5 on December 01, 2023
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
0 upvote
2 Replies
Accepted Solution
Participant | Partner
December 01, 2023 15:59
You can just have a property on the deal called "Product Type" with the options Product A, B, C. Then you can just have a deal report show count more
PAtlan on November 30, 2023
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
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
November 30, 2023 16:36
@PAtlan wrote: For now, my workaround is that my "Expert" contact get immediately assigned a Lifecycle phase of "Expert" which is at the end of more
cjl2016 on November 30, 2023
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
1 upvote
1 Reply
Key Advisor
November 30, 2023 10:37
Hi @cjl2016 ! Our company has 3 verticals. And our sales people like to track Inside vs. Outside sales, which leads to 6 pipelines! 😫 So I hear more
218bertsch on November 29, 2023
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
0 upvote
2 Replies
November 29, 2023 13:22
controlled access is something we can work with on account of Hubspot would only be housing admissions data which is only of interest to our more
RMaxwell1 on November 29, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 11:52
Hi @RMaxwell1 , Unfortunately not, no. This is currently only possible with workflows. There are good news however: The product team is more
OBetzalel on November 29, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 11:37
Hi @OBetzalel , HubSpot doesn't let you hide menu items directly. Instead, what's available in the menu is directly influenced by the more
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