Hi, Is there a quote property for revision number? Whenever we recall and edit a quote, we need to see a version number of that quote. I can customise our quote template. I think I only need an internal name for this requirement. Or if this is n read more

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

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

Mobile app android Create a notes in the contact but fail to save. With error??

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

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

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

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