Hello Team, I have doubt between deal stages and Lead staus on how they are different if we can manage all of our data in deal stages do we need the lead status option?
Hi @SaintPeter ,
Deal stages are meant to track an opportunity - once you say that there is an actual likelihood of that contact/company becom...read more
Hi - hoping someone can help. We have a situation when we quote a client - we quote the same product but with different options on one quote form. Right now I create a seperate deal for each item on the quote. This is a lot of work as you can im read more
Thanks for the clarification @rdumelle . As you describe it, it makes sense how you'd like it to work, but I'm not sure that's a standard solution i...read more
Hello! I've started using Saleshub for wholesale real estate. I have organized my buyers into companies and contacts. I want to start adding sellers (leads) to the CRM but not sure how to go about this. I would like to organize it in a way t read more
Hey @Bdubs
if you are on a free version of the CRM
I'll create a custom property to select between seller or buyer
so that you can filter an...read more
Hello, I am associating a large number of customers to a new company owner. Unfortunately, the tasks remain with the original customer owner. Is there any way to associate company and tasks to a new owner simultaneously? Thank you
Hi @luismm01 , Thank you for reaching out to the Community! If I understand correctly, you want to reassign the tasks from one owner to ano...read more
Hi all, I am hoping you can help me out here as I am a new Hubspot user and ever since creating my account have have constant issues with logging in to hubspot and also I have not been able to log in to the Hubspot Wordpress plugin to connect Wo read more
We were new when we applied for sales hub and got declined due to no online presence now we are 1 year old and growing I do not want to change my CRM since we are using HS from start and all of our customers are in HS we are interested to send email read more
I work in the A/E/C industry--our pipeline is a more of a proposal pipeline in which we respond to RFPs. Once a deal is won, it becomes a project--a single built piece of work. I want the ability to track a deal from lead submission all the way to c read more
@PamCotton happy to jump in to share insight!
@Selj_Dan for your use case, the best option would be to use Sales Enterprise* so you can have cu...read more
Hi guys, I keep getting this error box when trying to connect my email to HS. HubSpot Sales extensions is installed and valid. Sorry. HubSpot couldn't connect to your inbox. Please reconnect your email account. This app cookie doesn't hav read more
Hi @PBorzym
Without knowing what you imported, how you imported it and how your import file was structured there isn't much advice I can giv...read more
We need to import a csv file. It has a field named "tags", which contains content like this: "mailinglist, donor, volunteer". I can create a "tags" field, and give it a type of "multiple checkbox", but how do I get it to create all of the values read more