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 - 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

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

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 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

here are two popups that cannot be removed even when i uploaded a one entry excel contact list.

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

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

I uploaded my first set of data with 125 lines in the CSV file and ended up with 875 companies and no contacts. How do I resolve this issue?

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

I thought this would happen automatically. Is there a way to have form entries get added as contacts?