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 there, Reaching out looking for a bit of assistance. I'm relatily new to Hubspot and we have started onboarding recently. It all goes well but the main issue we are facing is setting up automation for whenever the contract is expiring read more

Hi, my colleague can' t click on the button ''Logging meeting'' in their record under ''meetings''. He has a sales professional seat. How can we solve this so that he can log a meeting?

Hello, I'm currently using the Sales Hub Pro plan and can't figure out how to enroll a list into a sequence. I've watched this video and do not see the "Enroll in sequence option that can be seen at the 2:12 mark. Best,

Hello hivemind! I two specific questions. We have two forms that are essential to our business. One is a qualifying lead form and one is a profile. Qualifying Lead Form: If I use HS forms, can I use conditional logic to qualify or disqualify a read more

We're just setting up Sales Hub. On a regular form I've been able to add a hidden Custom Object (called Marketing Campaigns) field to associate the Contact to a specific 'Marketing Campaign'. I don't see a way to do this using a form in Meetings 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

Hi, can you create a workflow for a specific pipeline? I wan't to create a workflow that when a deal in a specific pipeline goes to ''won'', a document automatically appears where employees have to fill in some information.

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

Is there a configuration to validate duplicates with the phone number?

My company is a B2C marketplace where we connect Homeowners with General Contractors. I've set up our Homeowners as Contacts, but I'm not sure if our General Contractors should be Companies or additional Contacts. It's helpful for us to associa read more