Hi All, Question, can I create custom Pop-Up Tours for when I make changes in Hubspot? Let me drop some context here. This would be for all users. If I could enable it by team that would be even sweeter. As Hubspot rolls out new features , the read more
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error)
Even if the sales team create a new quote for approval, this old quote need to be canceled.
We need this functi read more
We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal?
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more
Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac read more
My client had a lot of duplicates in the system, in some cases the same person had 2 records one with a valid email and one with a made-up email like email@example.com. After deduplicating, merging these records and deleting the secondary fake add read more