Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more

Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings read more

Hello, I have some general questions around Ops Hub. I believe this is a relatively new feature to Hubspot but we've been told it's pretty powerful. That being said I am curious some feedback on the level of customization: -Can you use read more

Hello, I'm trying to limit what users can see in Sequences. I've searched and haven't quite found the answer to this....Currently users can see the entire org of Sequences. It's too much data, and we have an internal use case to only allow eac read more