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BooleanReview
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Member since ‎Jan 5, 2023
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Chris Kiefer

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BooleanReview on December 30, 2023
Hello HubSpot Community, I'm reaching out to gather insights or potential solutions for a challenge we're facing related to deal merges in HubSpot. The Challenge : In our CRM operations, we often merge duplicate deals. While the primary dea read more
SHinojosa3 on January 17, 2023
Is there a way to see how many deals were merged in a particular month? We are working on a report to track all our deals each month and would like to know how many of those deals were merged. Thanks for any help you can provide.
0 upvote
3 Replies
Participant
December 28, 2023
I'm still interested in a solution to this. Did anyone figure it out?
Solved
SStefan2 on May 23, 2022
Every time when a new contact come from zapier, their marketing status is set to be "Non-marketing contacts". Is there a way to change that marketing contact status using zapier? I tried to retrieve the data about that field but there is no optio read more
Participant
April 03, 2023
But is there a way to mark a contact as "non-marketing" within a zap that would be unsubscribing someone. I am able to edit all sorts of contact pr...read more
jgoodwyn on March 22, 2021
I'd like to be able to remove specific users from the Deal Owner dropdown list on the Deals Dashboard. There are some users on my team who don't use the deals feature at all and having their names on the deal owners list makes filtering more difficu read more
18 upvotes
8 Replies
Participant
January 05, 2023
This makes a ton of sense to us as well. We have 20 hubspot users and 4 sales reps. The other 16 users will never need to and should never be deal ow...read more
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