Hi all, Since trials are pretty essential to our business, we record trials as custom objects and a life cycle stage as well as deal stages in HubSpot. The thing is when there are different people who participate in the purchasing process. 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