Hello, I'm wondering how I report on properties within a deal stage. For example, I have a deal stage called 'Closed Lost', and within this is multiple reasons as to why the deal has been lost. How do I report on each individual reason instead read more

Hello, We are making a quote using a quote template however we want to be able to adjust the header image. We aren't trained in how to adjust it using code so I am wondering what alternative we have?

There seems to be a glitch with Hubspot forms. For some reason, Hubspot thinks that having two first names on the dependent fields on the form, despite being different options, is a duplicate. The issue with this is we don't have the a form number l read more

Hello, Is there a way of rotating your entire marketing contact per month? For example, at the end of the month every contact is made non-marketing. Once the 2nd of the following month has passed, a task is sent to organise marketing contacts f read more

Hello, Is it possible to mass remove contacts from a pipeline? I want to free up pipelines but I can't if they have records in them. I don't want to delete the contact only remove the contact from the pipeline stage.