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BPR
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Brett Randall

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BPR on December 01, 2024
Linking Quotes to custom objects
Hi all Within our HubSpot environment, we are testing setting up a custom object for an entirely different type of customer. Most of our customers end up in Companies, however some of our customers are so different in terms of requirements, the read more
Reply Discussion Enterprise
0 upvote
2 Replies
BPR
Participant
December 02, 2024
Understood, thank you. I guess we will store all information in Companies and just rely on views to ensure there is a degree of segregation between d...read more
Solved
BPR on December 01, 2024
Linking Quotes to custom objects
Hi all Within our HubSpot environment, we are testing setting up a custom object for an entirely different type of customer. Most of our customers end up in Companies, however some of our customers are so different in terms of requirements, the read more
Reply Discussion Enterprise
0 upvote
2 Replies
BPR
Participant
December 02, 2024
Understood, thank you. I guess we will store all information in Companies and just rely on views to ensure there is a degree of segregation between d...read more
Solved
BPR on November 27, 2024
Importing custom objects records and linking to Companies
Hi all I'm experimenting with how importing works at the moment for a potential CRM migration. I've imported a number of companies into the CRM. I've also created a custom object called Facilities. I have a spreadsheet with all the facilities th read more
Reply Discussion Enterprise
0 upvote
3 Replies
BPR
Participant
November 28, 2024
I've tried this import again and it worked this time. Even though I was ONLY importing a file with Facilities in it, this time I left "Choose how to ...read more
Solved
BPR on November 27, 2024
Importing custom objects records and linking to Companies
Hi all I'm experimenting with how importing works at the moment for a potential CRM migration. I've imported a number of companies into the CRM. I've also created a custom object called Facilities. I have a spreadsheet with all the facilities th read more
Reply Discussion Enterprise
0 upvote
3 Replies
BPR
Participant
November 28, 2024
I've tried this import again and it worked this time. Even though I was ONLY importing a file with Facilities in it, this time I left "Choose how to ...read more
Solved
BPR on November 27, 2024
Importing custom objects records and linking to Companies
Hi all I'm experimenting with how importing works at the moment for a potential CRM migration. I've imported a number of companies into the CRM. I've also created a custom object called Facilities. I have a spreadsheet with all the facilities th read more
Reply Discussion Enterprise
0 upvote
3 Replies
BPR
Participant
November 28, 2024
I've tried this import again and it worked this time. Even though I was ONLY importing a file with Facilities in it, this time I left "Choose how to ...read more
bsm007 on January 29, 2020
pre-set property default value
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
Reply Idea Contacts & Companies
342 upvotes
91 Replies
BPR
Participant
November 26, 2024
When 95% of the contacts (or any object) require the same option, but 5% require something different, how amazing would it be if you could just... yo...read more
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