All posts, page 37 of 139
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HubSpot Knowledge BaseHow to Manage Saved and Default Index Page Views in HubSpot
Saved and default index page views let you control how users see your CRM data on tables across core objects like Contacts, Companies, Deals, and Tickets. Think of these index pages as your front-line data workspaces, the first screen your teams touch when managing records. When you navigate to Conta
HubSpot Knowledge BaseHow to Use HubSpot’s Redesigned Board View (Beta Guide)
If your team has ever struggled with clunky board views that slow down progress reviews, you’re not alone. Static interfaces and limited filtering in CRMs can make it a chore just to see where deals stand, or what needs attention. HubSpot’s redesigned board view (currently in beta) offers a cleaner,
HubSpot Knowledge BaseHow to Control Which Properties Appear on HubSpot Records
It’s easy for your team to drown in cluttered CRM records. You scroll through dozens of fields to find one crucial detail. Your sales reps waste precious follow-up time scanning irrelevant info. Your marketers avoid logging key actions because the fields are buried. And support reps duplicate data a
HubSpot Knowledge BaseHow to Customize Object Creation Forms in HubSpot CRM
If you’ve ever had to fix broken data after a record’s been saved, or worse, rerun a report because critical fields were left blank, you’re not alone. Whether you’re in RevOps or the HubSpot admin seat, you’ve likely struggled with sparse deal entries, mismatched lifecycle stages, or support tickets t
HubSpot Knowledge BaseHow to Customize Pipeline Board Views in HubSpot
If your HubSpot deal board feels more like a cluttered spreadsheet than a strategic sales tool, you’re not alone. Many teams feel dragged down by default settings that don’t match their workflow. Stages don’t reflect real milestones, filters hide the wrong deals, and sales reps waste time sifting th
HubSpot Knowledge BaseHow to Customize HubSpot CRM Records (Fields, Layouts, and Views)
When your CRM feels cluttered, clunky, or just plain off, it’s usually not your team. It’s the setup. HubSpot’s default record structure works fine out of the gate, but as your business matures, those out-of-the-box fields can slow your team down. You start noticing the symptoms: reps wasting time hu
HubSpot Knowledge BaseHow to Customize Record Previews in HubSpot CRM
If your team has to open every single contact, deal, or ticket just to find one piece of information, you’re bleeding time. A rep is trying to qualify a lead. A support agent scanning for ticket urgency. A marketer verifying campaign data. Clicking into complete records again and again drags down sp
HubSpot Knowledge BaseHow to Customize Close Date Automation for HubSpot Objects
In HubSpot, every deal has a system property called “Close date,” which either reflects when you expect a deal to close or when it actually closes, depending on how you’ve set up your rules. If you’re using the default behavior, HubSpot automatically sets this date the moment a deal reaches the “Cl
HubSpot Knowledge BaseHow to Create Color-Coded Object Tags in HubSpot
If managing a growing HubSpot CRM feels like spinning plates, you’re not alone. As new deals, contacts, and tickets pour in, disorganization creeps up fast. Sales reps mislabel leads. Marketing loses track of campaign engagement. Support teams waste time digging into tickets that look the same at fi
HubSpot Knowledge BaseHow to Create Custom Record Cards to Display CRM Data in HubSpot
It’s frustrating when you open a record in your CRM and have to dig for the details that matter. Whether you lead sales, customer success, or operations, you’ve probably seen the time it costs when team members scroll endlessly, flip through tabs, or overlook important data buried several clicks dee
HubSpot Knowledge BaseHow to Create and Use Association Labels in HubSpot
As your HubSpot environment grows, keeping record relationships aligned with the real world can become a serious challenge. You’ve probably seen it: a deal linked to the wrong contact, or a company tied to multiple records without any real context. When those connections lack clarity, your automatio
HubSpot Knowledge BaseHow To Create, Edit, And Use Custom Objects In HubSpot CRM
At some point, your team outgrows HubSpot’s default objects, Contacts, Companies, Deals, and Tickets. When your business relies on tracking subscription plans, owned products, vendor contracts, or implementation projects, the standard data model just doesn’t go far enough. You lose visibility, autom
HubSpot Knowledge BaseHow To Create And Customize Lifecycle Stages In HubSpot
If your lifecycle stages in HubSpot aren’t clearly defined or consistently applied, the cracks show fast. Marketing qualifies leads too early. Sales inherits records they can’t act on. And customer success misses cues for post-sale engagement. Meanwhile, your dashboards tell a story that doesn’t ref
HubSpot Knowledge BaseHow To Back Up And Restore HubSpot CRM Data Safely
If you’ve ever lost critical CRM data, think customer records, deal history, or support tickets, you know how quickly things unravel. Sales forecasts fail, reports lose credibility, and compliance risks start to pile up. One accidental deletion can mean hours of cleanup and lost trust across your te
HubSpot Knowledge BaseHow To Automatically Set And Sync Lifecycle Stages In HubSpot CRM
When your lifecycle stages are out of sync, your HubSpot dashboards stop telling the truth. Contacts, companies, and deals show conflicting data. Marketing thinks a lead is sales-ready, but Sales sees them earlier in the funnel, or outside the funnel altogether. Automation misfires. Reports break. A
HubSpot Knowledge BaseHow to Auto Create Companies From Contacts in HubSpot
When you’re managing a growing CRM, one issue becomes impossible to ignore: contacts often aren’t linked to the right companies. Maybe they came in from an import, synced via integration, or filled out a form, but the result is the same. You’re left piecing together fragmented contact records, which
HubSpot Knowledge BaseHow To Assign And Control Record Access In HubSpot
For many HubSpot admins, one of the most complex balances to strike is deciding who should see what. Give teams too much visibility, and sensitive customer data lands in the wrong hands. Lock things down too tightly, and sales reps or support agents cannot do their jobs. If you’ve been handling tick
HubSpot Knowledge BaseHow To Add And Manage Multiple Account Currencies In HubSpot CRM
Trying to manage revenue across multiple countries in a single CRM can quickly spiral into a mess. If your sales reps close deals in euros, pounds, or rupees, but your reporting needs to roll up into U.S. dollars, you’ve likely run headfirst into misaligned totals and messy dashboards. Without prope
HubSpot Knowledge BaseHow To Use HubSpot Conversations On The Mobile App
Support issues don’t clock out at 5 p.m., and neither should your ability to respond. Whether you’re traveling, stepping out of the office, or covering weekend shifts, missed messages can snowball into frustrated customers and unresolved tickets. If your team relies only on desktops to manage
HubSpot Knowledge BaseUsing AI Assistants In The HubSpot Conversations Inbox
If your support inbox is overflowing with repetitive questions and slow turnaround times, you’re not alone. Service teams spend countless hours drafting responses, triaging tickets, and repeating the same sets of information. That delay, those few minutes per message, quickly adds up, draining team
HubSpot Knowledge BaseHow To Bulk Update WhatsApp Consent Status In HubSpot
Manually updating WhatsApp consent for hundreds, or even thousands, of contacts in HubSpot isn’t just inefficient; it’s impractical. It’s a liability. One outdated consent field can lead to non-compliant messages, broken workflows, or misplaced trust with your customers. If you’ve imported con
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HubSpot Knowledge BaseHow To Enable Automatic Chat Transcripts In The HubSpot Inbox
If you manage customer support, you’ve likely run into this problem: chats happen fast, agents switch shifts, and suddenly, no one can find the details from yesterday’s conversation. Critical context gets lost, follow-ups take longer, and your compliance team is left in the dark during audits. HubSp
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