Records | Frequently asked questions

Find answers to common questions about records in HubSpot.

General 

• Can I have multiple owners for one record?
• Why do records seem to disappear from the CRM?
• Why can't I find a record when I search from the dashboard?
• What is the maximum number of engagements in a record?

Contacts

• What is the difference between Company name and Associated company?
• Why are the Last contacted and Last activity date properties not updating?
• Can I select which properties to appear next to the photo in a record?
• What is the default lifecycle stage for newly created contacts in HubSpot?
• How do I set a contact's lifecycle stage backwards?
• Will images in emails sent from the CRM appear on the contact's timeline?
• How do I send an email to a list of contacts using the CRM?
• Why does a contact record have no page views?
• Why is my contact created via Analytics?
• Can I use a custom email field in a form to create contacts?
• Why are there email activities in the timeline prior to the contact's Create date?

Deals

• What happens when a deal's stage changes to Closed Won or Closed Lost?
• How can I change the deal stage from the deal record?

General

Can I have multiple owners for one record?

At this time, each record can only have one owner in the default owner property. You can, however, create custom properties with the property type HubSpot user. Properties of this type will automatically pull users in your account as options.

Why do records seem to disappear from the CRM?

• Your current view includes filters. Records that do not meet these filters will not be shown. Ensure all filters are cleared to view all records.
• Your user permissions restrict you to viewing only records that you own or records that your team owns. If you'd like to view all records, contact your administrator for the appropriate permissions.

Why can't I find a record when I search from the dashboard?

The search functionality in the dashboard can take up to 30 minutes to index records. Hence, newly created records may not always appear in the search results until later.

What is the maximum number of engagements in a record?

The maximum number of engagements is 10,000 per record. Engagements are tasks, calls, notes, emails, and meetings that get added to the record. While any further engagements will still be created, they will not be associated to the record and therefore, will not appear in the record's timeline. Learn more about HubSpot's service limits.

Contacts 

What is the difference between Company name and Associated company?

Company name in a contact record is a default single-line text property that a HubSpot user can update manually. This property is separate from any company associations that the contact records has and is not affected by automatic association or manual association.

Associated company as a column in the contacts dashboard shows the Name property of the associated company that the contact is associated to, and is directly affected by automatic association or manual association with the company record. In the contact record, you can see the associated company in the right panel under the Company section.

Why are the Last contacted and Last activity date properties not updating?

When there are many activities being logged, there may be a short delay in the update of the Last Contacted or Last Activity Date properties. If there is no change after some time, the properties may be accurately showing the value as per their definition. To ensure that they are accurate, learn the definitions of the Last contacted and Last activity date properties and when they are updated.

Can I select which properties to appear next to the photo in a record?

What is the default lifecycle stage for newly created contacts in HubSpot?

The default lifecycle stage of a contact depends on how they were created in HubSpot. 

• Contacts will have the initial lifecycle stage of Lead if:
  • They converted on a form or lead flow, unless the form or lead flow specifies otherwise by including the Lifecycle stage property as a field.
  • They were synced from Salesforce, unless automatic lifecycle stage transitions or company lifecycle stages sync are enabled in your HubSpot account.
• Contacts will have the initial lifecycle stage of Subscriber if:
  • They were added manually in your HubSpot account from the contacts index page.
  • They were added manually from the contact profiles sidebar in the of the HubSpot Sales extension for Chrome, Office 365, or Outlook.
  • They converted on a default HubSpot blog subscription form.

• Contacts who were created via import will only have a lifecycle stage set if a Lifecycle stage column was included in your import file with values. If a contact does not have a Lifecycle stage set when they are added to HubSpot, it will be set automatically when they complete certain actions.

How do I set a contact's lifecycle stage backwards?

You can set a lifecycle stage backwards manually, or in a workflow by clearing the Lifecycle stage property prior to setting the new value.

Will images in emails sent from the CRM appear on the contact's timeline?

When an email containing images is sent from the CRM, the image should appear in the email activity in the contact's timeline. Click Expand on the email containing the image to see the full image.

How do I send an email to a list of contacts using the CRM?

You can use the drag and drop email editor to send emails to a list of contacts. If you've Marketing Hub Professional or Enterprise, or a Legacy Marketing Hub Basic subscription, you can also use the classic editor.

Why does a contact record have no page views?

Page views are tracked based on the following requirements:

• The HubSpot tracking code is firing on the page. This drops a cookie on the visitor’s browser.

• The visitor’s cookie is associated to a contact record in HubSpot. This occurs in any of these situations:

  • The contact has filled out a form with cookie tracking enabled.
  • The contact has received a marketing email with identity tracking and visited your site by clicking a link in that email.
  • The Events JavaScript API was used to create the contact.

If these requirements are not met, no page view will be recorded. While HubSpot can track if a contact has clicked a link in your sales email, this click does not associate the visitor's cookie to his contact record and hence, any page views will not be tracked. 

Why is my contact created via Analytics?

When a contact's property history shows Analytics as the change source, it usually indicates the contact was created through a non-HubSpot form on a non-HubSpot hosted page.

In some cases, this is due to JavaScript events that work with the HubSpot Tracking Code to create a contact in HubSpot when a visitor's email address is detected on the page. This can happen when a visitor enters an email address in an email field on a non-HubSpot form on a page that uses the WordPress plugin or is set up with the Events JavaScript API.

Learn more about the various change sources that can be found in a contact property's history.

Can I use a custom email field in a form to create contacts?

 By default, HubSpot only creates or updates a contact based on the default Email field, and will not create a contact when they fill out a custom email field separate from the default Email field.

If you allow submissions to create a contact without an email address, these contacts will be created but it is recommended to use the default Email field as the field is referenced by other tools in HubSpot, such as workflows and marketing emails. These tools will not work with a custom email field.

Why are there email activities in the timeline prior to the contact's Create date?

Deals

• In your HubSpot account, navigate to Sales > Deals.
• Click the name of a deal. 
• In the left panel, click the Stage dropdown menu and select a new deal stage. 

You can also edit the deal stage property in the About this deal section. Learn more about editing properties.