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Activity Feed
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Companies
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- A guide to the target accounts index page
- Add a parent or child company to an existing company record
- Add additional domain names to a company record
- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Change or remove a record's image
- Comment on an activity on a record
- Create and customize lifecycle stages
- Create and edit properties
- Create calculation properties
- Create companies
- Customize the create record form for each object
- Deduplicate records in HubSpot
- Delete CRM records
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot Insights on company information
- HubSpot's default company properties
- Import data to checkbox properties
- Import records and activities
- Manually log an activity on a record
- Merge companies
- Pin an activity on a record
- Property field types in HubSpot
- Property value is underlined in red
- Restore deleted records
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Set up your import files
- Sync ownership between contacts and companies
- Use the data quality command center
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and filter records
- Work with records
- Work with records in the HubSpot mobile app
Contacts
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- Add an email signature in the CRM
- Add and remove attachments from records
- Add multiple email addresses to a contact
- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically populate contact properties with HubSpot AI
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Change or remove a record's image
- Check if a contact opted out of all communication
- Comment on an activity on a record
- Create and customize lifecycle stages
- Create and edit personas
- Create and edit properties
- Create calculation properties
- Create contacts
- Create translations for your email subscription types
- Customize the create record form for each object
- Deduplicate records in HubSpot
- Default marketing statuses for newly created contacts
- Delete contacts who no longer receive your marketing emails
- Delete CRM records
- Determine likelihood to close with predictive lead scoring
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Enable Caller ID in the HubSpot mobile app
- Export contact data
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot's default contact properties
- Import an opt-out list
- Import contacts on the HubSpot mobile app
- Import data to checkbox properties
- Import records and activities
- Manage contact property formatting issues
- Manage your contacts' email subscriptions
- Manage your records in Slack
- Manually log an activity on a record
- Mention a user in HubSpot
- Merge contacts
- Partition your HubSpot assets
- Pin an activity on a record
- Property field types in HubSpot
- Property value is underlined in red
- Records | Frequently asked questions
- Restore deleted records
- Review and troubleshoot import errors
- Search within your HubSpot account
- Search your CRM
- Select properties to show in the About section on a record
- Select properties to show on record association cards
- Set contacts as marketing
- Set contacts as non-marketing
- Set up score properties to qualify contacts, companies, and deals
- Set up your import files
- Sync contacts to other apps
- Sync ownership between contacts and companies
- Understand marketing contacts
- Understand Original and Latest source properties
- Update and filter contacts using source properties
- Update the lead source property
- Update the lifecycle stage of contacts or companies in bulk
- Use lifecycle stages
- Use the data quality command center
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and filter records
- Warning: 'Some of this contact's activity has been excluded based on their IP address.'
- Work with records
- Work with records in the HubSpot mobile app
CRM Setup
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All CRM Setup articles
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- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Comment on an activity on a record
- Create and customize lifecycle stages
- Create and edit custom objects
- Create and edit properties
- Create and use association labels
- Create and use custom object pipelines
- Create calculation properties
- Create custom object records
- Customize the create record form for each object
- Customize the create record form for each pipeline (BETA)
- Customize the right sidebar of records
- Deduplicate records in HubSpot
- Edit a property value for a record
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot's change sources in property history
- Import data to checkbox properties
- Import records and activities
- Install and use CRM data audit integrations (BETA)
- Manage contact property formatting issues
- Manage enumeration property options
- Mention a user in HubSpot
- Organize, delete, and export properties
- Partition your HubSpot assets
- Property value is underlined in red
- Records | Frequently asked questions
- Resolve invalid filter errors
- Restore deleted activity in a record
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Select properties to show on records in board view
- Set up account-based marketing in HubSpot
- Set up default properties sidebars
- Set up score properties to qualify contacts, companies, and deals
- Set up your import files
- Set validation rules for a property (BETA)
- Sync ownership between contacts and companies
- Use the data quality command center
- View a log of exports in your account
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and filter records
- View the history of an activity on a record timeline
Deals
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All Deals articles
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- Add collaborators to a deal
- Assign ownership of records
- Associate activities with records
- Associate records
- Automate tasks on deal stages
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Change or remove a record's image
- Comment on an activity on a record
- Create and edit properties
- Create calculation properties
- Create deals
- Customize deal and ticket board properties (BETA)
- Customize the create record form for each object
- Customize the create record form for each pipeline (BETA)
- Deduplicate records in HubSpot
- Delete CRM records
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Edit price and term details in the line items editor
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot's default deal properties
- Import data to checkbox properties
- Import records and activities
- Manually log an activity on a record
- Merge deals
- Move a deal from one pipeline to another
- Pin an activity on a record
- Property field types in HubSpot
- Property value is underlined in red
- Records | Frequently asked questions
- Restore deleted records
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Select properties to show on records in board view
- Set up and customize your deal pipelines and deal stages
- Set up your import files
- Split deal credit among users
- Track inactive deals and tickets (BETA)
- Track recurring revenue in HubSpot
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and filter records
- Work with records
- Work with records in the HubSpot mobile app