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SCaldevilla en Febrero 15, 2024
Hey there Hubspot community, I just started using Hubspot, I wanted to start with the free verison to see if I liked the tool. I'm having an issue with records. I've been adding company contacts and once I get to over 100 company records the nu Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 16, 2024 00:17
@SCaldevilla this is very unusual then. Are you sure you're always looking at the "All companies" tab and haven't accidentally compared the number ...Leer más
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cmac90 en Enero 31, 2024
I'd like to add validation rules to the Company Name property, but I can't select any of the preconfigured options as they're greyed out. When I hover over these, I see the following message " This rule can only be changed during property creation." Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 01, 2024 00:13
Hi @cmac90 , No, there is not, unfortunately. It's not about the property already being in use or being filled with data, this really seems to...Leer más
VillaVilla en Agosto 20, 2022
My colleague has changed company currency from GBP to Euro. All of a sudden almost all existing deals' currency turned into Euro. We updated the company currency as GBP again, but existing deals currency didn't turn into GBP again. We are stuck in Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Agosto 22, 2022 05:34
Hi @VillaVilla Thank you for reaching out! Would you mind trying to clear your cache following those steps , as well as trying with a...Leer más
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BLai en Julio 27, 2022
Hello Team, I am new to Hubspots and I found that we should have disabled 'Create and associate companies with contacts' option under Automation in companies setting long ago. But everytime we import contacts, the system is still creating associ Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Diamond
Julio 28, 2022 05:37
Hi @BLai To the best of my knowledge, if the setting is off it should be off - and HubSpot should not continue to automatically create ne...Leer más
CBolgi en Junio 16, 2022
Hello team, We connected our group mails to Hubspots to receive and response customer request to manage them with platform. Despite several tests incoming mails did't drop down Hubspots. Please check and advise Arf Financial GmbH 25956338 Leer más
0 Me gusta
2 Respuestas
Miembro
Junio 17, 2022 09:54
Hi team We used as below shape,thanks Menu > Conversations > Inbox
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Edyta7510 en Enero 26, 2022
Hello, I need to setup additional user permissions in the tool. Here's what I've got: Sales owners own companies & contacts, they are the ones who create and own deals. They can view/edit the deals that they own. Here's what I need Leer más
0 Me gusta
5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 26, 2022 08:18
Hi @Edyta7510 , That's correct, you can create more than one, I'm not aware of any limit for this specific property type. Best regards! ...Leer más
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aaron12 en Diciembre 27, 2021
Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings Leer más
1 Me gusta
1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Diciembre 28, 2021 01:58
Hi @aaron12 , You're correct, this is unfortunately currently not possible. I think this is a valid request however and you could submit it to...Leer más
LHuffman en Octubre 26, 2021
The members of my team cannot see any prospect notifications in the Activity Feed tab. (This question is not related to the "blur" after we hit our max free monthly limit on notifications. I understand that. This is a completely different question Leer más
0 Me gusta
2 Respuestas
Participante
Octubre 28, 2021 09:20
Thank you for this advice and answer. We will make some adjustments over the next few weeks to see if this resolves the issue.
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LRhodes en Agosto 06, 2021
In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma Leer más
0 Me gusta
5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Agosto 10, 2021 14:15
Hi @LRhodes , In that case, I'd suggest these settings: Sales rep: Primary team Ohio , Additional team West Virgina Contact/compa...Leer más
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WSkworzow en Junio 10, 2021
Hi, My review has been deleted and I would like to know the exact reason for this deletion. I mean, which rules does my review violate exactly? Thanks in advance.
0 Me gusta
3 Respuestas
Accepted Solution
HubSpot Employee
Junio 11, 2021 09:57
Sure happy to clarify here. The Solutions Directory is a place for clients to assess a partner's ability to deliver a particular product or service. ...Leer más
susilovati_cds en Octubre 08, 2020
Hi Community, So we had a need to import a number of contacts into HubSpot. The companies associated with these contacts already exist in the CRM. I went ahead and did the import but HubSpot re-created existing Companies such that now we have so Leer más
0 Me gusta
1 Respuestas
HubSpot Employee
Octubre 08, 2020 09:43
hi @susilovati_cds Here are a few things to note in relation to the issue you're facing: - When a new company is added through import, H...Leer más
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PSid en Enero 19, 2017
Hello I assume this is a simple problem, but I just didn't find the answer yet. I do have two hubspot accounts. 1. Here I can switch between the sales and marketing panel. On this account I also "host" all contacts and sending the emails Leer más
0 Me gusta
4 Respuestas
Accepted Solution
Exmiembro de HubSpot
Enero 20, 2017 10:52
Hi @PSid , Indeed, in this situation the best thing to do would be to export all of your contacts, companies and deals from the B2C CRM, and i...Leer más
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