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Solucionado
LuSalazar on Julho 02, 2024
Hi, my company has one main company in sweden and a subsidiary in the UK. We are migrating all our contracts to hubspot but for legal reasons we need to be able to sign some contracts with the UK company. Is there any way we can add our UK subsidary Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 03, 2024 04:34
@LuSalazar custom quote templates assume some level of development proficiency. There is not a step by step documentation for this exact use case. ...Leia mais
Solucionado
RR001 on Junho 13, 2024
I want to disable the ability for most users on my team from adding new Contacts or Companies into HubSpot. The only way records should be allowed into HubSpot is either via an Import or if a SuperAdmin adds the records. Is this possible? All I c Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 13, 2024 12:46
Hi @RR001 , This is currently not possible. HubSpot has announced that the product team is working on a dedicate permission however: ...Leia mais
Solucionado
BDowding on Abril 24, 2024
I have created a property and am attempting to use radio buttons for the information to be captured in HS. However, when I go back to the form the radio buttons do not appear and instead the defined answers show up as a pull-down menu. Anyone have i Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 24, 2024 13:49
Hi @BDowding , Dis you accidentally select a drop-down instead of radio select? You can double check by looking up the property under Settings...Leia mais
Solucionado
NLai on Abril 19, 2024
For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Conselheiro(a) de destaque
Abril 19, 2024 05:47
Hi @NLai , So while importing you must have received options so first you will select - One file Multiple object Company, deal At ...Leia mais
Solucionado
MRomero43 on Abril 08, 2024
Hello Community, We have a problem when creating a company which has the same domain as a previuos one. Hubspot doesn't create a new company, but modifies the information from the previous one (keeps the same record id for the company). We need Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 08, 2024 05:28
Hi @MRomero43 , Through a form submission, HubSpot can't know whether you want to merge or create a new record. The identifier (the domain) is...Leia mais
Solucionado
SCaldevilla on Fevereiro 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 Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Fevereiro 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 ...Leia mais
Solucionado
cmac90 on Janeiro 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." Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 06, 2024 00:33
Hi @cmac90 , There's an update on this, a private beta 🙂 Companies | Tickets | Deals | Contacts Set validation rule...Leia mais
VillaVilla on 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
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...Leia mais
Solucionado
BLai on Julho 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Participante de valor | Parceiro Diamante
Julho 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...Leia mais
CBolgi on Junho 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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Junho 17, 2022 09:54
Hi team We used as below shape,thanks Menu > Conversations > Inbox
Solucionado
Edyta7510 on Janeiro 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 Leia mais
0 avaliações positivas
5 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 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! ...Leia mais
Solucionado
aaron12 on Dezembro 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 Leia mais
2 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 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...Leia mais
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