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krs360 on März 29, 2023
Hello all, Giving Hubspot another look for a smaller business I'm running. I've just synced historic Gmail emails to HubSpot, and it's also uploaded all of the email attachments. Normally this is fine, but in my case, I only really wanted the em Beitrag ansehen
jaleonard19 on März 29, 2023
Hi all 👋 I'm a Product Manager here at HubSpot working in the account configuration, user management, & permissions space. I've heard a lot of different people give feedback on how we handle Contact Ownership and the problems it present Beitrag ansehen
2 Antworten
März 29, 2023 15:02
Hey Jake, thanks for opening up discussion on this issue! One thing I've run into that I don't have a solution for yet is contact ownership speci...Beitrag ansehen
TheSpade888 on März 28, 2023
Hi All, 🖐🏾 I have been using Hubspot for years now without any such problems as now. The thing Is that my IMAP e-mail connection stopped working and the account is disconnected. When trying to reconnect I get an error telling me that Hubspot has Beitrag ansehen
1 Antwort
Stratege/Strategin | Partner
März 28, 2023 17:05
Hello @TheSpade888 Kindly check the following two resources: 1. Set up IMAP or Exchange settings 2. Find your email server...Beitrag ansehen
mzebib68 on März 28, 2023
Hi, Today when you set a user in Hubspot you can set the teams he belongs to and set his permission set. is there a way to extend this schema with oher properties such as the Geo, the type (ie. sales, mktg, supprt, etc...).... how create pro Beitrag ansehen
6 Antworten
Accepted Solution
Berühmtheit | Partner
März 28, 2023 09:31
Hi @mzebib68 , I'd recommend storing this information on the deal itself, not attempting to create a user object and reporting on this by atte...Beitrag ansehen
SKruger0 on März 28, 2023
We are busy testing Hubspot - three accounts - everything seems to work, except one of the accounts - even though its "logged in" via the extension in Outlook, when I check his settings It says his email account is not linked but he is logged Beitrag ansehen
1 Antwort
März 28, 2023 05:44
Not really sure. Since you are testing Hubspot with the intent of purchasing, I would reach out to the sales team and ask for support. This is a user...Beitrag ansehen
CSchmit5 on März 24, 2023
Spoiler (Zum Lesen markieren) I unintentionally deleted our whole organization account (ID: 26706228 ), as I wanted to delete my personal profile. Is there any possibility to restore the account? Our whole knowledge base is in it (350+ p Beitrag ansehen
3 Antworten
Berühmtheit | Partner
März 26, 2023 21:22
Hi @CSchmit5 , This process usually takes a few days, as far as I know. Fingers crossed. Best regards
MCabauBernade on März 24, 2023
Hello! I need to see the logs of our Hubspot account, and if possible export or download them in CSV. Is this possible? If so, where do I have to go to see and export the logs?
1 Antwort
März 27, 2023 07:28
Hi @MCabauBernade , Thank you for reaching out to the Community! Users with super admin permissions can view the audit log of exports...Beitrag ansehen
Smiley_Nelson on März 23, 2023
I have 15 Lifestyle Change categories. How do I generate a report that shows each category and the cases that are under each category? I want to be able to scroll and see all of my cases and see the status of each.
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 23, 2023 22:05
Hi @Smiley_Nelson , There is a default report under Menu > Reports > Reports > Create report. Use the search bar in the top left corn...Beitrag ansehen
Zayne on März 23, 2023
For some reason whenever I need to pick an account in HubSpot, the default one is my developer account. I can't find where to change this. Can someone please point me in the right direction ?
3 Antworten
März 27, 2023 06:24
Turns out this didn't help in the end. I'm back to being shown my developer account first. The star is still there. It seems as if there is something...Beitrag ansehen
SWinklerHelo on März 23, 2023
Hi community, First time user, first issue to ask about. One my team members is attempting to use the "Sync from Google Contacts" extension (or do we call it a plug-in?) but needed some sort of permission from the admin (me). I received the followi Beitrag ansehen
2 Antworten
März 23, 2023 13:59
Thank you. The last bit of that video was what I needed. But I *think* all I have to do is toggle "allow use to export data" and the "Sync from Google...Beitrag ansehen
NHiestermann on März 23, 2023
Hi, I have my currency set to South African Rands, but half my deals are showing in USD and half in ZAR. When I try to quote, it now is making my quote USD. I am unable to quote because everything is reverting to USD. You can see the below screensh Beitrag ansehen
2 Antworten
März 23, 2023 22:51
Hi Pam The deals were already there and then changed to USD, so sometimes I will create a new deal and it’s in ZAR and sometimes it goes into USD. Thi...Beitrag ansehen
HDiDomenico on März 22, 2023
Hi! I'm working on setting up the signatures for our company, and they are not displaying properly when the recipient opens the email on a Mac (we've tried on two different computers, both using Outlook - one web and one app). I found how to fix t Beitrag ansehen
3 Antworten
März 29, 2023 05:53
Hi! Checking in - does anyone have any ideas on how to assist me with this? I'd really love to start using HubSpot's email options, but my team can...Beitrag ansehen
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