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Smiley_Nelson on Março 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.
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 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...Leia mais
Solucionado
Zayne on Março 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 ?
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2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 23, 2023 22:17
Hi @Zayne , By hovering over a portal, you should see the option to pin / unpin a portal, could you try that? Best regards
SWinklerHelo on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Março 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...Leia mais
NHiestermann on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Março 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...Leia mais
HDiDomenico on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Março 23, 2023 05:26
Thanks, Pam. I read through both of those (and every other thread I could find), but didn't see any that address the problem I'm having with the web...Leia mais
Solucionado
APBorges on Março 20, 2023
How do I move properties between groups?
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 20, 2023 22:16
Hi @APBorges , Under Settings (gear icon) > Properties , search your property, select it, then click Add to group . I've numbered the s...Leia mais
AClairet on Março 20, 2023
Hey community, Hoping this make people interract as I come across this issue often. When sending emails from Gmail (with Hubsport integration), logging the email will also automatically log its attachements, which are sometime heavy. This ma Leia mais
1 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 20, 2023 13:55
Hello, @AClairet thank you for posting in our Community! Currently, it is only possible to turn on and off the option below as the screenshot...Leia mais
lvn on Março 20, 2023
I can’t change the billing company name as the Edit button is greyed out and it gives me the “We aren't able to process your request through this page. Please contact your account manager directly.” message. I have updated the company name in th Leia mais
0 avaliações positivas
3 Respostas
Gerente da Comunidade
Março 21, 2023 05:47
Hi @lvn , Thanks for the screenshot! I looked into this internally, and you'll need to contact HubSpot's billing team to get your compa...Leia mais
DHaven on Março 19, 2023
I get the following screenshot on Firefox and Chrome with my Macbook: I just got the SEO certification, and the site told me to go https://connect.com to make an account for it. I can't do that with this issue.
0 avaliações positivas
3 Respostas
Gerente da Comunidade
Março 22, 2023 06:51
Hi @DHaven , That does sound odd indeed! Just to confirm, you are seeing this message when you click on the login button on this page cor...Leia mais
SeeOurBeach on Março 16, 2023
Is there somewhere in Hubspot to turn off auto-creation of contacts from Direct Traffic? (i.e. Hubspot embeded analytic code in web pages) I found a setting labelled "Allow tracked events to update contact properties" and set it to OFF but it di Leia mais
0 avaliações positivas
2 Respostas
Participante
Março 20, 2023 09:23
Ah! Thanks for pointing out that help page, Karsten. I followed the instructions up to the line: Click to toggle the Collect data from web...Leia mais
Solucionado
Diablo on Março 16, 2023
Hi, I am sending email to contacts through Outlook, I can see all the on the Last Activity Date all the contacts I have sent them email, but when we go to the Companies tab and filter with Last Activity Data we only get a few contact, are we do Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Top colaborador(a) | Parceiro
Março 16, 2023 13:25
Hi @Diablo , I think the issue here is that you are trying to get the same results from two different objects in HubSpot. Contacts and C...Leia mais
Solucionado
APropst on Março 14, 2023
Is there a way to see who marked a task off as completed?
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4 Respostas
Accepted Solution
Top colaborador(a) | Parceiro
Março 15, 2023 13:56
Hi @APropst , Please hover over any completed tasks and click "History". This will show you everything. I added this video too.
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