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Account & Settings

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MCanna on October 14, 2024

Contacts missing

Hello we do not see anymore the contacts on our dashboard. We have all the contacts on carifsrl@gmail.com but we can't see them on HubSpot how to rehave all contacts thanks Michele canna

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 15, 2024 00:17

Hi @MCanna , Where exactly in HubSpot are you checking for your contacts? Could you please share a screenshot of the entire page? This will he...read more

CDeMares on October 14, 2024

Issue with Phone Personalization Token in Emails

I’ve created several personalization tokens for our email signatures as presets, but I’m encountering an issue with the phone number token. While other tokens are working correctly, the phone number is not showing in the signatures (See images below read more

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0 upvote

1 Reply

Jnix284

Hall of Famer

October 14, 2024 15:48

@CDeMares not sure if this is the cause or a typo, but your token shows {{ user.phoneNumber }} and the preview shows {{ user.phone }} which wouldn...read more

Solved

COGorman on October 14, 2024

Prospecting

Hi Guys, A brief one: I cannot see the prospecting area on my hubspot anymore. Any ideas on how to find this?

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1 upvote

4 Replies

Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

October 14, 2024 07:03

Hi @COGorman you should find it in the menu under workspaces maybe someone in your team opted into the Sales workspace its the new version o...read more

RAWBiochem on October 11, 2024

Product List

In the old Hubspot format version I was able to add in a Product info tag (heading) which allowed me to add products in a pull down list for each prospective client. By using this product identifier for each prospective client, I am able to filter read more

Reply Contacts

0 upvote

3 Replies

RAWBiochem

Member

October 15, 2024 09:55

Yes I am trying to add an item to the product list It is not on a quote or a bill. I use the product list to help in filtering my prospect list for ...read more

TSchmidt9 on October 11, 2024

Changing shown properties in the inbox

Hello everyone, We would like to edit various properties for the respective contact on the right-hand side when viewing a message in the inbox. Currently, I can’t find a way to add a new property there that will be visible for all users in our H read more

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0 upvote

3 Replies

TSchmidt9

Member

October 14, 2024 14:13

Hi Karsten, do you have any updates on that? Thank you in advance. Kind regards

Solved

OBetzalel on October 10, 2024

Can't update the user's name

Hi guys, I am trying to update the name of the user in the system and I received this message: What can I do? Thanks!

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0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 10, 2024 11:01

Hi @OBetzalel , Have you asked the user to update their name on their own? If the user is in multiple portals, this is a safeguard against you...read more

Solved

GWeidler on October 09, 2024

Creating a new account with an email associated with a deactivated account

i am trying to create an account but the email was added as an user to another account and then the user was deleted before accepting the invite. Now i am unable to use the email to create a separate account. how can the admin of the previous acco read more

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0 upvote

1 Reply

Accepted solution

Mike_Eastwood

Key Advisor | Gold Partner

October 09, 2024 19:05

Hi @GWeidler If you're on a paid plan with HubSpot you could ask Support to help. If you're a Gmail user you could suffix your usernam...read more

PWINICK on October 09, 2024

Unable to add more than 1 user

Hi guys, I am using the free version for now. I originally had 2 Super Admins and one other user. I removed them both which left just myself as the single Super Admin user. However, when I try to add a new user I am unable to. It says I do not have read more

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1 upvote

6 Replies

PWINICK

Member

October 11, 2024 02:20

Thanks Kennedy. So what does this mean if we choose to upgrade? Could we face the same problem? This is really important before we spend any money wi...read more

Solved

KGopalakrishn on October 08, 2024

Configuring Contact Access for Different Teams in HubSpot

I have a team called 'Call Center,' and I've assigned permissions to every user as 'Contact and Their Teams,' so they can only view the contacts assigned to them and their team members. Now, I have another team, for example, 'Receptionists,' for whi read more

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1 upvote

1 Reply

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

October 08, 2024 10:01

Hey @KGopalakrishn This is an enterprise feature in HubSpot you can create permission sets that enables you to define preset permissions for y...read more

Solved

AAdmin7 on October 07, 2024

Permission to set Disqualified/Lost Leads to a different stage

There are some cases that we need to set the Disqualified/Lost Leads back to a different stage like working in Leads Object. Currently, Super Admin can do this. We need to give this permission to specific Sales Managers. Is there a specific read more

Reply CRM Sales Settings Workaround

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 07, 2024 01:43

Hi @AAdmin7 , No, at the moment this is not possible, see here: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-wor...read more

Solved

pfwmadrid on October 04, 2024

The "about the company" fields have disappeared. How do I recover these? thanks

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0 upvote

6 Replies

Accepted solution

pfwmadrid

Member

October 04, 2024 10:20

Hi Karsten, That worked (eventually!) Many thanks for your help. Paul

MLamb13 on October 03, 2024