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Munim on May 28, 2022
Bonjour, Après création des comptes pour mes utilisateurs, je suis en train de leur attribuer les autorisations. Le problème c'est que je dois faire cette tâche en les passant utilisateur par utilisateur, ce qui est fastidieux surtout lorsqu'on a read more
0 upvote
0 Reply
allisonhowe on May 27, 2022
When hiring a new or lower-level user to answer phones it is vital to not overwhelm them. My receptionist(s) need access to Playbooks (when answering calls) and Sales Templates (when following up) but unless they have a PAID seat - I can not off read more
0 upvote
0 Reply
justip on May 26, 2022
Hi all, Just getting started in the Hubspot world and I've been trying to find out how to prevent contacts from my company domain from becoming leads in our tool? Blocking the domain is one option that I know of, but if I do so - and there i read more
0 upvote
1 Reply
Hall of Famer | Partner
May 26, 2022 04:44
Hi @justip , As far as I know, there isn't any specific settings for this. Any contact that submits a form will be marked as a lead, unless yo...read more
CWhite29 on May 25, 2022
Emails sent from Outlook are not tracking in HubSpot (for contacts that are in HubSpot) but emails sent from HubSpot will show up in the sent box in Outlook. Not using the Outlook add-in. Thoughts?
0 upvote
1 Reply
Community Manager
May 26, 2022 13:41
Hi @CWhite29 , Thanks for reaching out! Have you connected your email to HubSpot? If so, when you send a 1:1 email through HubSpot...read more
Solved
tologon1 on May 25, 2022
Hello. I need webhook functionality in HubSpot. However, you need a developer profile to create them. I have a super admin profile. The question is, is it possible to create a developer profile in an already created application? And how to do it? read more
0 upvote
1 Reply
Accepted Solution
Participant
May 25, 2022 07:10
I misunderstood the meaning of "Application". This article helped me figure it out https://legacydocs.hubspot.com/docs/faq/how-do-i-create-an-app-in...read more
Solved
YMaievska on May 25, 2022
Hello, Could I please request a Certificate of Tax Residency for 2022? Kind Regards, Janina
0 upvote
1 Reply
Accepted Solution
Community Manager
May 25, 2022 12:32
Hi @YMaievska , Thanks for reaching out! Concerning the Tax Residency Certificate, as mentioned in this article her e, HubSpot does ...read more
THwu on May 24, 2022
HI, I'm trying to reset an user's account password but the reset link keeps getting sent to the user's phone which is no longer active. Where and how do I update the phone number of an user? I can't find it at all in hubspot.
0 upvote
1 Reply
Community Manager
May 25, 2022 01:17
Hi @THwu , Thank you for reaching out to the Community! To navigate to account preferences & settings, log into the user account you wi...read more
DEllis-Hill on May 24, 2022
HELP! I'm trying to add a mandatory field when setting up a deal to monitor which source our leads came from? E.g. referral, Google, LinkedIn, Email, repeat business, etc. I want to be able to monitor what is and isn't working in terms of our p read more
0 upvote
3 Replies
Hall of Famer | Partner
May 24, 2022 03:18
Hi @DEllis-Hill , Have you reviewed the link that I shared? It's explained step by step there: https://knowledge.hubspot.com/crm-setup/set-up...read more
JKilgore on May 23, 2022
Hey Everyone, over the weekend, the contacts page for hubspot changed view to have boxes around each property and on each contact. It is extremely clunky. Is there any way to change this back to the normal view? Thanks!
1 upvote
5 Replies
Community Manager
May 24, 2022 13:22
Hi @JKilgore and @PWorks , Thanks for your feedback! I would highly recommend you to post this feedback at the ideas forum . Ou...read more
Solved
BethCox on May 23, 2022
I seem to have connected my outlook email to hubspot from hubspots side, but emails sent to my outlook account are not appearing in Hubspot. Is there something I need to set up in my outlook account to make this work?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 23, 2022 04:05
Hi @BethCox , Emails are only logged to HubSpot records when they're replies to emails originally sent from HubSpot or the HubSpot Sales ex...read more
SBesliu on May 20, 2022
Hi, I would like to create a workflow to clear the contact and deal owner once the Hubspot account of a user is deleted. I wanted to ask if its possible ? Thank you!
0 upvote
1 Reply
Hall of Famer | Partner
May 21, 2022 04:17
Hi @SBesliu , Yes, this can be done but you have to specifically select these inactive owners in those workflows: (When users ...read more
CHaze on May 19, 2022
Hi Everyone, Recently Hubspot has changed the layout in their main areas (Contacts, Companies, Deals, etc.) The change inlcudes a more grid like appearance and smaller font, both of which make it harder to read. Is there any way to incre read more
0 upvote
1 Reply
Community Manager
May 20, 2022 12:25
Hi @CHaze , Thank you for your feedback, while there isn't a way to increase the font size without magnifying the page, I would recommend sha...read more
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