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  • HerveFR on September 24, 2021
    0 upvotes
    1 Replies
    Hi everybody, I would like to use the Hubspot extension for my Wordpress website. I've several forms (one for each job offer as I'm a recuiter). Right now, when somebody does a new form submission, Hubspot automatically creates the email's conta...
    Reply
    Key Advisor
    September 24, 2021 08:55
    Hi @HerveFR , Let me get this straight - you want people to submit a form and NOT have a contact record created in your CRM... but then whey y...
  • yilinchu on September 24, 2021
    0 upvotes
    1 Replies
    Hello, I have some problems after creating a list. Since I cloned a list created by others and added it to my folder, I wanted to pin the list on my view to check it on a regular basis. But I found that I couldn't find my list when I clicked on "Ad...
    Reply
    Most Valuable Member
    September 24, 2021 04:24
    Hi @yilinchu , Are you referring to saved views ? You should be able to clone or pin views from other users perfectly fine. If you clon...
  • MWest6 on September 21, 2021
    0 upvotes
    1 Replies
    My team is starting out with hubspot and we are all very new to CRM and still exploring what it can do. We work from a shared inbox, and send emails through outlook using the shared email address. The issue is that hubspot is not always logging th...
    Reply
    Most Valuable Member
    September 21, 2021 23:16
    Hi @MWest6 , How exactly are you logging emails, via the HubSpot Sales Outlook desktop add-in? If yes, then the following criteria must be met...
  • DBird1 on September 16, 2021
    0 upvotes
    3 Replies
    Hi I have run a couple of events and i want to be able to have each contact attendance recorded on their profile and to be able to pull a reports of attendance for each event and what event each contact has attended. Looking at the advice on...
    Reply
    Community Manager
    September 19, 2021 20:20
    Thank you for the additional information. I am unable to pull/create a report whereby I can see who attended which event (Across multiple eve...
  • Solved
    MBoudreau on September 13, 2021
    0 upvotes
    1 Replies
    I accidentally turned on "assign company owner to contact by default". Can I unassign the contacts that it automatically assigned?   For a few weeks after I turned it on, it assigned owners to company contacts that I did not want it to. I am...
    Reply
    Top Contributor | Diamond Partner
    September 13, 2021 21:08
    Hi @MBoudreau , Unfortnately you cannot unassign these company owners automatically. You have to do them manully. Hope this helps! If w...
  • VDrigin on September 02, 2021
    0 upvotes
    5 Replies
    In Hubspot, in the Companies module, there is a section on the right hand side called 'Related Companies'. This is an existing feature of Hubspot. This allows a company to link to other companies. The two options are 'Add a parent company' and 'A...
    Reply
    Community Manager
    September 14, 2021 23:16
    I believe adding parent/child company is the only feature that allows you to assocaite 2 companies:S @karstenkoehler - Do you come up with...
  • CChromiak on August 26, 2021
    1 upvotes
    2 Replies
    i synced contacts from connectwise and now my contacts are not in alphabetical order. how do i get them in alphabetical order. also, the phone numbers are not listed. why is that? clicking on the arrow in contacts does not sort them in alphabetical ...
    Reply
    Recognized Expert | Platinum Partner
    August 30, 2021 22:46
    Hello @CChromiak , You can arrange contacts alphabetically just by adding a new column of First Name. Click on the edit column button un...
  • PTran3 on August 26, 2021
    0 upvotes
    1 Replies
    Hello everyone, I was hoping someone could help me solve this issue. We have 2 different entities for which we will need different invoice/quote number sequences/row/table. The invoice tool which is integrated with out hubspot does not support...
    Reply
    Community Manager
    September 03, 2021 09:21
    Hello @PTran3 , thank you for your patience on this matter, I will add some top experts to share their ideas, @webdew , @Edyta7510 , @NicoleSenge...
  • Solved
    Sooiyung on August 25, 2021
    0 upvotes
    2 Replies
    Hi HubSpot, I'm crafting this post to ask about the best practices of creating a most accurate "Unegaged Contacts" list on HubSpot because i noticed that HubSpot's auto-created "Unengaged Contacts" list is somehow inaccurate in the sense: - Con...
    Reply
    Participant
    August 25, 2021 19:16
    Thanks Karsten! Your suggestion to include sales email properties in the "Unengaged Contact" criteria is on-point! However, I can imagine tha...
  • Solved
    SAGENCY7 on August 18, 2021
    0 upvotes
    1 Replies
    Hi, I have subscribers that get added automatically via the website to the DB and mail contacts that are added automatically via mail traffic. Both receive the tag subscriber in the column lifecycle stage. I would love to have a different stand...
    Reply
    Most Valuable Member
    August 18, 2021 02:46
    Hi @SAGENCY7 , This would require the automation functionalities of a Professional or Enterprise subscription. You would need contact-based w...
  • Solved
    Digital_Mrk on August 16, 2021
    1 upvotes
    7 Replies
    Hi, I have been searching about deal stages for RFIs and RFPs and I was wondering if there are any best practices or if anyone can share their experience about that? I use the following stages: 1.Discovery 2.Demonstrate 3.Proposal 4.Negotiate 5...
    Reply
    Top Contributor | Gold Partner
    August 23, 2021 09:26
    Thanks Patrick you are very welcome 🙂
  • Solved
    AnnMcKeown on August 16, 2021
    0 upvotes
    4 Replies
    Hi. I have Sales Starter (2 pipelines) and I use it to track Sales Opportunities in one pipeline and Partner Acquisition in the other pipeline. We are a start up with a strong professional services business and a new SaaS platform. Our company has...
    Reply
    Top Contributor | Diamond Partner
    August 16, 2021 07:42
    @AnnMcKeown You can back up your Deals, but it sounds like you just need to delete those professional services deals if you revert to the original...
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