My company is currently using the Help Desk and the ticketing system for all of our client communication. Since we are a financial services company, there are times when our clients could be audited. When that happens we need to be able to provide t...
Per Hubspot: "When mapping HubSpot "Opted out of email" marketing information to Salesforce, it automatically syncs with the Salesforce "Email Opt Out" field on the contact or lead record, ensuring that if a contact is unsubscribed in HubSpot, the...
Dear all, after I changed the default currency to MYR (Malaysia Ringgit), I was unable to create deal in the Mobile App only (showing USD), while the web app worked just fine (showing MYR) , thank you
When I used to create a deal it would automatically associate a contact with the deal if they were associated with the company the deal was for. That is no longer happening, any ideas?
Hy all. I have set a few products with their unit prices (as a sales target price). When I create a Deal, system gets automatically unit price from product master data. But each Deal has it own product price, depending on the negociation. i...
Can you have a deal with multiple line items, but have only the line items show up in their respective pipeline? Or do you need to create a separate deal for each line item if they do not have the same pipeline?
Good afternoon, I'm trying to automate our deal follow-up process based on deal creation date. We want to drop contacts into a sales follow-up process using a contact based workflow that then uses a sequence. I want to drop contacts into ...
Hi guys, I am looking for a solution to see my signature in conversation Helpdesk before I will send my email to customer. I see my signature on ticket level, but not in conversations. Sometimes I need to make chan...
I maintain 2 Quick Books Online account for 2 different location & sub-domains. Now I have install quick books & integrated with one account. How to do the other account?
Hi there, I have connected my g suite email under 'settings>general>email' but the emails are not showing up when I go to 'CRM>Inbox'. Am I doing something wrong or are the emails supposed to show up elsewhere?
Hello! I accidentally moved several Deals to the "Lost" stage, and by doing so, the "Date entered Lost" field and other HubSpot native fields were populated. How can I clear these values? I followed a tutorial on how to clear values, but it only sho...
I've checked many different topics here but couldn't find a solution. Maybe we are doing something wrong but help is highly appreciated. 1- We create multinational companies with same domains. For example; domain: hubspot.com Company 1: Hubspo...