CRM

Hello, I am creating an invoice and I would like to add a line under the full cost of the item to be subtracted as "Downpayment of 50%". How would I do that with it automatically generating to substract from the full cost? It supposed to lo...

Hey everyone, I'm wondering if anyone else has encountered a similar issue. Basically our team is looking to create a somewhat open-ended Sequence that activates whenever a deal is moved to Closed Lost from our Sales Pipeline. Basically the ...

Hi all, We turned off the AI feature to read our emails, conversations and tickets descriptions. Some people in our organization are afraid because sometimes we have customer credit cards, or sensitive information included on those. We`re tryin...

Hello, I'm trying to figure out a way to calculate quarterly revenue in HubSpot. We have the deal amount, we have the deal start and end date, as well as duration in months. We also have fields that have the end of Q1-Q4f or 2024-2027 dates as a co...

Hello. I wish to enable IVR for our company, I have a service level seat but I cannot find the permission a super admin needs to enable for me to set it up. Please help? Am I being blind!?

hi, how can i create a task from a scheduled meeting? the point is that after adding the result of the meeting, i'd like to create tasks. I can't see how to do this. it's only available when i use the option "log meeting". thank you

Hello, we have a list of 5000 contacts however only 1000 are going through the sequence. Our Enterprise daily email limit is 1000 so we were expecting the 5000 to spread over 5 days for step 1. However only 1000 are going through the sequence. Becau...

Why are only 1000 from a list of 5000 contacts being sent our sequence emails? Thanks

Hi everyone, I am trying to open the "leads" in the CRM and they seem to be locked, could you please help me understand how this works? Thanks, Carol

Hey All, I have a Lead Source issue. I have created a few Lead Source assignment workflows based on the different sources our leads can come from i.e. an event/webinar etc. When they get originally created I want the source to fill out Lead Sour...

Hello, I'm coming from ~20 years of Salesforce. I'm trying to incorporate MEDDPICC criteria into our sales stages. As an example, to advance from stage 2 to stage 3, I want to introduce 3 fields (economic buyer, budget, decision process) that are r...

Hello, I need to create a workflow that will populate the company won date on a company record. Essentailly this field should only be populated with the date the company won their first deal. How would I create a workflow that would populate the...