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TViệt 3月 26日, 2024
I have issues to manage the Sale team. Then, sale member confirm done or cancel task on their deal, but the field last modified date is no change. I will prove with my code: portal : 6319203 deal_id: 18166115973 const dayjs = requir 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
3月 26日, 2024 18:59
Hey @TViệt , thank you for posting in our Community! Please ensure that your sales team members have the necessary permissions and access ri...続きを読む
解決済み
Rodsway 3月 07日, 2024
Hi, I have the contact lifecycle stage funnel with contact totals and conversion rates report on my desk. I have filtered to showcase a month. There are leads showing but when clicking through it is stating that there is no information to sh 続きを読む
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
3月 07日, 2024 08:33
Hi @Rodsway , I can definitely understand your confusion as that definitely does not sound like the right behavior. I'll need a little ...続きを読む
解決済み
SBrown801 3月 05日, 2024
Hi I work for a not for profit and we are currently using the free version of Hubsot. Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 05日, 2024 05:31
Hi @SBrown801 , Navigate to Settings > General > Profile, then scroll down a bit 🙂 Best regards!
EdK1 2月 19日, 2024
Hi, my interface had a dasbhboard where I could see the flow, from Enquiry-Information Provided-Quote-Order Successful-Order UnsuccessFull, Completed, Invoiced etc. This seems to have disappeared. Where can I find this again?
0 いいね!
2 コメント
メンバー
2月 19日, 2024 10:07
Hi 1) I have checked now and I am logged in with the same username and password. I can also see all the previous communication and contacts. 2) We are...続きを読む
Ishdeepb 2月 09日, 2024
Hi, Looking for some suggestions and alternate ways. A client of ours from healthcare practice wants to add around 40+ properties to their contact list, out of these properties most are customised. Their aim for creating these properties is to take 続きを読む
0 いいね!
2 コメント
メンバー
2月 10日, 2024 13:08
Thanks for sharing that information. Apologies from my end. The client is in hypnosis practitioner and info isn't a patient info rather the basic co...続きを読む
E2E 1月 26日, 2024
Hello, I wanted to know if there is a way to create tags? Something that can connect call information by a places people have been and link them or choose it and add it to the ticket (IE a place they have been) Is there something else I can use? 続きを読む
1 いいね!
6 コメント
ソートリーダー | Platinum Partner
3月 21日, 2024 15:29
Hey @E2E so you can have a custom property with a dropdown of the information you need here is how to do this https://knowledge.hubspot.com/...続きを読む
rohithans 1月 24日, 2024
I am a developer and integrated the HubSpot tracking into our product, the script is loading fine for everyone except this one. Don't know the reason. Can anyone help me with this, what can be the issue? NOTE: Users can embed forms created on o 続きを読む
0 いいね!
2 コメント
メンバー
1月 24日, 2024 05:00
I am a developer at Outgrow, we provide our customers the feature to add their Hubspot ID for tracking, so each can use different IDs for his differe...続きを読む
Tuncel 1月 09日, 2024
Below is the message wach time I try to set-up a revenue goal. "There was an error when saving goals Exit wizard and try again. Contact support if this keeps happening. " I contacted supoort and followed their recommendations below. But 続きを読む
2 いいね!
9 コメント
参加者
2月 02日, 2024 08:52
Thank you for sharing! How odd, but then it's definitly a bug in labeling / permission setting.
解決済み
JulieBY 1月 03日, 2024
Hi there, I'm new to Hubspot (free) and creating a new report to show me monthly revenue. I currently have 2 deals in January, one is qualified to buy and worth £1,666.66 and the other is an 'appointment scheduled' worth £833.33. For some reason, 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 03日, 2024 10:01
Hi @JulieBY , The report you chose displays the value in each stage based on the probability of a deal in that stage closing, e.g. 1,666.66 * ...続きを読む
AWood5 12月 19日, 2023
Does anyone know if there has been a recent update to the free Hubspot account and what is viewable? We use to be able to see the actual totals in each column of our Sales Pipeline and about 2 hours ago it started only showing the "Weighted" tot 続きを読む
0 いいね!
1 コメント
キーアドバイザー | Diamond Partner
12月 19日, 2023 21:10
@AWood5 It is not clear if there has been a recent update to the free Hubspot account and what is viewable. However, you can review the feat...続きを読む
解決済み
RRON1 12月 18日, 2023
Hi im jus startign with hubspot and we have 3 different teams, depending the counties and we need to have different sales pipelines for each one. Is possible to have 3 different sales pipelines ?
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 18日, 2023 11:03
Hi @RRON1 , Yes, this is possible but not in the free CRM. You can find instructions here: https://knowledge.hubspot.com/crm-deals/set-up-and...続きを読む
解決済み
ST11 12月 15日, 2023
Each year we reset our HubSpot dashboard to begin tracking deals for the next year. How can I reset our deals dashboard to ensure the data from the previous year is not lost?
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 15日, 2023 16:32
Hi @ST11 , No need to reset anything - all HubSpot reports and dashboards have filters that let you apply date criteria. For dashboards, you s...続きを読む
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