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Knowledge Base Tool

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scoleturbo on Março 17, 2025

Add on App to create a Knowledge Base

Hi all - I have a nonprofit client that already has Sales Hub Pro subscription and lots of users using many of the provided features. They want to add a knowledge base (searchable Wiki), but can't afford to increase the price of their subscription b Leia mais

Responder How-To Knowledge Base

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user_nate on Março 01, 2025

Tracking Code Error for Web chat

For context, I am currently evaluating Hubspot for my business. I have a Squarespace (7.1) website and I have included the tracking code in the <head> of my website, following the advice here. I have verified the code has accurately Leia mais

Responder Chat

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2 Respostas

Solução Aceita

user_nate

Membro

Março 05, 2025 01:22

Thanks for trying to round up the a-team! I logged into the website today and the chat is working. Not sure if this is a behind the scene fix or...Leia mais

RMckinlay3 on Fevereiro 25, 2025

Send emails to internal users within my company

How Send emails to internal users within my company current not allowing

Responder Connected Email

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3 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 26, 2025 00:22

@RMckinlay3 this is a user to user community - can you please explain in more detail what is not working and share screenshots? If an email was sen...Leia mais

Solucionado

LKramer3 on Fevereiro 07, 2025

Can filter settings in the knowledge base be saved?

We have about 500 articles in the knowledge base. So, if for example, we want to proofread / update articles on a certain topic, or from a certain author, we use the search function and the filters that are available in the knowledge base. Unfortu Leia mais

Responder Knowledge Base

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danmoyle

Participante de valor | Parceiro Elite

Fevereiro 10, 2025 08:25

Hey there @LKramer3 - +1 for adding this to ideas. And let folks know you have (drop a comment here that you did) so we can upvote it. In th...Leia mais

Solucionado

emmanuelkatto24 on Janeiro 17, 2025

Creating a Deal Conversion Report with Multiple Initial Stages in Pipeline

Hi Everyone, I am looking to create a deal conversion report in HubSpot, but I have run into a challenge. A few months ago, I added an additional initial stage to my pipeline, so now there are two "first" stages. When I try to generate the report Leia mais

Responder Free

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karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 17, 2025 06:56

Hi @emmanuelkatto24 , In the funnel report builder, you can select multiple pipelines per stage: That would be the simplest wa...Leia mais

DSmith507 on Janeiro 14, 2025

Creating multiple tickets from 1 deal, based on companies associated on the deal

Good afternoon, We have a reoccuring issue with our current processes, when multiple companies are included on 1 deal. To solve this issue, we currently create "baby" deals on each of the companies associated in the original deal (which creates Leia mais

Responder Tickets

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DSmith507

Membro

Janeiro 15, 2025 09:20

Thank you for digging into this for us. Our current workflow creates a ticket for the integration team when a deal is closed won. Within our deal, we...Leia mais

Solucionado

AimeeV-UL on Janeiro 10, 2025

Is an upgraded plan required to edit the KB footer?

We are trying to edit global content in the footer of the Knowledge Base articles. I'm not an admin but I'm working closely with a super admin. I have design permissions and a Service Professional seat. Neither of us has the correct permissions to e Leia mais

Responder Knowledge Base

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kennedyp

Gerente da Comunidade

Janeiro 15, 2025 14:13

Thank you so much for that thorough walkthrough, @AimeeV-UL ! That makes sense. So the module you are trying to edit in the footer is a menu modul...Leia mais

Solucionado

nigeld27 on Janeiro 08, 2025

Navigate between Knowledge Bases

Hello, We are new to Knowledge Bases. We have some customers who have access to 2-3 different Knowledge bases. Is there a recommended way for how the customer would navigate between them? I can't see to create a custom navigation menu to lin Leia mais

Responder Professional

1 avaliações positivas

3 Respostas

Solução Aceita

danmoyle

Participante de valor | Parceiro Elite

Janeiro 10, 2025 14:26

Hey there @nigeld27 . @BérangèreL shared some great resources to help. I have a question - can you share more about customers who have access to d...Leia mais

Solucionado

karinagiron on Janeiro 06, 2025

Deal conversion report with deal stages changes

Hello! i want to do a deal conversion report but the issue is that 3 months ago i added an initial stage to my pipeline, how can i make a report of all my data? because when i try to use the deal conversion hubspot report, it asks me to mark my "fir Leia mais

Responder Deals Reports

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karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 07, 2025 00:07

Hi @karinagiron , This is a limitation in HubSpot and I'm not aware of any solution within one report, at least if the two initial stages also...Leia mais

Solucionado

MMcLane on Dezembro 11, 2024

Search multiple KB's at the same time

Is it possible to search multiple kbs at the same time and then to filter the results based on kbs? It seems that something like this is happening on the Hubspot Help Center.

Responder Knowledge Base

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4 Respostas

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Jigar_Thakker

Conselheiro(a) de destaque | Parceiro Diamante

Dezembro 11, 2024 12:21

Hi @MMcLane , At the moment, it isn't possible to filter Knowledge Base (KB) search results by specific sources after conducting a search. Ho...Leia mais

Solucionado

Bayanitani89 on Dezembro 03, 2024

Adding company logo to the browser top

Hello, I read a lot about customizing your knowledge base to include your company logo, header, footer, etc. However, am not able to add the company's icon/logo to the browser itself so it appears [photo as a sample of how Hubspot's logo app Leia mais

Responder Knowledge Base

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karstenkoehler

Membro do Hall da Fama | Parceiro

Dezembro 03, 2024 04:39

Hi @Bayanitani89 , This would be the favicon, you can find instructions here: https://knowledge.hubspot.com/branding/edit-your-logo-favicon-a...Leia mais

Solucionado

Nisse_ on Dezembro 02, 2024

Overwrite knowledge base modules (like search box)

Hi, Currently testing with overwriting some basic css, in this example the search box used in the new knowledge base. In the example I'm trying to overwrite the . hs-kb-search-input-wrapper. I added a stylesheet with the class, but it do Leia mais

Responder Knowledge Base

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TomM2

Autoridade no assunto | Parceiro Platinum

Dezembro 03, 2024 07:17

Hey @Nisse_ I don't believe the KB supports css customisations right now, so attaching the stylesheet to the domain likely won't load your styleshe...Leia mais

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