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ReneeGallagher on May 20, 2022
Projects -- are they reportable?
Hi there! We are testing out using the HubSpot Project Tool. I created a template - saved it as a project.....then, "checked off" my to-do lists. Wondering if this data is reportable so, that I can see how far along my projects are? What's left to d read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 21, 2022 04:03
Hi @ReneeGallagher , Unfortunately, there aren't any report functionalities for projects. Other users have requested this before , however, a...read more
Solved
DE2 on May 09, 2022
Multiple users in Automation
I'm trying to create an automated task for when a new contact is added to our Contacts. I want to be able to cycle through which users get assign new contacts. For example User A User B User C If 3 new contacts are added to the system I read more
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0 upvote
1 Reply
Accepted Solution
Phil_Vallender
Most Valuable Member | Elite Partner
May 09, 2022 15:02
Hi @DE2 I don't think you can easily force HubSpot to assign contacts to reps in a specific order - that might require a coded action or an ...read more
Brusilov on April 22, 2022
Move to top option in left sidebar contact
Hi, I really miss a more user friendly way to "move to top" some properties, when I'm personalizing my left side bar (may it be deals, contacts, companies) here, and maybe also in the "record customization saved views "tool you provide in the read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
April 22, 2022 01:18
Hi @Brusilov , The best place for these kinds of requests is the HubSpot Ideas section of the community . Requests are monitored by the HubSp...read more
Solved
DKornuyt on March 16, 2022
Choose specific date in normal workflow
There are many cases I want to configure a certain activity on a specific date and time without using a date-based workflow. For example: I don't want to set-up a delay, but i want to send an email on a specific date and time.
Reply Professional
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 16, 2022 22:59
Hi @DKornuyt , This is currently not possible out of the box. (As usual, this is likely achievable with custom code actions in Operations Hub Pr...read more
Solved
mmartelli0803 on February 11, 2022
Add custom field searchable on contact record using active search
Is it possible to add a custom field to this active search box on the contacts page?
Reply Enterprise
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 11, 2022 11:18
Hi @mmartelli0803 , As far as I know there aren't any out of the box options for this search but as @kvonloesecke has pointed out, this can ...read more
SMacpherson on February 04, 2022
Scheduling Posts
Hello, I am not a fan of the new Scheduling of social posts. i find there is far too much clicking, prompts, Apply, I'm all over the post, up, down, click this, click that. I've been having pain in my wrist since this new format has been implement read more
Reply Calendar Social Tools
0 upvote
1 Reply
webdew
Guide | Diamond Partner
February 07, 2022 01:41
Hi @SMacpherson , I would recommend that you posts this over on the HubSpot Ideas forum . The Ideas Forum is where HubSpot Product Managers ...read more
Solved
ChintanaHerrin on January 20, 2022
Roles and Permission for Creating Campaigns
I have an issue where a user with "Read" permission in the Campaign tool is able to also create Campaigns. Tech Support confirmed that "Read" access is sufficient for users to create new campaigns but can't edit exisiting campaigns. I wo read more
Reply Enterprise
1 upvote
2 Replies
Accepted Solution
ChintanaHerrin
Participant
January 21, 2022 05:07
Thank you for your reply and suggestion. I did test this with a user that has "Read" only permissions and he was able to create a new campaign before...read more
siez on November 30, 2021
Creating calendar events and reminders
Hey Hubspot, I am looking for a way to remind my team of upcoming events/holidays so that they can send greetings to their leads/prospects/clients. I am familiar with the Hubspot calendar and how a task can be assigned to a team member but read more
Reply Professional
0 upvote
2 Replies
siez
Participant
December 01, 2021 01:46
Hey @webdew , thanks for the reply. When I am creating a task in calendar, it is not showing the option to select a team, only individual team...read more
dDabg on September 15, 2021
Marketing Calendar Doesn't Sync-Automate-Add Projects, Tasks and Subtasks — It Used To
Marketing Calendar Doesn't Sync-Automate-Add Projects, Tasks and Subtasks Anymore, It Used To Before The Recent Hubspot Marketing update... Makes no sense, it was working perfect before the recent Marketing Pro update. All of the Proje read more
Reply Calendar
0 upvote
1 Reply
TiphaineCuisset
Community Manager
September 17, 2021 08:43
Hi @dDabg Thank you for reaching out and for that detailed feedback. I'm sorry for the business impact this has caused and I have rea...read more
Solved
NBailliache on August 20, 2021
Forms - How to download a video submitted
Hello, I used the form to onboard customer on our platform. One of the ask we have is to submit video. the customer did. On the submission result page, I can download documents and pictures but I can't find a way to download the video submitted. Do read more
Reply Free
0 upvote
6 Replies
Accepted Solution
Ian_Matt
Participant
August 20, 2021 09:37
Hi @NBailliache , Tested it out again and the videos are uploaded to HubSpot's CDN automatically where you can then download them. To access thes...read more
Shay on April 19, 2021
Preview of new Marketing Tool
My name is Shay, I'm a Product Manager here at HubSpot working on our marketing tools. I'm trying something a little new here, hoping you'll indulge me and see how we get on! I wanted to proactively open up an invite to try out a new marketing tool read more
Reply Calendar Campaigns Enterprise Professional Tasks
25 upvotes
5 Replies
YLi99
Member
April 25, 2022 18:21
hi, My name is Li, and I have known much more than before about the marketing tool bsaed on your expaination.
Solved
tborges on March 31, 2021
Campaigns questions
I am fairly new to HubSpot but the company I work for has been using HubSpot for over a year now. We haven't always used campaigns properly and I have been tasked with upskilling on all things HubSpot Marketing. I have a few questions that I haven' read more
Reply Campaigns Starter
0 upvote
2 Replies
Accepted Solution
Champion
HubSpot Employee
March 31, 2021 07:19
Hey @tborges , thanks for reaching out and great question. Please see a list of answers below: Archiving is not available for campaigns. However...read more
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