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Coffeefilter on Fevereiro 26, 2024
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Fevereiro 26, 2024 23:58
Hi @Coffeefilter , It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at t...Leia mais
MHussain8 on Janeiro 09, 2024
I have a few questions:- What is sales and deals pipeline in hubspot? What is sales onboarding? Why we use sales and deals pipeline and what is it? ThankYou!
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Janeiro 09, 2024 23:58
Hi @MHussain8 , Happy to help here! A sales pipeline is a visual representation of the stages that a potential customer goes through dur...Leia mais
PalmPeerawich on Setembro 22, 2023
I want to create a workflow. trigger by creating a deal and assigning an owner to my team member(user) who has the highest CLOSED WON deal amount. but I don't know how to set the criteria to assign deal owner to user who has the highest sales made Leia mais
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1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Setembro 22, 2023 05:20
Hi @PalmPeerawich , This is not possible out of the box and would require a custom code action, available in Operations Hub Professional. With...Leia mais
LandGuy on Setembro 11, 2023
We work with various real estate agents on multiple deals. We may work with one agent on multiple deals though a given deal will only have one agent. Ideally I would like to be able to associate the agent's contact record to the appropriate deal Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Setembro 12, 2023 09:41
Hi @LandGuy , Thank you for reaching out to the Community! That's correct, that's the default setting for contact activity association : ...Leia mais
JMcCree on Maio 09, 2023
Is it possible to set up prompts when moving deals from one stage to another that includes adding a contact and a company Also, can you set up prompts where company information must be filled in, not just deal information?
1 avaliações positivas
1 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro
Maio 09, 2023 11:35
Hey @JMcCree , thanks for reaching out! These are great questions. As far as I know, it's not possible to set up a required prompt for associa...Leia mais
DH123456 on Março 08, 2023
I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums): Problem: I do not want to manually create deals. Goal: If a Hubspot form is submitted, create Leia mais
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1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 08, 2023 03:12
Hi @DH123456 , Are you on a Professional subscription? If so, you could create a contact -based workflow to achieve this: Menu > Automat...Leia mais
ASchneider81 on Dezembro 29, 2022
My firm uses the BOARD view to review the stages of our deals in the pipeline. Each column represents a stage of the deal. For some reason, each colum is limited to showing 100 deals. If i was to see more than 100 I need to switch views to the LI Leia mais
0 avaliações positivas
1 Respostas
HubSpot Employee
Dezembro 30, 2022 12:58
@ASchneider81 , happy Friday! Thanks for reaching out to the HubSpot Community and providing the feedback! As it turns out, I can confi...Leia mais
marshall_parr on Novembro 18, 2022
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm Leia mais
0 avaliações positivas
5 Respostas
Accepted Solution
Conselheiro(a) de destaque
Novembro 18, 2022 04:10
Hi @marshall_parr Would you be able to share the full workflow, or give an indication of the delays and actions that are happening in it? Al...Leia mais
AKampakis on Maio 27, 2022
Hello, I would like to calculate the run rate of the dpt - daily and monthly. It includes the sales number today, divided by the number of work days, and then multiplied by the total number of work days. In addition, what I need is a property, ab Leia mais
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2 Respostas
Accepted Solution
Orientador(a) | Parceiro Platinum
Maio 30, 2022 06:54
Hi @AKampakis , I'm assuming you'll need two counts : - work days between the start of the week and the current day - work days between the ...Leia mais
CCaffrey on Abril 09, 2022
Hello, I am having an issue with the Close Date being visible while importing Deals. Any time I try to import Deals with multiple associations such as Contact or Company then the Close Date can no longer be associated with the Deal. It only allows Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 12, 2022 00:43
Hi @CCaffrey , This looks indeed like a bug. For an interim solution, I'd recommend uploading multiple files instead of one file, as shown in ...Leia mais
niederberger on Março 22, 2022
Hello Together. I try to add products without a fix price as it changes all the time. If I create a product I have to add a fixed price can this be released and added later where I have to type in the amount by creating a deal with products? Leia mais
0 avaliações positivas
6 Respostas
Accepted Solution
Top colaborador(a) | Parceiro Elite
Março 22, 2022 03:07
Ok, but line items are connected to a specific deal and also the line items are connected to the specific quote of that deal. How is the quote create...Leia mais
TWalsh6 on Fevereiro 28, 2022
Hi there, I want to be able to book group meetings with a sales rep and a member of the management team - this meeting schedular will be sent to the customer to select the time that works for them. I do not want to purchase sales hub seats for Leia mais
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2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 01, 2022 00:45
Hi @TWalsh6 , I'm not aware of a clean way to do this within HubSpot. The approach here would be blocking all busy times from the management t...Leia mais
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