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CharlotteJ on Janeiro 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you Leia mais
15 avaliações positivas
124 Respostas
Membro
Março 27, 2024 12:04
Hey Everyone. I am excited to get started with Hubspot. I am currently the SR Account Manager for a commercial pool management company. Using the sal...Leia mais
CharlotteJ on Dezembro 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up Leia mais
14 avaliações positivas
12 Respostas
Membro
Março 04, 2024 06:13
thanks for sharing us one of the best information like
swest6602 on Março 18, 2024
We're just setting up Sales Hub. On a regular form I've been able to add a hidden Custom Object (called Marketing Campaigns) field to associate the Contact to a specific 'Marketing Campaign'. I don't see a way to do this using a form in Meetings Leia mais
0 avaliações positivas
2 Respostas
Participante de valor | Parceiro Diamante
Março 21, 2024 19:39
Happy to help @PamCotton , thanks for the tag! Hi @swest6602 if you have a custom object, that means you have sales enterprise, so you can b...Leia mais
Solucionado
木村 on Outubro 03, 2023
こんにちは。 HubSpotのコンタクトについて質問です。 私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。 ・グループAとグループBは登録する際に入ってくるフォームが違います ・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれています コンタクト登録するグループとしないグループを分けることはできますか?
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Outubro 03, 2023 00:18
地域の皆さん、こんにちは、 ウェブサイトのアクティビティだけを追跡しているのですか?もしそうであれば、トラッキングコードをトラッキングしたい場所にのみ読み込ませ、除外したいページには読み込ませないようにする必要があります。これはHubSpotの設定ではなく、CMSやウェブサイトの設定でコードを...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
Solucionado
AAhmed02 on Agosto 07, 2023
Uploading existing Line items to a deal - How do i ensure i do not duplicate them. we do have a unique ID for each line item but how can i ensure this is doing its job?
0 avaliações positivas
2 Respostas
Accepted Solution
Participante | Parceiro Elite
Agosto 08, 2023 05:22
doing some more digging another solution i came across was - We cannot have a unique secondary property on the line items themselves, so as part of ...Leia mais
Solucionado
AOgbe on Julho 10, 2023
Good day. I would like to know how many users I can create in HubSpot with view and edit access to company and contact objects. They will not need all of the features on HS. i just want to be able to assign companies for them to manage on a week Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Julho 11, 2023 03:48
Hi @AOgbe , There won't be any additional cost for free users at the scale you're describing. Last I talked to HubSpot support, they men...Leia mais
Solucionado
LCorey on Abril 21, 2023
Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum Leia mais
1 avaliações positivas
1 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro
Abril 21, 2023 11:03
Hey @LCorey , thanks for reaching out! Your use cases are awesome — sales documents work well for pretty much any document that you'd like to share ...Leia mais
MKeir on Dezembro 07, 2022
As a Holiday Park operator in the UK our customers may enquire into several different parks, in fact we would encourage it (more opportunties for us to win the business). Sales team work independently on each park and their CRM should be limited to Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Dezembro 08, 2022 06:26
Hi @MKeir , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they can share thei...Leia mais
JDuPlessis3 on Setembro 08, 2022
Hi, Please assist on the matter, We created a custom object with properties, pipelines, stages, etc, when we want to move our task or ticket or so in the custom object to a different stage it shows all the stages from all the pipelines in the sideb Leia mais
0 avaliações positivas
3 Respostas
Participante
Setembro 13, 2022 04:22
I also did put this on the idea forum. https://community.hubspot.com/t5/HubSpot-Ideas/Custom-Object-Pipeline-stages/idi-p/691942/highlight/true ...Leia mais
Solucionado
peterluba on Junho 22, 2022
We're switching to HubSpot, and have reocrded when people have filled out a "Pricing Request" form on our website iwth their information. We're planning on using a HubSpot form to capture that information now, but is there a way to import the previo Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Junho 23, 2022 00:36
Hi @peterluba , As far as I know, this is not possible. While you could use the HubSpot API to simulate a form submission, it would receive a ...Leia mais
Solucionado
MattD on Abril 06, 2022
Hi, before I jump into Hubspot and start creating random new properties like a bulgy-eyed Chihuahua I would like to get some community thought on it to see if there is a more elegant solution. In my line of work (telecoms) bigger deals often have a Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 06, 2022 07:00
Hi @MattD , Yep, this sound like a solid approach. You're not missing anything obvious. It looks like you're on an Enterprise subscripti...Leia mais
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