Hi HubSpot Community, I recently had a conversation with a client about managing lenders and investors in a way that supports their acquisition process while leveraging HubSpot’s CRM capabilities. I’m hoping to get some insights from those who Beitrag ansehen

Hi, Im connected via Google workspace and my calendar is connected but no option to check against shared calendars, is there a way to do this or is it not an option?

hello.. I see the attached stages in my sales pipeline.. can you share definition of each stage..

Hi, I'm looking for a way to use the unique Deal ID in my emails for easier email, call logs. For one company, I have multiple deals created with the same client's contact person. To log emails and other records, I can't always go through the de Beitrag ansehen

Hello, If a payment is received on a quote, will the amount on the associated deal automatically update to match the payment amount received? If this is not a native setting, is there a way to configure it as such? Thank you, Mikhaila Beitrag ansehen

Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.

Hello there! I have a client who is facing this issue. When someone replies to one of the emails of their sequence, it does it from a different email address, so the sequence doesn't unenroll as it should. Of course, they could unenroll these cases Beitrag ansehen

Good Afternoon, we have purchased about 150,000 prospect data from Credit safe to which we want to market however the data we brought does not give us email addresses. I know when I create a company in HubSpot it goes onto the companies domain and p Beitrag ansehen

Hey guys, I need your help. We are collecting leads on our website via Round Robin Meeting Scheduler. I need to know: 1) if the company/contact is already owned by someone, is there a way to have the round roubin demo scheduled with the contact Beitrag ansehen

Hi, My company has two different types of customers so I have set up a contact property where we select if they are "type A" or "type B". This works well when I view my contacts because I have added it as a column, however when they become leads Beitrag ansehen

Hi, my colleague can' t click on the button ''Logging meeting'' in their record under ''meetings''. He has a sales professional seat. How can we solve this so that he can log a meeting?

Hello, I'm currently using the Sales Hub Pro plan and can't figure out how to enroll a list into a sequence. I've watched this video and do not see the "Enroll in sequence option that can be seen at the 2:12 mark. Best,