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LLampe on March 25, 2024
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?
0 upvote
1 Reply
Key Advisor
March 25, 2024 12:35
Hi @LLampe Is the user able to share a screenshot or share what "hover" message he/she is seeing? Quite often HubSpot is pretty helpful wi...read more
Bdubs on March 20, 2024
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,
1 upvote
2 Replies
Thought Leader | Platinum Partner
March 21, 2024 10:01
Hey @Bdubs so only paid seat in Sales Hub can enroll in sequences. You can ask a paid seat user or request a paid seat for yourself to use t...read more
Solved
LLampe on March 08, 2024
Hi, can you create a workflow for a specific pipeline? I wan't to create a workflow that when a deal in a specific pipeline goes to ''won'', a document automatically appears where employees have to fill in some information.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 08, 2024 07:23
Hi @LLampe , Yes, in the enrollment criteria of a deal-based workflow, you can always specify (under "Deal properties"), that "Pipeline is any...read more
InnoVites on February 02, 2024
Hi, I get the following error message when I try to import e-mails via csv: "This file isn't a valid CSV or Excel spreadsheet. This file’s type is message/rfc822." The funny thing is, I get this message for all types of csv files. Even w read more
0 upvote
2 Replies
Participant
February 05, 2024 09:05
Thank you. Converting to xlsx is not possible due to the size of the values which hit Excels limits.
MariaJSalazarL on January 23, 2024
Hello, there! I have a case with a client who is facing problems with associations. Despite he has all the associations between companies and deals, the company activity doesn't duplicate automatically in the deal activity record. He's especially co read more
0 upvote
1 Reply
Community Manager
January 24, 2024 04:04
Hi @MariaJSalazarL , Thank you for reaching out to the Community! You' d like to have emails (or other activities) logged onto company and deal ...read more
Solved
ABui4 on January 23, 2024
Hi all, We've just migrated our deals data from Pipedrive to HubSpot. And I noticed a strange thing on a lot of our deals: deals that have status as WON on Pipedrive, but the migrated deal in HubSpot showed 'Is Deal closed' and 'Is closed won' a read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 23, 2024 10:21
Hi @ABui4 , As a first step, could you double check whether the closed won deal stage is actually set to 100% probability / won in HubSpot? h...read more
Solved
CNacca0 on January 14, 2024
Hi All! Bit of context first, we wanted to track which contacts were referred by other customers so I created a new contact --> contact association label called 'Referrer'. I now want to report on which deals have come from the contact th read more
0 upvote
8 Replies
Accepted Solution
Top Contributor
January 19, 2024 13:35
@CNacca0 makes sense. Looking at this into more depth you are now able to report on associations labels but seems to be a beta feature for same...read more
Solved
LLampe on January 05, 2024
Is there a way to give users access only to contacts, companies, deals that they have created themselves?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 05, 2024 08:49
Hi @LLampe , No, this is not possible. There is a user permission setting which only lets users access their owned record (records that they...read more
LLampe on January 02, 2024
I added a new user and gave him access to everything, but he doesn't see the pipeline contents and can't create a new deal. Do you have any idea how this is possible?
0 upvote
4 Replies
Participant
January 02, 2024 10:20
This is what he sees. Normally in this pipeline there are deals. Sorry it is in Dutch, but maybe you see something strange...
Solved
ATorresCha on November 15, 2023
Hola que tal me encuentro en una situacion un poco confuza, actualmente estoy utilizando hubspot saleshub para inter servicio a domicilio, solo que cuando creo un negocio dentro del contacto no migra la informacion del contacto a una seccion donde p read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 16, 2023 13:11
Hola @ATorresCha , Claro, por favor vea el ejemplo de abajo. En este caso, estoy copiando el nombre del contacto en el nombre de la negocio. O...read more
Solved
JSetzer on September 25, 2023
We are a small real estate flipping and wholesaling company and looking to increase our training, especially onboarding our sales team. They primarily use Contacts and Deals and want to know best videos or practices for onboarding them to use Hu read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 25, 2023 15:57
Hi @JSetzer , In my opinion the sales software certification ist one of the best ways to understand the tools and the bigger picture: https:/...read more
MTesolin on September 12, 2023
Hi everyone, Is there a native way in Hubspot to transfer Ticket properties to Deal properties? We won't be using Service Hub anymore, but some of the Ticket properties we created overtime are useful for our Sales (Deal) teams. Some help would be m read more
0 upvote
1 Reply
Community Manager
September 12, 2023 15:42
Hi @MTesolin , Thank you for your inquiry. Certainly, you can accomplish the objective by creating a workflow that automatically transf...read more
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