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解決済み
KGreen57 10月 27日, 2025
Hi new to HubSpot & Sales, I have been asked to get some metrics set up so we can start tracking Sales and a bit of marketing leads... I am rolling leads over to hubspot 1 invidulal at a time, would it be better to import contacts from a previo 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 28日, 2025 00:56
Hi @KGreen57 , Exporting from ClickUp and importing into HubSpot will be easier for larger volumes for sure. https://knowledge.hubspot.com/...続きを読む
ozgesilla 10月 08日, 2025
Hi, I’m on the Sales Pro package, and when I create a quote, I only see Draft, Published, and Expired statuses. Do I need the Commerce package to see statuses like “Rejected”? If I’ve verbally received a rejection from the customer, how 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
10月 08日, 2025 15:29
Hi @ozgesilla , Thank you for posting to the Community! I understand that as a Sales Pro user, you only see Draft, Published, and Expired quote ...続きを読む
解決済み
TSchwertle 9月 08日, 2025
Hi everyone, unfortunately, the team cannot work with our snippets at the moment, because they are just not visible for them. Not even when they go into the snipptes section of hubspot. This only applies to everyone that is not super-admin. Me and 続きを読む
0 いいね!
2 コメント
ベストアンサー
メンバー
9月 19日, 2025 07:49
Likely a permissions issue – in HubSpot, only users with the right Sales/Service Hub seat and permissions can view or use snippets. Since super-adm...続きを読む
MClary 8月 15日, 2025
Please add for billing frequency semi-monthly
0 いいね!
1 コメント
コミュニティーマネージャー
8月 15日, 2025 17:07
Hey, @MClary 👋 Welcome to our community! For product suggestions, adding this to our Ideas Forum is the best approach. If you add a link bac...続きを読む
解決済み
JBleys 3月 24日, 2025
Hi everyone, We’re a B2B SaaS scale-up , and we’ve just started using HubSpot. As we set up our processes, we’re wondering what the best practice is when it comes to structuring our CRM: Should we use Companies or Contacts as the 続きを読む
0 いいね!
1 コメント
ベストアンサー
名誉エキスパート | Diamond Partner
3月 24日, 2025 08:59
Hi @JBleys , In reality, HubSpot doesn't have a leading record. Essentially both your contact object and company object are going to be associ...続きを読む
解決済み
Kitahashi 2月 10日, 2025
ナレッジベースで2025年8月にスコアプロパティが廃止される旨を拝見しました。MarketingとServiceについては記載がありましたが、Sales Hubでの代替機能は何になるでしょうか。 スコアプロパティで行いたいことは「取引において選択項目Aと選択項目Bので選んだ内容の組み合わせによって数字を出し分ける」です。
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 11日, 2025 00:12
こんにちは、 おっしゃる通り、「古い 」リード・スコアリング・システムには、新しいものに置き換えられない素晴らしいユースケースがあります。 あなたが達成しようとしていることは、計算プロパティ内のカスタム式で可能なはずです: https://knowledge.hubspo...続きを読む
解決済み
Nickthevy 2月 03日, 2025
Good morning Everyone! We have our personal calendars sync'ed to hubspot and its pulling all of our internal meetings and marking them as customer meetings. I created a new calendar for specifically customers but its still syncing all my pe 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 03日, 2025 11:31
Hi @Nickthevy , This is expected behavior, HubSpot will sync all calendar events according to these rules: https://knowledge.hubspot.com/inte...続きを読む
解決済み
SDietrich3 1月 09日, 2025
Hello everyone, I received an email stating that a deal of mine lacks information about the monthly turnover, even though I had provided details about the monthly revenue Does anyone know why I got this mail? Thanks in advance, Greetings, 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
1月 09日, 2025 10:04
Hi @SDietrich3 , This doesn't sound like a default notification email from HubSpot, but a custom notification. At the bottom of the email, you...続きを読む
解決済み
RPopovich 12月 03日, 2024
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 続きを読む
0 いいね!
1 コメント
ベストアンサー
元HubSpot社員
12月 03日, 2024 17:39
Hey @RPopovich , thank you for posting in our Community! Managing multi-stakeholder pipelines in HubSpot can be complex but rewarding with t...続きを読む
解決済み
KeithCFC 12月 02日, 2024
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?
1 いいね!
3 コメント
ベストアンサー
最優秀メンバー | Platinum Partner
12月 03日, 2024 08:11
Hi @KeithCFC The shared calendars in Google need to be configured in Google itself. If you want to create a group/shared meetings link in Hu...続きを読む
解決済み
Cozturk5 11月 06日, 2024
hello.. I see the attached stages in my sales pipeline.. can you share definition of each stage..
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 06日, 2024 01:42
Hi @Cozturk5 , These stages were customized by someone in your HubSpot portal and are not the default ones: https://knowledge.hubspot.com/obj...続きを読む
解決済み
RidaZaidi 10月 22日, 2024
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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 22日, 2024 04:13
Hi @RidaZaidi , If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...続きを読む
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