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LLampe 3月 25日, 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 いいね!
1 コメント
キーアドバイザー
3月 25日, 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...続きを読む
Bdubs 3月 20日, 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 いいね!
2 コメント
ソートリーダー | Platinum Partner
3月 21日, 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...続きを読む
解決済み
LLampe 3月 08日, 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 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 08日, 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...続きを読む
InnoVites 2月 02日, 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 続きを読む
0 いいね!
2 コメント
参加者
2月 05日, 2024 09:05
Thank you. Converting to xlsx is not possible due to the size of the values which hit Excels limits.
MariaJSalazarL 1月 23日, 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 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
1月 24日, 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 ...続きを読む
解決済み
ABui4 1月 23日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 23日, 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...続きを読む
解決済み
CNacca0 1月 14日, 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 続きを読む
0 いいね!
8 コメント
Accepted Solution
トップ投稿者
1月 19日, 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...続きを読む
解決済み
LLampe 1月 05日, 2024
Is there a way to give users access only to contacts, companies, deals that they have created themselves?
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 05日, 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...続きを読む
LLampe 1月 02日, 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 いいね!
4 コメント
参加者
1月 02日, 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...
解決済み
ATorresCha 11月 15日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
11月 16日, 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...続きを読む
解決済み
JSetzer 9月 25日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 25日, 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:/...続きを読む
MTesolin 9月 12日, 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 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
9月 12日, 2023 15:42
Hi @MTesolin , Thank you for your inquiry. Certainly, you can accomplish the objective by creating a workflow that automatically transf...続きを読む
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