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 Leia mais
Hi @RidaZaidi ,
If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...Leia mais
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 Leia mais
Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.
@SHäntzka diese Formel könnte ohnehin nicht in den Setup-Einstellungen hinterlegt werden. Die Berechnungseigenschat ist der richtige Weg. Du würdes...Leia mais
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 Leia mais
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 Leia mais
Hi Karsten, Thank you for your message, that is a shame! We have an external marketer emailing not through HubSpot but thank you for the advice ...Leia mais
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 Leia mais
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 Leia mais
Hi @ARaws ,
This is, as far as I know, currently not possible. You would have to recreate the custom property as a lead property, then use a c...Leia mais
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,
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...Leia mais
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.
Hi @LLampe ,
Yes, in the enrollment criteria of a deal-based workflow, you can always specify (under "Deal properties"), that "Pipeline is any...Leia mais
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 Leia mais
I had the same issue and could solve it. It seems non-printable characters were the problem. These non-printable characters are invisible control c...Leia mais
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 Leia mais
Hi @MariaJSalazarL , Thank you for reaching out to the Community!
You' d like to have emails (or other activities) logged onto company and deal ...Leia mais