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Solucionado
RidaZaidi on Outubro 22, 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Outubro 22, 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 ...Leia mais
MDolfi on Outubro 03, 2024
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
0 avaliações positivas
4 Respostas
Participante
Outubro 16, 2024 06:37
Thanks Kennedy. Looking forward to hearing your feedback, @Jnix284 , @JenBergren , @GeorgeBThomas!
Solucionado
SHäntzka on Setembro 26, 2024
Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.
0 avaliações positivas
5 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Setembro 26, 2024 06:00
@SHäntzka diese Formel könnte ohnehin nicht in den Setup-Einstellungen hinterlegt werden. Die Berechnungseigenschat ist der richtige Weg. Du würdes...Leia mais
Solucionado
MariaJSalazarL on Julho 31, 2024
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
0 avaliações positivas
2 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Julho 31, 2024 15:17
Hi @MariaJSalazarL , I'm not certain if this will work or not, but does this setting help to accomplish this? Josh
SKeohan on Julho 18, 2024
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
0 avaliações positivas
2 Respostas
Participante
Julho 18, 2024 08:43
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
Solucionado
BMarto on Julho 04, 2024
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
0 avaliações positivas
5 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 04, 2024 06:21
Hi @BMarto , A notification workflow could be as simple as this: https://knowledge.hubspot.com/workflows/create-workflows Re...Leia mais
Solucionado
ARaws on Maio 02, 2024
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
2 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 02, 2024 05:54
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
Solucionado
LLampe on Março 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 avaliações positivas
1 Respostas
Solução Aceita
Conselheiro(a) de destaque
Março 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...Leia mais
Solucionado
Bdubs on Março 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 avaliações positivas
2 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Março 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...Leia mais
Solucionado
LLampe on Março 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 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Março 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...Leia mais
Solucionado
InnoVites on Fevereiro 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 Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Participante
Outubro 18, 2024 06:11
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
MariaJSalazarL on Janeiro 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Janeiro 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 ...Leia mais
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