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Solved
JOnwah1 on March 17, 2025
hey Hubspot fam, I've got a Hubspot Training Question: I’m currently managing a HubSpot migration for my company and I have a pretty tight timeframe to get my Sales Director and Account Manager trained before our go-live. Here’s the situation: W read more
0 upvote
3 Replies
Accepted solution
Participant | Diamond Partner
March 17, 2025 18:20
Hi Jon, Here’s how I like to structure my training sessions to ensure effectiveness and engagement: Pre-Training Prep – Send a brief overview...read more
Kitahashi on February 10, 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 upvote
1 Reply
Hall of Famer | Partner
February 11, 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...read more
Solved
RJRao on June 26, 2024
Zoom Phone is automatically creating contact when make a call. And these contacts are unassigned. Even if I receive any call on my Zoom app, it will automatically sync with HubSpot but without owner. Is there any way to stop this or assign contact c read more
0 upvote
3 Replies
Accepted solution
Participant
June 30, 2024 11:16
Hi @BérangèreL , thank you for your quick help. This issue is not related to HubSpot, and the Zoom support team is unable to assist unless their app...read more
Solved
Coffeefilter on February 26, 2024
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 26, 2024 23:58
Hi @Coffeefilter , It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at t...read more
Solved
GlennHoy on January 04, 2024
We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!
0 upvote
2 Replies
Accepted solution
Key Advisor | Gold Partner
January 05, 2024 04:51
Hi @GlennHoy "Playing" a task list of calls is the most efficient way to dial multiple companies in sequence. As you complete each call, r...read more
Solved
SebastienFK on December 01, 2023
Hello Hubspot, When I create a property, I cannot seem to find the correct group to allocate it to. I just want to put it in my Deals table ! Can anyone help me on this ?
0 upvote
2 Replies
Accepted solution
Recognized Expert
December 01, 2023 04:38
Hi @SebastienFK This is the HubSpot Community - a group of HubSpot users - and not HubSpot, just to manage expectations. 😉 By deal ...read more
Solved
SDixon6 on November 14, 2023
Hi, We have a contact us form on our website which currently sends me an email when someone fills in the form. I would like to have a deal created in Hubspot when the form is completed as well as sending me an email alerting me to the form submi read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 14, 2023 11:05
Hi @SDixon6 , This would require a Professional subscription and a contact-based workflow: https://knowledge.hubspot.com/workflows/create-wor...read more
Solved
EMcGrath on November 02, 2023
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 02, 2023 14:58
Hi @EMcGrath , When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
MWilcox12023 on August 10, 2023
I use the Outlook on Windows 11 application which is part of my O365 license and have installed the Outlook application plugin from hubspot. Outlook now takes minutes to respond after adding the Hubspot plugin to outlook. Frankly, outlook is unu read more
0 upvote
7 Replies
Community Manager
August 15, 2023 17:59
Hi @MWilcox12023 , Thank you for the details. In relation to the Sales Extension, HubSpot offers three distinct options: the Chrome ext...read more
LeonardoDVinci on July 26, 2023
To be specific, we are looking for top HubSpot Academy courses for End-user sales personnel. Currently, if you are looking in HubSpot Academy for any sales-related courses, you'll only get recommendations that included admin-level items. We woul read more
Contributor
July 26, 2023 23:33
Thank you for your recommendation @MiaSrebrnjak , we really appreciate it! I would like to hear more from our community and see if they have other...read more
Solved
ASarker on January 10, 2023
Hi, I was wondering what is the best way to segregate sales deals based on product tiers. Say I have 3 product tiers and I want to visualise the deals for those tiers independent of each other. How would you suggest I go about it? I was thinking o read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
January 10, 2023 10:30
Hi @ASarker , Yes, that works: If this answer and my previous replies were helpful, please mark them as accepted solutions...read more
danawjones on December 22, 2022
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. read more
1 upvote
4 Replies
HubSpot Alumni
April 19, 2024 17:59
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...read more
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