why each time i create a new invoice i have to add the customer manualy both BILL and Shipping Address ? It just to be automaticly adding address from customer perfil.
Hey @POtero4 , happy Monday!
In HubSpot, the billing and shipping address should automatically be pulled from the customer profile when crea...read more
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 read more
Hi @JBleys ,
In reality, HubSpot doesn't have a leading record. Essentially both your contact object and company object are going to be associ...read more
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
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
J'ai un soucis avec la TVA pour la création de mes devis. J'ai bien crée un taux de tva que j'ai rattaché à mes produits. Lorsque j'insère un produit dans mon devis. La TVA est remontée en %. Du coup, Hubspot calcule un montant TTC en fonctio read more
Our Sales manager wants to review the activities of his team from Sales Workspace, however she is not a super admin. Do only super admins have the right to look at other's activities?
ı would like to activate the quote approval process, however I would like to activate it partially. Is it possible to add filters like "If the discount rate is bigger than %70 send to quote approval"?
Hi, I'm trying 3 different cards from 3 different banks and it's showing errors, either is "Your card information couldn't be added. Please check that the details are correct and try again. If you experience further issues, contact your bank for as read more
Hi @EZorichev ! Welcome to the Community-- happy to have you here 😊
Thanks for bringing your question here. The Community is a great place ...read more
Hi guys! My colleague uses hubspot to send emails to prospects, but I cannot see those emails through Hubspot. Is there a way how I (admin) can view only her CRM contacts to check with activities ? Thank you so much for your help.
Hi @MTanevskiy
if you are a superadmin in the account
you should be able to see all the activity within records.
If you want to check on her...read more
in the transaction card, we can have severall information associated to the transaction. i want to add the name off the compagny, how do to so ? i would like to replace the logo by the name . please help
Hi @FLecoq0 ,
This would, unless I'm missing something, currently require a Professional subscription. That would allow you to create a sync p...read more
Hi Hubspot, My contact folders got migrated to categories in new Outlook for 365. The free hubspot CRM contact syncronization is however still built for the depreciated folders. Do you have any plans to change that to make it compatible with the ne read more