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ozgesilla on April 17, 2025
Hi everyone, I've set up a structure but it's not working as I expected. We ask for license start and end dates as deal properties for each deal. When a renewal happens, a new deal is created. However, until this new deal is marked as won , we do read more
0 upvote
2 Replies
Participant
April 17, 2025 15:19
Hi! What are the benefits of using sync properties in lieu of using a workflow to copy a property? Is it that it's a new feature and more approipreat...read more
mattman1991 on April 15, 2025
Hi we recently implemented hubspot- I went to create a new field and update that field- but in advertntily overwrote the associations for about 3k records. This means existing contacts and deals are not associated as they should be.... Is there read more
0 upvote
2 Replies
Member
April 15, 2025 06:07
Hi Thanks, it's only affecting a % of all records in our database. I'd be inclined to check dupelicates and then manually update the associations. I...read more
ShivaShabharish on March 31, 2025
Hi for our exploration on HubSpot Sales hub needed the Sales hub Professional trail would be helpful.
0 upvote
1 Reply
Community Manager
April 01, 2025 03:38
Hi @ShivaShabharish , Thanks for reaching out to the Community! To get a Hubspot free trial, go to offers.hubspot.com/free-tria l, cl...read more
Solved
SWilson78 on March 27, 2025
Hi, I want to create my own onboarding plan for a new starter in our sales team. I'm sure there was a way to do this on hubspot but can't seem to find any reference to it. Can anyone help?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 27, 2025 09:48
Hi @SWilson78 , you probably mean playlists 🙂 https://knowledge.hubspot.com/help-and-resources/hubspot-academy-playlists
Solved
POtero4 on March 24, 2025
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.
0 upvote
3 Replies
Accepted solution
Community Manager
April 02, 2025 08:18
Hi @WeFixYouMix , I hope that you are well! Thanks for getting back to us! I'd like to share these resources that might be of interest: - Crea...read more
Solved
JBleys on March 24, 2025
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
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
March 24, 2025 08:59
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
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
BSITBON on March 17, 2025
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
0 upvote
2 Replies
Community Manager
April 01, 2025 06:15
Bonjour @BSITBON , j'espère que vous allez bien ! Avez-vous toujours besoin d'aide ? Si vous ne voulez pas avoir de pourcentage, vous pourrie...read more
BillX on March 14, 2025
Hi Everyone! Iam excited to head our marketing for a new Enterprise Start Up. Looking forward to standardizing on the platform.
2 upvotes
5 Replies
Participant
March 17, 2025 12:02
Thx!
Solved
ozgesilla on March 04, 2025
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?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 04, 2025 06:53
Hi @ozgesilla , No, this is not tied to super admin access, but requires an assigned sales seat + this setting: Additionally, ...read more
Solved
ozgesilla on March 03, 2025
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"?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 04, 2025 00:18
Hi @ozgesilla , No, as of now this feature applies to all quotes: However, other users have requested this before: https:...read more
Solved
EZorichev on February 27, 2025
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
0 upvote
1 Reply
Accepted solution
Community Manager
February 27, 2025 15:24
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
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