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
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
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
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
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?
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.
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
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
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
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