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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
1 Reply
Community Manager
March 24, 2025 17:09
Hey @POtero4 , happy Monday! In HubSpot, the billing and shipping address should automatically be pulled from the customer profile when 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
1 Reply
Community Manager
March 17, 2025 13:34
Bonjour @BSITBON , Merci d’avoir posté dans la Communauté ! Je voudrais faire appel à quelques uns de nos experts : @Bruno_Teixeira , @E...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
Member
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
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
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
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
MTanevskiy on February 10, 2025
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.
1 upvote
10 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 11, 2025 07:24
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
Solved
FLecoq0 on February 10, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 10, 2025 08:59
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
Swede on February 04, 2025
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
0 upvote
1 Reply
Community Manager
February 04, 2025 17:01
Hi @Swede ! Welcome to the Community-- happy to have you here 😊 It sounds like you are referring to the Outlook Contacts integration . ...read more
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