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MCramer on October 04, 2023
hi all, For my client I'm looking for a way to group yearly and montly costs on their quotation. They have yearly costs like licences and number of onboarding and/or implementations that have montly costs. We want the quotations to be as clea read more
0 upvote
0 Reply
BGall on October 03, 2023
Is there a way to build custom templates that hold certain products for generic quotes to be sent? I'm having issues with setting it up. For example, I have multiple packages for tank installations that each require certain products. I would like to read more
0 upvote
2 Replies
Top Contributor | Partner
October 04, 2023 04:05
Hi @BGall I can think of two ways you could accomplish this. Option 1 Create one line item or product in the product library and name more
EMcGrath on October 03, 2023
It's my understanding that if someone starts to fill out a meeting form tools similar to Hubspot's meeting functionality, that there is the ability to follow up with folks who fill out the form but don't schedule a meeting. Is there a capability to read more
0 upvote
1 Reply
Hall of Famer | Partner
October 03, 2023 15:05
Hi @EMcGrath , There is not default feature for this, correct, but within a Professional subscription, you can create a contact-based more
JElgula on October 03, 2023
Hi, is there anything that we should know about setting up the new "Prospecting" tool for Sales Reps? Or does the transition happen automatically on November 1st, 2023? I'm also interested in any training videos about the new "Prospecting" tool. read more
1 upvote
2 Replies
Top Contributor | Partner
October 03, 2023 09:43
Hey @JElgula Here is a complete guide on how to set up and start using the HubSpot Prospecting tool: more
DLoszewski on October 02, 2023
Is there an alternative to tasks? I was originally wanting to have a checklist assigned to a sales person of things to complete once a workflow was activated but tasked looked to have been the only way to do that. Unfortunately, each checklist item read more
0 upvote
2 Replies
Top Contributor | Elite Partner
October 02, 2023 12:51
Hey @DLoszewski , have you thought about using pipelines to guide a process in your company? If you've ever used Trello to organize things more
n-newman on October 02, 2023
Hi all I'd like to use the scheduling widget for prospects to book in a demo with my sales team. I'd like users to select a category from a drop down - options 1-3 would enable users to book with Sales Person 1's calendar, and options 4-6 would be read more
1 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
October 02, 2023 10:13
Hi @n-newman , Do you have concerns that other users with forms permissions might use this incorrectly? If so, yes, enabling the beta for more
CLiew on October 02, 2023
During these interactive sessions, attendees learned how HubSpot's Professional tools can drive sales reporting for management, and accelerate sales with automation. We covered the below topics in the session for Sales Reporting : Overv read more
0 Reply
AnthonyP1 on September 29, 2023
Hoping someone can help me. Overnight, the Hubspot Sales email tracking add-infor Outlook 365 has stopped working for me. I can still find and pin the app when I'm in my Sent items view, but I can't find and activate the app when I'm creating new read more
0 upvote
2 Replies
October 02, 2023 10:41
Thanks for your reply, Diana. I'm working from home today and am having no issues with the mail tracker on my home computer (a Windows laptop). When more
cdorsey on September 26, 2023
We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i read more
4 Replies
Accepted Solution
Thought Leader | Elite Partner
September 28, 2023 09:07
Hi @cdorsey . I don't believe you're missing anything, no. As I understand Playbooks, they're used once typically for scripts or other sales needs ( more
JHebert on September 26, 2023
How can I edit or customize my invoice template? I would like to remove the line, "All fees are listed in USD and are subject to sales tax (as applicable)".
0 upvote
3 Replies
September 29, 2023 06:12
Hi @JHerbert , You can create invoices as part of the tools HubSpot offers However, if you run into any limitations with customisation of how the more
AdityaV on September 25, 2023
Hey community! Not sure why our account was suspended. We haven't even used any campaigns, so what was the reason for us to get banned? Can someone help us out, would be really thankful. Any info needed please ping me
0 upvote
2 Replies
September 25, 2023 23:32
Hey @Nicole , Thank you for your response. I did that, they say that they don't know why because it's not under their domain, they have built a more
ElisadePortu on September 25, 2023
I am really amazed. I have a client who would like to purchase sales pro, but he needs more exignature than 10 per user. In the price list I found that it is possible to buy more, for the professional suite, but it turns out that this is not true an read more
0 upvote
1 Reply
September 26, 2023 01:01
Hi @ElisadePortu , We can help out with this, if you're willing to try an App Partner to provide the eSign capabilities? We have an App on the more
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