Hi, I need help finding out how to change a sales rep's name on an existing quote. I want to do this (a) when reps leave or (b) when traveling, and we must create one when they are in transit. We have been rewriting quotes from scratch, which is a read more

Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. read more

Hi, I'm wondering how to make a workflow that gets triggered when a quote is published. We don't have approvals for quotes turned on, but I want to have something that says when someone clicks publish quote, a message will get sent to an interna read more

Hi! In the Prospecting Tool, what would you suggest we do with the leads that were marked as "Qualified", but then we lost the Deal? Do we double back and then mark them as "Disqualified"? Just in general, trying to understand how to close read more

Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d read more

We want to set up a min value of 0 for lead scoring. The way we have lead scoring set up currently is to deducts points after a time lapse in engagement. To prevent negative scores, we created a custome property (Active engagement) to be used in i read more

One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to read more

Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generate worklow.

I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!

Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert read more

Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin read more

I have had a few people on our sales team complain about a contact using their meeting link repetitively and wasting their time. Is there a way to block an individual contact from using a meeting link? If not, what's a good way to handle the situati read more