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sboerstler on March 26, 2024
Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed. Here is our my specific use case. In associated line items on a deal, there is a read more
0 upvote
2 Replies
Thought Leader | Platinum Partner
March 28, 2024 04:51
Hey @sboerstler if you think that this would be a good idea for the product team to improve how Deals and Products work together, you can post t...read more
Solved
Sebastian_ on March 11, 2024
Hi community, We are currently implementing HubSpot's quotation and eSign function. So far we have been using Google Docs and Dropbox Sign for our quotes and contracts. We have everything set up so far. Now we are facing the challenge that t read more
0 upvote
6 Replies
Accepted Solution
Top Contributor
March 12, 2024 16:51
Hi Sebastian, My pleasure! I am not familar with German law requirements, so I don't have any advice there. A half-baked idea that came to mind ...read more
JDuchaine on February 27, 2024
Hi there! I call clients from their records, and I have three issues; 1. Their is no way to change the default output so that it chooses my headphones automatically. 2. When changing the ouput device, my headset appears twice, I need to cho read more
1 upvote
1 Reply
Community Manager
February 28, 2024 05:45
Hi @JDuchaine , Thank you for your valuable feedback! This means a lot to us. First, for information, I'd like to share this article " Microphon...read more
GlennMillerLupo on February 07, 2024
HI Team, Pointing out an interesting use case and potential glitch after selecting qualified stage, the create deal pop-up arrives, and if you cancel the pop-up and do not create a deal, the prospect nevertheless disappears from the prospectin read more
2 upvotes
3 Replies
Contributor | Platinum Partner
February 08, 2024 16:59
Hi @PamCotton , With respect, I dont think you understand the glitch proposed given your reply. I know the solutoin: Firstly be awar...read more
RHendricks on January 23, 2024
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus read more
Member
January 24, 2024 08:27
Thanks for the reply Jennifer 🎉 I'm quite happy with the stage tracker on the deal object. It's when i'm trying to use the stage tracker t...read more
KKochelek on January 04, 2024
Currently, we are unable to have anyone without super admin permissions delete leads out of the prospecting area. We want to give our sales staff the autonomy to do this, thought they aren't admins. Thanks!
1 upvote
2 Replies
Participant
January 05, 2024 09:31
Hi @DSharma02 - that's the weird part. They do have permissions to delete contacts. Unfortunately, this doesn't extend to leads in the prospectin...read more
Solved
Bürobert on December 06, 2023
We have configured our Leads objects to create a Lead in the Prospecting tool when: - a contact enters MQL lifecycle stage - a contact enter SAL lifecycle stage This works fine when they move from Lead to MQL or SAL. However when a contact read more
1 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 00:38
Hi @Bürobert , This seems like an oversight by the product team and probably not what they intended – you could reach out to HubSpot support t...read more
Solved
genevagordon on November 17, 2023
Hi! We've recently started using Hubspot's Meetings functionality and I've noticed that when a contact books a meeting, their lifecycle stage is set to MQL automatically. I can't figure out where to edit this behaviour and I can't find any documenta read more
0 upvote
10 Replies
Accepted Solution
Key Advisor | Partner
November 21, 2023 05:36
I'm not aware of this within meetings unfortunately, the only way I could see to do this would be to trigger a workflow based on the meeting and then...read more
DLavi on August 31, 2023
Is it possible possible to have: - one line item on a deal (recurring type( that will have more then one start-end dates and prices? - two (or more) line items on the same deal with different start-end dates and prices, but with the same SKU? read more
0 upvote
1 Reply
Community Manager
August 31, 2023 17:38
Hello, @DLavi Thank you for posting in our Community! I want to share our knowledge base here with more information and invite our top experts ...read more
Solved
CKing50 on August 01, 2023
Hey there, I've run into a problem where I'm trying to assign multiple team members to a task at a certain date. For some reason, I am only allowed to assign one individual. Is there any way I can add multiple?
1 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
August 10, 2023 08:53
Oh, my apologies. It actually looks like tasks can't be assigned to a team, only individual users. I assumed they worked the same as other records. ...read more
Solved
mzebib68 on April 26, 2023
Hi, I didn't find a way to secure line items: - anybody can create a line item - anybody can alter an existing line item is there a way to propose line items, product elements in general, that we secure to be editable by admins only?
2 upvotes
4 Replies
Accepted Solution
Top Contributor | Platinum Partner
April 26, 2023 18:07
Hi @mzebib68 , I think the solution for you is to create permission sets for each team. This way, you can disable the options shown in the scre...read more
Bradlevix on February 13, 2023
Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?
0 upvote
6 Replies
Key Advisor
February 14, 2023 11:35
@Bradlevix I think you were right I thought it was there my bad but yes I am submitting this as an idea for you so hopefully will get some filters ...read more
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