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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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!

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 Leia mais

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 Leia mais

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? Leia mais

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?

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?

Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?