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MDeKoeyer on Março 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c Leia mais
1 avaliações positivas
1 Respostas
Top colaborador(a) | Parceiro
Março 19, 2024 06:29
Hi @MDeKoeyer , Because a sequence is related to a contact, the tasks being created are only linked to the contact and not the contact's comp...Leia mais
MRoberts8 on Fevereiro 01, 2024
Hello, I'm trying to create a score property to understand intent for a company. I want to add as a criteria the # of times contacts associated with this company fill out a particular form. I can't seem to find a way to do this. Ideally, Leia mais
0 avaliações positivas
2 Respostas
Participante
Fevereiro 01, 2024 13:00
Hi and thank you! I do have access to our workflows Best, Michael
RHendricks on Janeiro 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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Janeiro 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...Leia mais
Solucionado
AnnabelleEarps on Dezembro 19, 2023
How can a company use Hubspot to: Keep track of all our key accounts. Track actions, emails and follow-ups. Develop campaign plans for specific accounts. Each account is different so automated emails probably won't work. We would like Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Dezembro 20, 2023 00:36
Hi @AnnabelleEarps , You'd be in very good hands if you took the offer of @Jnix284 's demo – I highly recommend taking it. For high-lev...Leia mais
Solucionado
CTurton on Dezembro 07, 2023
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Dezembro 08, 2023 00:09
Hi @CTurton , Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find ou...Leia mais
Solucionado
LWilson40 on Outubro 17, 2023
Hello, h ow can I manually select certain contacts to set up for my Sales Team who would then enroll these contacts in their sequence on a certain date? We want to add 50 contacts to a sequence 1x a week per rep. Those contacts should be from dif Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Outubro 17, 2023 13:03
Hi @LWilson40 , This is generally possible but harder without a Marketing Hub Enterprise subscription which lets you create random samples fro...Leia mais
Solucionado
MArango7 on Novembro 11, 2022
CONTEXT: We are integrarting an ecommerce site with Hubspot. When a customer buys a product in our site, using HS's API, we create a contact, associate a deal and a specific stage. WHAT WE NEED: We are creating an automation in HS. When the de Leia mais
0 avaliações positivas
5 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Novembro 11, 2022 13:17
Hi @MArango7 , You're correct – when creating an internal email notification in a deal workflow, you can only use deal personalization tokens....Leia mais
Solucionado
MArango7 on Outubro 05, 2022
We are using the Round Robin Meeting tool. We need to assign as the contact owner, the user that the contact ends up having the meeting with, not the owner of the Round Robin calendar. I understand this is not possible in Hubspot. So we are trying Leia mais
2 avaliações positivas
5 Respostas
Accepted Solution
Participante
Julho 16, 2023 14:46
This is an old question - but using "Activity Assigned To" doesn't always work - especially if other activities are scheduled. I've found a beter opt...Leia mais
Solucionado
vc16 on Maio 27, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
1 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 27, 2022 00:41
Hi @vc16 , Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" ...Leia mais
Solucionado
vc16 on Maio 24, 2022
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 25, 2022 00:09
Hi @vc16 , You're correct, you can display 4 fields and freely choose two of them by following these steps: https://knowledge.hubspot.com/crm...Leia mais
Solucionado
IMartin on Janeiro 10, 2022
Hi, we are testing Hubspot CRM as a potential platform to move to. I encountered an unexpected issue with pasting an image from a Teams meeting during our recent call with a customer. When I paste an image into the body of the Log, I can no longer s Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Janeiro 14, 2022 15:47
Hi @IMartin , The issue here might be copying images from OneNote straight into the meeting log – this might simply be an incompatibility issu...Leia mais
Solucionado
RandyC on Outubro 29, 2021
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Outubro 29, 2021 08:34
Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...Leia mais
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