Olá. Estou encontrando dificuldades com os anexos nas tarefas. O mesmo se encontra anexado, mas o vendedor não consegue visualizá-lo e quando o vendedor anexa, eu não tenho sucesso na visualização. Beitrag ansehen

Any suggestions on storing the resources I have to help Hubspot users? Right now I have them all on our server, but are users have to dig around to find the resources they want. I would like them all to be available within Hubspot itself so they don Beitrag ansehen

I want to send a Sales Document to captured leads who filled in a HubSpot form and got an automated marketing email following from the associated workflow. Currently, I use a link to the Sales Document in this marketing email. When leads click t Beitrag ansehen

I've got a bone to pick with Documents! Current I can't create a link to share the documents WITHOUT having to add an "Who are you sending this to". I don't want to have to put someone's email in here to get the link. I just want to share t Beitrag ansehen

Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. Beitrag ansehen

How can I remove "let's meet" from a shared document? I don't use HS to schedule meetings due to the lack of customization and don't want someone to try to book via the drop down in a shared doc. I've removed my calender and fully disconnected Beitrag ansehen

Hi, I have just been wrongly notified by Hubspot that a document has been viewed by a contact. I embedded a document link into my email, then put my email address in to view it as a test. It then noticed me that the contact viewed it, but I Beitrag ansehen

Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?

My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work. A Beitrag ansehen

I am sending emails out with a Hubspot Document to schools in a sequence to individuals that I have added to Hubspot. For some of the schools I am getting 100% viewing rate on the document. The seem to all open it shortly after I send it. At firs Beitrag ansehen

Hi, We're using hello-sign to collect e-signatures. Currently our sales reps ask the billing details like address to the customer & put that on the quote. However we we're wondering if we can turn that around and put fields on the form to be Beitrag ansehen

I'm re-uploading a PDF brochure to the Documents section. It looks great in the original (left image) file... it looks great when downloading, but the preview (right image) in HubSpot looks horrible with a white streak on the pricing table. Any Beitrag ansehen