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Solved
ABrazCosta on July 12, 2024
Hi there, I created a workflow to enroll contacts to a sequence. But I've heard from some HS users that it is no appropriate if I'm using personalization tokens. I tested and it worked, but I am concerned. Is it safe to use a workflow to enroll read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
July 13, 2024 01:20
Hi @ABrazCosta , Personalization should work fine. There are however things to keep in mind: Make sure the sequence emails don't contain a...read more
APremi on July 11, 2024
Hi, I'm facing a hiccup is just being able to import Hubspot a CSV which has record IDs for Deals and Contacts in order to associate the Deals and Contacts. I've tried all permutations. My use case goes like this: I have a lot of Deals coming to read more
0 upvote
4 Replies
Member
July 11, 2024 09:00
This is shown as error: Error handling response: TypeError: Cannot destructure property 'enabled' of 'undefined' as it is undefined. at chrome-...read more
Solved
KamakshiBhakuni on July 02, 2024
We configured the chabot in our Knowledge base website but the searches were wide and it didnt show up the correct articles, so we were just trying the AI chatbot. The AI chabot does not show realistic content from the knowledge base in couple of ca read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 03, 2024 00:10
Hi @KamakshiBhakuni , The AI chatbot is still in beta – which means that there are potentially instances when it's working as expected. ...read more
JParker49 on July 02, 2024
I changed a Enterprise Goal for 2024 Fiscal Year Goal Forecast pipeline from Enterprise to Opportunity and now when I look at the Enterprise team forecasts the month goal numbers are gone. How can I keep the goal revenue for each rep by month when read more
1 upvote
1 Reply
Top Contributor
July 02, 2024 12:24
Hi @JParker49 HubSpot's goal forecasting tool has a limitation that prevents direct transfer of revenue goals between pipelines when switchi...read more
Solved
samantha_c on June 26, 2024
Hello, We recently deactivated a user and I am cleaning up their assets. They have a meeting set up and I don't see a way for me to delete it. Can anyone advise on how to delete a meeting? Thanks!
0 upvote
3 Replies
Accepted solution
Hall of Famer | Elite Partner
June 26, 2024 20:39
@samantha_c it looks like you've already followed the steps in the KB provided by @Gaurav_Aggarwal , the reason you don't see the option to "delet...read more
LOrr3 on June 19, 2024
I'm looking to automate meeting outcome based on changes in Deal stage. For example, IF Deal Stage = Demo Held, make the meeting outcome Completed. Is there a way to do this?
0 upvote
2 Replies
Member
June 20, 2024 13:11
A bummer, but thank you for the help!
Solved
BEcclefield on June 17, 2024
Hi everyone, I have a seemingly simple need that is causing havoc with my partner training and the finalization of our hubspot build. When creating line items, HubSpot allows you to have a "price" and a "quantity" to multiply horizontally. read more
0 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
June 18, 2024 10:55
Hi @BEcclefield . I'd try to use a custom property, although that won't help with standard reporting. You'll have to create custom reports with the ...read more
ed-K on June 05, 2024
I've set goals for our 2 sales teams, but when I goto the forecasting page - it shows for zero goal for "All Teams". I have to click on "sales" and drilldown before I can see the goals for the seperate teams. What am I doing wrong? It seems basi read more
1 upvote
2 Replies
Member
June 06, 2024 08:56
thanks. I just used the revenue template for the 2 teams .... was that the wrong option?
carlosterre on May 27, 2024
There is currently no option to "clone" a group Meeting link , while there is a "clone" option for 1on1 meeting links. The value of a "clone" option is very small for 1on1 links, since all such links will likely be different, whereas for gr read more
0 upvote
1 Reply
Contributor
May 28, 2024 00:50
Hi @carlosterre , Will advise you to add the suggestion on to the idea portal of the community where HubSpot product teams review the ideas and ...read more
Solved
niederberger on May 13, 2024
Hello Together I'm wondering how you manage the Company Leads within the new Prospecting Tool. It's possible to create a list and get the Lead name out but not all the details. Within the tool it self you only see your own Leads. My question read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 14, 2024 00:27
Hi @niederberger , If the marketing team wants to keep track of where certain records (contacts or companies) are in the lead pipeline, you ca...read more
shaunjackrel on April 30, 2024
were having a massive issue with invoice down payments and future payments and I see others being added to a beta having the same issue this has caused me almost a year of not being able to use the system I wanted to see if there is any way to be ad read more
0 upvote
1 Reply
Community Manager
May 01, 2024 13:45
Hey @shaunjackrel , thank you for posting in our Community. I would like to apologize for the frustrations, data issues, and business impac...read more
Solved
MStach on April 19, 2024
Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 20, 2024 01:02
Hi @MStach , I agree, this would be useful. The best place for these kinds of suggestions is the HubSpot Ideas section of the community: http...read more
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