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NKolev on January 25, 2025
Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt read more
0 upvote
3 Replies
Hall of Famer | Partner
January 25, 2025 07:50
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...read more
Besa on January 23, 2025
Hello, We have recently started using the deal approval process feature in HubSpot, and while we find it very useful, we've encountered a challenge regarding notification management which we believe could be improved. Current Situation: W read more
3 upvotes
2 Replies
Participant
January 24, 2025 04:13
Hey Kennedy, Thank you for your thougtful response. Yes, all the deals are in the same pipeline and creating separate pipelines only to manage ap...read more
JSzlain on January 21, 2025
Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com read more
Member
January 22, 2025 13:22
If I disable the automation entirely, I will lose associations and that is helpful. A workflow will work? It will not work against Hubspot automatio...read more
Solved
RWalker13 on January 15, 2025
Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to th read more
0 upvote
2 Replies
Accepted solution
Member
January 15, 2025 09:32
Thanks Hannah. That makes perfect sense and seems like a great solution
Solved
BMcGee on December 16, 2024
I, along with my team, have ran into a inconvience when trying to update, change or enter information on the grid view of objects. If you're making an update to a field in your grid view, the Save button/bar comes up at the bottom. The issue is th read more
0 upvote
2 Replies
Accepted solution
Participant
December 16, 2024 09:26
Hi BMcGee, So one way around this is, is you could use the 'Shift' key and then use your wheel to scroll and it will scroll you side ways. Bu...read more
Solved
Xiawanbai on December 09, 2024
How can I see the company while creating a lead in Prospecting Workspace? In case of contacts that have the same name and surname it is not possible to see which company they are assigned to.
0 upvote
3 Replies
Accepted solution
Key Advisor | Partner
December 09, 2024 08:37
@Xiawanbai Click Contact to create a contact lead, In the dropdown menu, select the contact or company record the lead wil...read more
Solved
KlemenHrovat on December 06, 2024
Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta read more
Accepted solution
Hall of Famer | Partner
December 06, 2024 03:30
Hi @KlemenHrovat , Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time...read more
cvosullivan on December 05, 2024
In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the read more
2 upvotes
2 Replies
Community Manager
December 05, 2024 14:42
Thanks for your insight @Gaurav_Aggarwal and for providing those resources. It sounds like the default settings for the round-robin scheduler don...read more
Solved
Marie_ on November 18, 2024
Hello Hubspot Experts We recently added the Sinch Message Media app to our Hubspot account to enable our sales team to send and recieve SMS messages via Hubspot (based in Australia, so can't use the HS function). The app doesn't log the SMS read more
0 upvote
4 Replies
Accepted solution
Member
November 19, 2024 01:09
Hi @Marie_ , I understand the challenge you are facing with the Sinch Message Media app not logging SMS messages as activities that count towards...read more
Solved
AHewitt90 on November 14, 2024
I know that this has been asked before but i have not seen an answer that does what i need. I am looking to, once per week take a snapshot of the number of deals that each rep has in certain stages at that time. My plan is to document this firs read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 14, 2024 12:25
Hi @AHewitt90 , Have you looked at the historical snapshots report on the sales analytics? https://knowledge.hubspot.com/reports/create-sales...read more
Solved
DSchrager on October 15, 2024
The "latest time" spent in a lifecycle stage properties are not capturing actual time spent correctly. This is especially apparent in the `customer` lifecycle stage where the value is null. I've tested this on multiple contacts (progressing to ` read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 15, 2024 09:34
Hi @DSchrager , This is expected behavior, see here: https://knowledge.hubspot.com/records/use-lifecycle-stages Latest time in [stag...read more
Solved
Dim1 on October 01, 2024
I was wondering if someone had a workaround to achieve the following: Part of our deal pipeline is a deposit stage . To work past this stage, two files are required . When these files are read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 00:50
Hi @Dim1 , This is correct and, it seems, currently expected behavior, see also these two thread: https://community.hubspot.com/t5/CMS-De...read more
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