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cdorsey on September 26, 2023
We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i read more
4 Replies
Accepted Solution
Thought Leader | Elite Partner
September 28, 2023 09:07
Hi @cdorsey . I don't believe you're missing anything, no. As I understand Playbooks, they're used once typically for scripts or other sales needs ( more
TDaPron on September 19, 2023
Hello Community! We set the inbox up with a general outgoing email address as one does with Hubspot inbox. However, we would like to tailor this to be set based on the user responding to the customers. If it's a sales rep, I'd like the return em read more
1 upvote
2 Replies
Thought Leader | Diamond Partner
September 19, 2023 19:47
Thanks for the tag @PamCotton Hi @TDaPron , happy to help. The inbox is designed to have the same send to/from email for all more
PDesai1 on September 07, 2023
Hi, Our company is a perk provider and we currently serve only one country, but soon we are looking to expand to other countries. My concern is if we have for example ABC company as our customer in one country with domain and now we are g read more
0 upvote
3 Replies
Accepted Solution
Guide | Gold Partner
September 11, 2023 11:03
Hi Palak, If having multiple companies with the same domain causes problems for your NetSuite integration, you may be better off planning to more
RoseFieschko on September 05, 2023
I'm trying to upload a PDF that includes hyperlink buttons. I see in past posts and the knowledge center that hyperlinks are not supported in uploaded documents. However, I have a PDF I uploaded in the past to documents that contains working hyperli read more
0 upvote
2 Replies
September 06, 2023 19:11
Interesting - The PDF I'm having this issue with was created in Canva and does already include hyperlinks. I have it saved in Google Drive and can more
AlishaV on September 01, 2023
I have a user with a sales seat who created many (more than 5) email templates that other sales seat users need to use. And currently they can access them fine. However, if I remove the sales seat from the user who created all of those template read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Partner
September 04, 2023 02:42
Hay @AlishaV a free user is only allowed created up to 5 templates, so removing the sales seat for the user who created them I believe would cause more
brandonschaefer on September 01, 2023
in short, we want people on the sales team to have different meeting selection options vs. people on the service team. this would be helpful for both log a call option as well as log a meeting option
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 01, 2023 06:34
Hi @brandonschaefer , This is currently not possible but I submitted a request for this more than two years ago here: more
WCui on August 17, 2023
Dear HubSpot community, I was wondering if there is a way to search for specific keywords across all the contact notes. For example, I want to pull out insights related to a specific product, can I do it without going into each individual file? read more
1 upvote
7 Replies
Hall of Famer | Partner
August 21, 2023 05:03
Hi @WCui , Meeting notes are only available in the custom report builder: Menu > Reports > Reports > Create report > Custom more
SRobinson4 on August 15, 2023
Hi there, Hubspot allows for Group and Round Robin bookings where a rep would be allocated a meeting but is the inverse possible? The contact selects a meeting time - it goes to the whole sales team - and then the sales rep individually selects read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Partner
August 15, 2023 10:50
Hey @SRobinson4 you could create a user for a group email address and then use a team calendar which all reps have access to, then have them just more
GBos on August 08, 2023
Hi, I had a standard meeting link in an email. I didn't like that it wasn't a Round Robin link. So I deleted the standard link: I thought I could replace that link with a new one. But it doesn't, as it 404 read more
0 upvote
7 Replies
August 09, 2023 08:43
Thanks and much appreciated Karsten! I had to go through HS support to get this resolved in their backend.
Jenny26 on August 01, 2023
Hi everyone, We hired a developer to create a custom quote template for us. I thought I gave her all the permissions she needed to do so but she cannot create a quote. (see the image below). How can I give her access to the quotes without g read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Partner
August 01, 2023 11:25
Hey @Jenny26 this would actually only be limited to super admin persmissions currently according to the knowledgebase here .
storycollab on July 31, 2023
I want to be able to format the multiple choice property elements in a quote with either commas, or in a list. I'd appreciate any guidance about how to do this?
0 upvote
2 Replies
Top Contributor | Partner
July 31, 2023 17:34
Hi, @storycollab , if you're using a custom template, you should be able to update the CSS for that, so you can make the property show the more
SimonP1 on July 25, 2023
Hi, we would like to send an automated email after meeting scheduling where the contact is prompted to confirm the meeting time. We would like the meeting to be automatically canceled if the client does not confirm the time. Is this possible?
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
July 25, 2023 19:08
@SimonP1 Unfortunately that is not possible through HubSpot Meeting links. If this post helped to solve what you were looking for, please more
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