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Gelöst
DRebellon on Februar 28, 2024
Whenever a contact is merged and we try to unenroll them from a sequence through a workflow, we are getting an error that states "Can't unenroll, because the contact is not enrolled into any sequence". However, we can see in the activity log o Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Community-Manager/-in
Februar 29, 2024 04:32
Hi @DRebellon , Thank you for reaching out to the Community! I've been looking into a previous case involving a merged contact being unenr...Beitrag ansehen
Gelöst
Michelle_Krick on Februar 14, 2024
Guten Morgen zusammen, gibt es eine Integration, mit der man Angebote direkt in Hubspot unterzeichnen und den Verifizierungsprozess per Mail überspringen kann? Wir müssen unseren Sales die Möglichkeit geben, den Auftrag direkt vor Ort beim Kund Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 14, 2024 02:54
Hallo @Michelle_Krick , Angebote können manuell als unterzeichnet markiert werden oder sie können den Standardprozess mit der digitalen Unters...Beitrag ansehen
Gelöst
Michelle_Krick on Februar 09, 2024
Guten Morgen zusammen, ich benötige einen Workflow, der erkennt, dass das Angebot unterzeichnet wurde und dadurch dann die Dealphase ändert. Ist das möglich? Habe beim Stöbern gerade nichts passendes gefunden... Liebe Grüße Michelle
0 Likes
6 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 09, 2024 03:33
@Michelle_Krick in dem Falle deines Screenshots wurde das Angebot auf diese Weise bereits als unterzeichnet markiert, der zweite Filter aus meinen ...Beitrag ansehen
Gelöst
RJRao on Februar 01, 2024
Hi, I want to create a Hub Automation. Here is the situation. I want reps to be notified when multiple people from within the organization are working on the same account and making successful contact with buying committee members. What woul Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Februar 02, 2024 00:27
Hi @RJRao , Have you considered solving this with record access permissions (limiting CRM communication for users to records that they own onl...Beitrag ansehen
BAdair7 on Januar 25, 2024
We need to change the bank account that is associated to our sales payment links in our Hubspot account. What is the process for this? Do I have to create a new stripe account with the new bank account and then verify that with our Hubspot account? Beitrag ansehen
1 Likes
3 Antworten
Koryphäe | Elite Partner
Januar 25, 2024 12:45
@BAdair7 It wouldn't change anything on the HubSpot side, but any payments that have yet to be disbursed would go to the new account once you make ...Beitrag ansehen
Gelöst
esealpha on Januar 22, 2024
We use the 4-4-5 Accounting Calendar for our fiscal months. So that all quarters of the year are divided evenly with each quarter having two four-week periods and one 5 week period. We are trying to figure out a good way to accurately report our Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Autorität | Diamond Partner
Januar 22, 2024 23:44
Hi @esealpha , In HubSpot, you may need to customize your reporting approach to align with this Calender intricacy. You can utilize custom dat...Beitrag ansehen
Gelöst
Andres_b on Januar 19, 2024
Hola! Estoy buscando y me gustaría poder medir la primera interacción con un negocio cuando llega al pipeline del ejecutivo de ventas, quisiera saber si alguien tiene alguna idea de como hacerlo, he tratado pero no me da con formula calculada Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
Januar 25, 2024 09:05
Hola @Andres_b como estás haciendo para calcularlo? La forma en que lo resolvemos normalmente para los clientes es creando un "timestamp"a...Beitrag ansehen
Gelöst
BReese6 on Januar 17, 2024
Hi HubSpot Community! We currently have a list of targeted companies, old and new, that will be hovering around 500-600 at any given time. We would like to assign 25 per week/per sales rep. Ideally we would want someone to stop receiving leads once Beitrag ansehen
1 Likes
1 Antwort
Accepted Solution
Koryphäe | Elite Partner
Januar 17, 2024 20:34
@BReese6 instead of creating a company property as you mentioned, with Enterprise you can create a custom object, maybe something like "Target Acco...Beitrag ansehen
RMacKenzie on Januar 14, 2024
I have the following issue happening when I try and create a Note on an account . The application automatically starts recording characters without any action on my behalf. These characters are not visible and cannot be deleted however when I ente Beitrag ansehen
0 Likes
2 Antworten
Mitglied
Januar 15, 2024 08:08
this item still persists. Can you send me the link to Hubspot Support?
MRoberts8 on Januar 08, 2024
Hello, We're trying to make it so that the total amount for each deal is updated based on the quote amount (including one-time discounts). Is there a way to create an automated workflow for that? Best, Michael
0 Likes
5 Antworten
Autorität | Partner
Januar 09, 2024 06:59
Hey @MRoberts8 are you seeing deals go through the workflow in the workflow details page? If not, have you ensured you enrolled deals that already ...Beitrag ansehen
Gelöst
MartinLeibi on Januar 08, 2024
Why can't a super admin edit views that were created by another user?
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 08, 2024 07:57
Hi @MartinLeibi , Anyone besides the actual product managers can only speculate 😉 I'd recommend submitting a request to the HubSpot Ideas s...Beitrag ansehen
BAllen5 on Dezember 08, 2023
Hello, I have a custom Object that I am building. In the "Middle Column" of the object record, I have added a "Property List" card. On the property list are several properties I have created with Conditional Property Logic. When I go to select t Beitrag ansehen
2 Likes
5 Antworten
Koryphäe | Elite Partner
Dezember 14, 2023 16:39
Thanks for the clarification and update, @Dgeiger ! Hopefully it's something HubSpot can fix quickly. Cheers!
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