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Gelöst
Coverage on November 15, 2024
Hubspot moved the toolbar from a banner along the top of the page to along the left side of the screen. I used to be able to lock it at the beggining when the update happened, but that function was also taken away. Anytime my mouse goes anywhere n Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 15, 2024 12:30
Hi @Coverage , This has frustrated many user and has caused complaints but it doesn't look like the top menu will return. The reason for that ...Beitrag ansehen
Gelöst
BRitchie8 on November 04, 2024
I have a question regarding invoices. I know that I can create an invoice on the back of a deal Can I also create a partial invoice? The deal will be won but only part of the products are invoic Beitrag ansehen
1 Likes
2 Antworten
Akzeptierte Lösung
Vordenker/-in | Platinum Partner
November 05, 2024 13:36
Hi @BRitchie8 So as Khushboo mentions here You can have a partial invoice with some of the line items in your deal. I'm not entirely su...Beitrag ansehen
Gelöst
JRGies on August 06, 2024
I have hubspot sales tools intalled in outlook. In the past I could tie the three different email accounts ("outlook") that i have in outlook to hubspot. In other words regardless of the email I count I sent an email from it was tied to outlook. In Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Community-Manager/-in
August 07, 2024 10:10
Hi @JRGies , Thanks for reaching out to the Community. You can find the answer in this article 🙂 Please note: the Out...Beitrag ansehen
Gelöst
Jhonmicken on Juli 16, 2024
Hey Folks! I have just started using the CRM and I am trying to build out my sales process for better results but I am on free CRM so my question right now is, is there any way I can automatically update my lifecycle stages in HubSpot?
1 Likes
4 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juli 16, 2024 11:49
Hi @Jhonmicken , Under Settings > Objects > Contacts > Lifecycle stage, you can specify basic rules for lifecycle stage automation: ...Beitrag ansehen
Gelöst
FAndreas on Juni 30, 2024
How can i add my team member and then check availability for example add all the member but having check avaliability like who is online in spesific hours?
0 Likes
7 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juli 01, 2024 00:33
@FAndreas that would be a round robin link and requires a paid seat for all involved: https://knowledge.hubspot.com/meetings-tool/understand-group...Beitrag ansehen
OrchidMedia on Mai 30, 2024
I have 3 Gmails. Email A, B, and C. I created my HubSpot account with Email A. I have the calendars of Email B and C sharing to Email A. HubSpot even acknowleges that as seen in the image below. HOWEVER, when I go to schedule a meeting in Hub Beitrag ansehen
0 Likes
2 Antworten
Mitglied
Mai 31, 2024 16:56
Thanks for the reply! I tried re-connecting my email to HubSpot, and the other emails are correctly sharing to my main Email A. It just seems silly ...Beitrag ansehen
Gelöst
Feh on April 05, 2024
Hello, I have the hubspot free account and would like to use the meeting scheduler. However, the software is not letting me set it up. My calendar is linked and is syncing. But the "get started" link on the meetings page is not clickable. Can so Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit
April 05, 2024 20:05
Hi @Feh happy to help, a few things to check: 1 - Settings > General - do you have Meeting Scheduling Pages turned on? Have you co...Beitrag ansehen
Gelöst
DrKevinTran on März 13, 2024
Hi, I had a sales pipeline created with moinths of records, but yesterday I saw the hubspot for startup fundraising program, and I "installed" the fundraising module Now all my sales deals and sales pipeline are Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Autorität | Diamond Partner
März 13, 2024 07:34
Hey @DrKevinTran Iam not totally sure if you can restore your pipeline or not but you can restore your deals kindly go through this article ...Beitrag ansehen
Gelöst
SBrown801 on März 04, 2024
If I have the free version of Hubspot can I integrate the paid version of OpenPhone?
0 Likes
2 Antworten
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
März 04, 2024 13:01
Hi @SBrown801 , Yes. You can intergrate OpenPhone with Free CRM.
Gelöst
NQayyum on Februar 23, 2024
Hi I want to know if we can create/customize our company Type fields like prospect, partner, vendor . Because I want to create an option of customer in company type. Please note that I am using free crm tool.
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Februar 23, 2024 08:42
Hi @NQayyum , You can find step by step instructions here: https://knowledge.hubspot.com/properties/create-and-edit-properties If you'...Beitrag ansehen
Gelöst
AntR13 on Februar 17, 2024
Is there a way to enter a value manually on the line entries for items. In particular, on the picture below, I want Colour and Size to be free text. Thanks
0 Likes
5 Antworten
Akzeptierte Lösung
Stratege/Strategin | Partner
Februar 19, 2024 05:47
Unfortunately you can't customise the Create a line item form currently. You can archive any custom properties that have been created in the int...Beitrag ansehen
Gelöst
LHermann on Januar 29, 2024
Hello, Any replies to my logged emails are not showing in HubSpot. I've read the guidelines as suggested, and I meet all the requirements. I am sending through the Hubspot Sales login in Outlook 365. When I send a test email to my personal Beitrag ansehen
1 Likes
9 Antworten
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
Januar 30, 2024 10:15
Hi @LHermann and thanks for the tag @Jnix284 ! There are a few possible cases where email logging might not work, here are two that come to...Beitrag ansehen
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