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
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
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
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
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
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?
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?
@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
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
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
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
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
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
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.
Hi @NQayyum ,
You can find step by step instructions here: https://knowledge.hubspot.com/properties/create-and-edit-properties
If you'...Beitrag ansehen
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
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
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
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