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Solved
Vicky-Bowie on March 11, 2022
It would be helpful to have a link from settings to go to the sales/meetings page in order to add or edit meeting links. It would also be helpful if the knowledge/help articles would direct you to go to the sales/meetings page. Trying to fin read more
Accepted Solution
Hall of Famer | Partner
March 11, 2022 05:48
Hi @Vicky-Bowie , This can be easily accessed through the HubSpot search, in the menu bar at the top: Search within your HubSpot account ...read more
Solved
BGatsik on March 08, 2022
We need to add some permanent text to every Price quote we send out. How do we do this? I don't see any options on how to have a block of text added to our Price Quote template. Also would like to know how to attach another document to each read more
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
March 09, 2022 04:29
Hi @BGatsik If your requirements can't be achieved with the 'comments to buyer' or 'purchase terms' fields of the standard quote tool, then ...read more
RSiddula on February 07, 2022
Hello Community, Hope everyone is safe and doing great, I would like to know some of the best tools that I can suggest to my sales team to use so that it improves their performance and optimize the time even. You can see the example tools below, read more
1 upvote
1 Reply
Guide | Platinum Partner
February 08, 2022 00:52
Hey @RSiddula , That's a good Q. There are probably countless but the classics to me are: Linkedin Sales Navigator Something like Panda...read more
Solved
Suz93 on September 12, 2021
We would like to create a matrix which qualifies customers based on a set of requirements to determine if a deal is an A, B or C. This might include things like location, company size which can be pulled from HubSpot but also a few other things like read more
Accepted Solution
Guide | Diamond Partner
September 12, 2021 21:12
Hi @Suz93 , As such creating a matrix is not possible at this stage in HubSpot but based on certain criterias, you can create a list for your deal...read more
Solved
Gtwhite21 on July 20, 2021
Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 20, 2021 21:01
Hi @Gtwhite21 , That's unfortunately not possible. HubSpot supports pdf, pptx, csv, docx and xlsx , the upload of cloud files and online coll...read more
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