Hi team, is there a way to automatically update a deal with the MRR once a quote has been created? We have a deal property called "MRR" that's populated by sales at the beginning of the sales process. It's merely an estimate and I would like read more
Hey @Fexxi , Yes, you can automate the update of a deal's Monthly Recurring Revenue (MRR) based on the recurring line items in a quote. Step 1:...read more
Hi HubSpot Community, I’m customising a quote template and have encountered a persistent black line that I cannot remove, despite extensive attempts using custom CSS. What I’ve Identified: The black line appears near the top of the quote. read more
Hi Bérangère,
Thank you for the prompt to share the outcome. We only had the call yesterday and will be finalising things tomorrow hence I've n...read more
I want the hubspot meeting app to assign meetings to person A in the AM and person B in the PM. Today, I use the Hubspot meeting app so that visitors to my website can select a time to have a meeting with 1 fixed person from my company. https://m read more
Hi @FGlynn6 ,
HubSpot’s round robin meetings don’t support time-of-day logic (like assigning AM slots to one person and PM to another). It jus...read more
trying to figure out how i can have 1 user, who connects his personal gmail calendar bc it has 7 shared calendars on his account, that others in hubspot can see these calendars? or am i limited to just viewing these from google? and 2ndly how could read more
Shared calendars are not actually a part of that user's account in Google. They are calendars that the user subscribes to. If you want to be able to ...read more
Does anyone else find it frustrating that when you click on a lead in the Sales Workspace, the Recent Communication section doesn't show the initial enquiry from the customer? i.e. you have to click into the contact record to see more information b read more
Our sales team is using 2 separate pipelines: (1) The built-in Leads Pipeline in Hubspot, and (2) a Deal Pipeline with custom stage gates that we put together. For the "Leads Pipeline", is there a way to see a consolidated view of the entire Sal read more
Hi @SD25 ,
"Leads" are a data source in both the single object and custom report builder, so that's how you can visualize information on all l...read more
Hello, I want to adjust the attached report so it only shows the call made per weekday and do not display Saturday and Sunday. Is this possible? Thanks!
Hi @hubspotuser9052 ,
If you want this to be rolling / dynamic, no, this is not possible as far as I know. You would have to reference exact /...read more
Is it possible to only show specific products on quotes? And choose what reps can select on their quotes? Right now, they can see all the products, but I would like to only choose specific products for the quotes. Thank you!
Hi Aspencer,
I'm with hapily, a HubSpot App Partner, and we built a quoting tool ( quote•hapily ) to help solve for more advanced quoting need...read more
Any ideas on how to best timestamp changes in the lifecyclye stage on the company level. I can see they have all the options for time stamps under the contact object, but nothing under company. We don't really use contact object at all. Great read more
Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac read more
Hi Tim,
You can edit the Lead Name just like any other property, its just not as easily accessible without customizing what you have readily av...read more
Hi, For one of our educational clients we are using the following business workflows for new prospective families, contacts. Admissions Officer sets the lifecycle stage of the contact to SQL, A Lead is automatically created for that contact. read more