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Solved
TuckyW on June 20, 2024
Score Property Field: I have a question about association labels and the score values property type. Is there a way to identify contacts based on the association label? One of the criteria we need is adding a score to the Decision Maker (co read more
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
June 20, 2024 12:19
Hey @TuckyW so if you are using a custom property for score you can increase or decrease the value of that custom property with a Workflow (...read more
Solved
KGatto on June 12, 2024
Our marketing team sent our first email through Hubpost. We want the sales team to be able to see who's opening/clicking the email that was sent out, we thought it would populate in their feed under the prospecting workspace but as of right now not read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 12, 2024 23:41
Hi @KGatto , This is currently not possible. Marketing emails are not considered activities which is why they don't show up along with the res...read more
DMcLaren4 on June 11, 2024
Hello, We are making a quote using a quote template however we want to be able to adjust the header image. We aren't trained in how to adjust it using code so I am wondering what alternative we have?
0 upvote
3 Replies
Contributor
June 11, 2024 08:01
I have DMd you but also linked this video as it might allow you to achieve what you need without any further customisation. Many thanks, ...read more
priemers on June 05, 2024
I'm trying to add images to a quote based on properties in a deal. So, the situation is that we need to add 3-5 images to a quote which are specific for that quote/deal. These images are construction drawings of the specific situation for which read more
0 upvote
3 Replies
Participant | Partner
June 07, 2024 08:59
This would work if the images were similar in each situation. We need to upload al the images seperately and change the image-url in the quote accord...read more
heatherlodge on May 23, 2024
I'm working with a SLG SaaS client that moving towards a self-service/PLG model. They have asked how the self-serve leads will impact their current Deals pipeline - what stage they will be in, etc. My gut tells me that self-serve does not need read more
0 upvote
4 Replies
Participant
May 31, 2024 17:04
Gotcha... super, super helpful. Thank you so much!
CarlosSal07 on May 22, 2024
As noted in the subject, all my tasks are completed, but the sequence won't move to 100%. It get's stuck to around 99.88% and therefore I cannot move them to the next step as I have it under "Pauses Sequence". All tasks are completed and have b read more
0 upvote
1 Reply
Community Manager
May 23, 2024 03:20
Hi @CarlosSal07 , Thank you for reaching out to the Community! I'd like to ask clarifying questions to make sure we understand what's happening:...read more
DBurdin on May 22, 2024
Does anyone know if there is a way to link/group products together in the quoting module? Example: Select one product which needs two other parts to be sold with it, can hubspot select all three without me manually doing it?
0 upvote
2 Replies
Contributor
May 28, 2024 06:14
Hi @DBurdin , I think you should be able to achieve this with Line Pilot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/li...read more
Solved
RevOpsEli on May 21, 2024
I am having quite a few problems gaining visibility into the conversion from one Stage to another of Leads in the Prospecting module. Just as we have visibility in reports of the funnel or conversion % in the Lifecycle Stages and the stages of t read more
1 upvote
2 Replies
Accepted solution
Guide | Elite Partner
May 21, 2024 08:11
Hey @RevOpsEli - I'd recommend either building out a dataset or using formula fields in a custom report, both with Leads as the primary data source...read more
jmkco on May 09, 2024
I'm trying to add a custom URL to my meetings and continue to get an error message: Another meetings user is using this URL. Please choose another URL. This is happening for many different URLs where I am 100% certain we have never used that s read more
0 upvote
2 Replies
Participant
May 15, 2024 11:56
Hey @PamCotton , thanks for the reply! Unfortunately, that didn't resolve the issue. Reaching out to Hubspot Technical support now.
jasminss on May 02, 2024
Running into a bit of an issue with imports, I want to avoid changing the import process if possible and manage through HS. Background: - Import file contains both new and updated deals in the one sheet as this is how it's supplied from the 3rd read more
0 upvote
2 Replies
Participant
May 06, 2024 00:21
How are you currently differentiating between new and updated deals in the import process? There is a unique ID in the file - if that unique ID...read more
Solved
PJMcD on May 02, 2024
Looking to create a "Stay-in-touch frequency" functionality that works like this from Nimble CRM - https://youtu.be/9TguEXmfgIU?si=2MAygZj3jLQJXRv1 Any suggestions? I know there are a bunch of existing properties that I can use to build a cal read more
0 upvote
1 Reply
Accepted solution
Community Manager
May 03, 2024 04:59
Hi @PJMcD , Thanks for reaching out to the Community! We may not have a specific "stay in touch" property, but we do maintain a recor...read more
Solved
JSamuel85 on May 02, 2024
Hi, I have a Professional account and have both content prompts and customer analysis enabled in AI Assistants. I want to use AI in reporting but don't seem to have the AI option when I create a new report, can anyone advise where this would be? read more
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 02, 2024 09:30
Hi @JSamuel85 , Edit: Updated my post with instructions for how to find the beta. As far as I know, this was announced but has not rolle...read more
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