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Solved
MMartin71 on January 14, 2025
I changed the fields in "product type" property. I fogot to change the internal name to match so now i'm having two issues: 1. this property is now used in deals so I can't change the internal name and I need to. Any work arounds? 2. This field is read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
January 14, 2025 15:08
Hi @MMartin71 , Once created, the internal name cannot be edited. For your second question, check out this resource: https://developers...read more
Solved
TSoule on January 07, 2025
I couldn't see a specific place for feature requests, if there is one I'll repost there if I'm shown the way. Thanks I've been using sales hub for some months and I have to say it's still really frustrating that some entries I change require a m read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
January 07, 2025 19:50
Hi @TSoule , I completely understand your frustration - this is a great idea. To request features, you can post in the Ideas discussion here (I re...read more
Solved
Saassolution on December 17, 2024
Hello Community members, I have a question regarding the HubSpot sequence: I created a sequence in HubSpot now I want to automate the LinkedIn connection and Inmail action how can I automate this in HubSpot i thought it was possible but I read more
0 upvote
4 Replies
Accepted solution
Key Advisor | Diamond Partner
December 17, 2024 06:03
Hi @Saassolution , I'm not entirely sure, but you can explore tools like Expandi, Dux-Soup etc.. which are often used to automate LinkedIn ...read more
SM20 on December 16, 2024
Hello, Sales Pro hub here. I have the standard permission for salses set in the following way: Despite this, a member of the sales team managed to create a deal under a record he did not own. I want to prevent this from happening: is there a read more
0 upvote
4 Replies
Member
December 23, 2024 03:24
Hey @TomM2 yes, apparently they can. There is no other way the sales rep could have created a Deal under a non-owned account
Solved
Sellific on December 16, 2024
Hi HubSpot Community, I’m looking for a way to set up fallback text for personalization tokens in HubSpot emails. For example, if the First Name property is blank, I’d like to display a default value like “there” or “Valued Customer” instead. read more
0 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 16, 2024 07:53
Hey @Sellific you just need to set a default value for your personalization tokens and this will be used as the fallback value!
Solved
KlemenHrovat on December 06, 2024
Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta read more
Accepted solution
Hall of Famer | Partner
December 06, 2024 03:30
Hi @KlemenHrovat , Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time...read more
Solved
DSantin1 on November 24, 2024
Hi, Can anyone advise how to create new pipelines in the prospecting tool? Thank you. Daniel
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 24, 2024 12:01
Hi @DSantin1 , You can find instructions here: https://knowledge.hubspot.com/prospecting/set-up-leads#create-lead-pipelines-beta You m...read more
Solved
DSantin1 on November 23, 2024
Hi all. I am an business development agency. My main function is finding business that wants to work with the companies I represent. I have 11 companies that I represent. Any business that I find that might be I interested in 1 or the 11 read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 24, 2024 01:51
Hi @DSantin1 , I would recommend setting up separate pipelines for ach of those 11 companies: https://knowledge.hubspot.com/prospecting/set-u...read more
Solved
ISmolin on November 18, 2024
Good day, colleagues, We recently revealed the Prospecting tool and would like to use it. We want all inbound and outbound leads to monitor it and track the progress. The process with Outbound leads is straightforward. AEs create leads there read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 18, 2024 04:55
Hi @ISmolin , It could indeed be as simple as creating a custom "Inbound / outbound" lead property, using the existing "Lead type" property or...read more
DCrinnion1 on November 05, 2024
Hi All, Having an issue with the About this Contact card on the Prospecting Workspace. Its showing a bunch of random fields that isn't even on a view anywhere else on our platform let alone our Default card. Does anyone know how to directly chan read more
0 upvote
3 Replies
Community Manager
November 12, 2024 20:13
Thanks for the screenshots @DCrinnion1 ! It looks like you still have an "Actions" menu on the top right corner of the About this contact section. C...read more
Solved
Caseyhg on October 31, 2024
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 15:55
Hi @Caseyhg , Two properties would indeed be helpful - so you can create a third property (calculation for the spread). Deal amount (defau...read more
ThomasGuns on October 29, 2024
We have an issue that a lead is created based on the lifecycle stage: sales qualified lead. I can see the Lead under associations in the right side column. The lead also has a known contact owner. But when I check the prospecting tool the lead is no read more
0 upvote
2 Replies
Participant
October 29, 2024 11:12
Yes, it’s on. I see that the lead owner field is empty. So I copied this property to a contact property and checked it with the contact owner property...read more
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