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MSGAConsulting on March 12, 2024
I'm finishing buildout of our internal "workflows" into our HubSpot Sales account. One item that keeps coming up is issues with differences in the "Schedule a Meeting" button within a contact, and the Meetings Tool where you build meeting templates. read more
1 upvote
2 Replies
Participant
March 12, 2024 07:25
That's part of my issue. Using a Meeting Link during a workflow whereby an SDR is dialing and primarily working out of the Contact View, without any ...read more
Solved
Sebastian_ on March 11, 2024
Hi community, We are currently implementing HubSpot's quotation and eSign function. So far we have been using Google Docs and Dropbox Sign for our quotes and contracts. We have everything set up so far. Now we are facing the challenge that t read more
0 upvote
6 Replies
Accepted Solution
Contributor
March 12, 2024 16:51
Hi Sebastian, My pleasure! I am not familar with German law requirements, so I don't have any advice there. A half-baked idea that came to mind ...read more
JDuchaine on February 27, 2024
Hi there! I call clients from their records, and I have three issues; 1. Their is no way to change the default output so that it chooses my headphones automatically. 2. When changing the ouput device, my headset appears twice, I need to cho read more
1 upvote
1 Reply
Community Manager
February 28, 2024 05:45
Hi @JDuchaine , Thank you for your valuable feedback! This means a lot to us. First, for information, I'd like to share this article " Microphon...read more
Justin_Graci on February 15, 2024
On Feb 27, HubSpot and elite solutions partner, New Breed, are hosting a sales-focused event for revenue leaders and sales professionals. During this event , you'll learn about: The optimal process that can increase sales effici read more
4 upvotes
0 Reply
Solved
JHinckley on February 13, 2024
I understand that you can create "Group" meeting schedulers, and that is good. However, there are members of my team that are not part of the SalesHub that I often want to include on various "meetings" that I schedule with clients and prospects. read more
1 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
February 13, 2024 16:41
Hi @JHinckley , this is a really great idea and with the suggested times feature being new, I think it would be really helpful feedback for the prod...read more
Solved
JPickham on February 09, 2024
Hi, I am keen to get some input on some automations we are trying to get up for our deal pipeline as well as deal stage being used to update lead and lifecycle status. We recently set up some deal automations but seem to have some issues with deal read more
0 upvote
10 Replies
Accepted Solution
Hall of Famer | Partner
February 21, 2024 00:32
@JPickham this looks it's set up to achieve what you described initially. If you want it to trigger correctly, this would indeed have to fire when ...read more
GlennMillerLupo on February 07, 2024
HI Team, Pointing out an interesting use case and potential glitch after selecting qualified stage, the create deal pop-up arrives, and if you cancel the pop-up and do not create a deal, the prospect nevertheless disappears from the prospectin read more
2 upvotes
3 Replies
Contributor | Platinum Partner
February 08, 2024 16:59
Hi @PamCotton , With respect, I dont think you understand the glitch proposed given your reply. I know the solutoin: Firstly be awar...read more
Solved
JCardozo6 on February 05, 2024
Is there a way to delete a lead in prospecting without the person being a super admin. Currently only super admins cant delete a lead that appears in prospecting. the reason we need this is we have hubspot connected to our emails and it pul read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 06, 2024 00:31
Hi @JCardozo6 , To add to @Jnix284 's reply, users with super admin or bulk delete permission can delete a lead, see here: https://kn...read more
SConner11 on February 05, 2024
Our company was very excited about the BETA rollout of the prospecting tool and with it the Lead section. We are frustrated in our inability to use it in the way that we were hoping to. The current limitation, which restricts access and editing priv read more
1 upvote
1 Reply
Community Manager
February 05, 2024 17:13
Hey @SConner11 , thank you for posting in our Community! We genuinely appreciate your enthusiasm for the BETA rollout and your valuable insi...read more
AKoury on February 02, 2024
The in-line editing feature in the new prospecting workspace does not seem to be working for the data field LEAD OWNER. It does work for LAST ACTIVITY and everything else.
0 upvote
1 Reply
Hall of Famer | Partner
February 03, 2024 01:11
Hi @AKoury , You're correct, this is currently not possible. I don't think it's a case of "it's not working" so much as "the functionalities o...read more
BDuijmelinck on February 02, 2024
Hi all, I want to make certain deal properties (about this deal) mandatory before it is possible to add a quote. However, these fields cannot be mandatory when creating the deal since we do not know them yet at that stage. In the ideal situat read more
0 upvote
4 Replies
Hall of Famer | Partner
February 02, 2024 11:01
@BDuijmelinck as I said, this is unfortunately not possible but you can request it, see my previous reply. The required properties per deal s...read more
RHendricks on January 23, 2024
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus read more
Member
January 24, 2024 08:27
Thanks for the reply Jennifer 🎉 I'm quite happy with the stage tracker on the deal object. It's when i'm trying to use the stage tracker t...read more
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