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Kaluginbill on May 29, 2024
I cannot get the "Forecasted Revenue" Goal feature to work - every time I click "create goal" and then choose this option, it just gives me the spinning blue circle of death: I tried logging out, clearing my cache and cookies and it still w read more
0 upvote
2 Replies
Participant
May 30, 2024 14:06
I updated Chrome, cleared my cache and browser history, and tried in incognito. The Revenue goal works, but the Forecasted Revenue does not work. ...read more
Solved
mattbaranello on May 28, 2024
Is anyone else annoyed by the fact that activities don't seem to associate to a specific lead you are working? For example, I only want to see the context of what's happening in the contact record preview that has to do with the lead I am assigned. read more
1 upvote
6 Replies
Accepted Solution
Most Valuable Member | Elite Partner
May 29, 2024 08:54
@mattbaranello agree that filtering your contact record is the best way to limit the activity to the items you created only - your filters will be ...read more
Solved
YoelBA-GDS on May 06, 2024
I'm a bit perplexed by the way the Prospecting Workspace responds to the disqualification of a Lead. The Lead is in the Connected stage and the agent has determined that they are not qualified or relevant. When they go to change the Lead Statu read more
1 upvote
4 Replies
Accepted Solution
Top Contributor
May 06, 2024 16:12
Makes sense. It appears to follow what my explorations have discovered! Many thanks.
Solved
MattyB24 on April 18, 2024
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 18, 2024 17:27
Hi @MattyB24 I'm not able to view the google doc you linked - and I'm not sure if you want to recreate the google doc info in HubSpot or surface it...read more
Solved
BRoiall on April 10, 2024
It'd be useful to have in the lead prospecting space, the ability to add a column for original source of lead or drilldown. Also would be useful to have that on the lead contact when reviewing the contact without having to go into the contact reco read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 11, 2024 00:13
Hi @BRoiall , This is unfortunately not possible at this stage. You can however request this here: https://community.hubspot.com/t5/HubSpot-I...read more
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
Top 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 | Elite 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
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