We have over 200 documents hosted in Sales Document, and each document is viewed about 30 times. I'm unable to extract/export the list of emails that viewed individual documents within the UI. Is there a way to extract this using API or some oth read more
Hi @Giovannib and welcome, it's a pleasure to have you here! 🤗 Great question, thanks for asking the HubSpot Community! I have great news fo...read more
hi when creating a new LEAD in workspace, we add through the company. this company has associated contacts, but then once in the workspace , we can't add the contact. Please can you help what is wrong thank you
Hi @EGONZALOPALOM ,
You're right, the dropdown should prepopulate with associated records. Is the user who took this screenshot the owner of t...read more
Hi everyone, we’ve encountered an issue where a new brand could submit our application form and bypass the payment step. Is there a way to ensure that the form cannot be submitted unless the payment has been completed? Ideally, we’d like our team o read more
Hi @TIG_Marcus and welcome, it's a pleasure to have you here! 🤗 Thanks for asking the HubSpot Community! For information, here is an article...read more
hi, we try to add the playbook to a scheduled or already logged meeting but it doesn't offer the option. this is important for us, as we pretend to create the meeting report from a schedule meeting, and do not log a new meeting i remember having d read more
Hi @EGONZALOPALOM
this could be cache related specially if you have been switching the portal between spanish and english.
Can you try clear t...read more
Hello! We have started using Teams webinars (Not regular Teams meetings as webinar) but are encountering an issue with permissions, and I am an admin everywhere, yet I can't see where in the process I'm missing a permission. Does anyone have a read more
Hey @LBKoch , thank you for posting in our Community!
It seems like the issue might stem from the integration or permissions setup between M...read more
Hello Community, Here is the task: I want to assign a company's partner who is responsible for a deal. A deal owner will be my partner manager, but physically a partner works with a customer. I want to display in the deal record whic read more
Hi @AZlotko ,
HubSpot does not have lookup fields – if you want a field with a selection, you would have to maintain this manually at this poi...read more
How can i add my team member and then check availability for example add all the member but having check avaliability like who is online in spesific hours?
@FAndreas that would be a round robin link and requires a paid seat for all involved: https://knowledge.hubspot.com/meetings-tool/understand-group...read more
Good Day, I wanted to reach out and ask, why am I not getting notifications of tasks that I assign myself? I do get reminders, however if I don't get a reminder, I don't get notified that the task I assigned myself has been assigned.
Hey @04509 To ensure you are receiving notifications for tasks you assign to yourself, follow these steps: Click the settings icon in the main ...read more
I have Sales Hub Starter with limited pipeline automation. I can have auto task generation when moving stages but I was under the impression that I could also create a note. I can't see that. Was I misinformed? Thanks Jeff