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 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 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, 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

How can we set the maximum number of meetings that clients can book on the same day, with a maximum of 4 meetings?

hi, good day we found an error in Prospection tool. see image attached, yellow square thnak you

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

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

Are email phone text and a part of your sequences?

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?

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.

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