Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn 続きを読む
@AQuinn19 that won't work, I'm afraid. There isn't any way to reference an open from an email in a specific email, at least none that I'm aware of....続きを読む
Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi 続きを読む
@BérangèreL @jayfeitlinger I think it would be nice to have meeting templates that could be configured in the account and make it easier to creat...続きを読む
With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the 続きを読む
Hello, Was there a recent update that causes Close Dates to be automatically removed when the HubSpot Deal Stages are updated? My team started to experience this issue last week. Specifically when Deals are updated to the 'Qualified' stage, 続きを読む
Hi I have set up a Zoom Booking feature with Hubspot. The initial booking is fine, but when I click on the link to reschedule an appointment it will let me select a new date and time but then the contact form is unfillable, so the changes then can't 続きを読む
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 続きを読む
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim 続きを読む
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...続きを読む
Hello, I have the hubspot free account and would like to use the meeting scheduler. However, the software is not letting me set it up. My calendar is linked and is syncing. But the "get started" link on the meetings page is not clickable. Can so 続きを読む
I"m having trouble with my email signature. I upload a picture to Hubspot of my company logo, tried it with .png, .jpg, and .jpeg file types and it always comes across in people's emails as a link.
I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used sale 続きを読む
Agree with your points @chadsideris , custom dashboards are also how a lot of our clients are managing sales team engagement, the problem I've notic...続きを読む