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jaybaum le Février 23, 2024
Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record. Our deals are going to be created via integration from an ERP. We're just trying to find Lire la suite
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NQayyum le Février 23, 2024
Hi I want to know if we can create/customize our company Type fields like prospect, partner, vendor . Because I want to create an option of customer in company type. Please note that I am using free crm tool.
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Au panthéon de la communauté | Partenaire solutions
Février 23, 2024 08:42
Hi @NQayyum , You can find step by step instructions here: https://knowledge.hubspot.com/properties/create-and-edit-properties If you'...Lire la suite
LMParker le Février 21, 2024
In New Zealand and Australia, we operate under GST (Goods and Services Tax) regulations. In Australia specifically, it's a legal requirement to explicitly mention GST on a quote. However, when dealing with multi-year deals, there's a unique cons Lire la suite
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Gestionnaire de communauté
Février 21, 2024 04:34
Hi @LMParker , Thank you for your valuable suggestion! I have observed a similar concept already under discussion in our Ideas Forum: Tax...Lire la suite
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AntR13 le Février 17, 2024
Is there a way to enter a value manually on the line entries for items. In particular, on the picture below, I want Colour and Size to be free text. Thanks
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Contributeur
Février 19, 2024 05:47
Unfortunately you can't customise the Create a line item form currently. You can archive any custom properties that have been created in the int...Lire la suite
Justin_Graci le Février 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 Lire la suite
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dlaguna-AbH le Février 15, 2024
We need to make an automatic deals rotation taking into account the time of creation of the business. That is, business between 8AM and 2PM to one person and business between 2PM and 10PM to another person and finally from 10PM to 6AM to another per Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 15, 2024 07:26
Hi @dlaguna-AbH , The solution to this is surprisingly simple: You would simply use two workflows and specify in the workflow settings what th...Lire la suite
Allis le Février 15, 2024
Hello, we have added contact information and companies to HubSpot. Every time we receive a new email, the email address is always automatically saved to our contacts, even though we don't want them to be saved to our list. How can I remove this?
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Leader d'opinion | Partenaire solutions Gold
Février 15, 2024 06:33
Hey @Allis if you are using an email from the Inbox the default use is to create a contact (no turning off here) If you are using the sales ...Lire la suite
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LH3 le Février 15, 2024
Hi! How do you track LinkedIn activities (e.g., direct messages, connection requests sent and accepted)? I cannot choose LinkedIn activities from our list of activities in HS. Also, can you track only Inmails or also non-Inmails? Thanks!
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Au panthéon de la communauté | Partenaire solutions
Février 15, 2024 04:25
Hi @LH3 , There aren't any options at the moment beyond logging a note instead - which is not ideal. However, the product team is open t...Lire la suite
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AKara le Février 15, 2024
We have an issue with our customers wanting separate quotes. One for licenses and one for services, this makes the line items dissappear for each quote that we do. This affects us as we use the values under the product line items to calculate th Lire la suite
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Membre irremplaçable | Partenaire solutions Elite
Février 19, 2024 09:29
Thanks for the tag @PamCotton . I would hav shared the same advice for @AKara - customizing a quote template is likely the route here. That might ...Lire la suite
MDubuc le Février 15, 2024
Hi Hupspotters! We are starting to use hubspot for Quotes, hence our product "line items" from the catalog are used within the quotes. I can not find a way to have the product name and description in multiple languages ? is the only way to do that Lire la suite
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Participant
Février 15, 2024 20:23
Hey @MDubuc , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over conten...Lire la suite
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Michelle_Krick le Février 14, 2024
Guten Morgen zusammen, gibt es eine Integration, mit der man Angebote direkt in Hubspot unterzeichnen und den Verifizierungsprozess per Mail überspringen kann? Wir müssen unseren Sales die Möglichkeit geben, den Auftrag direkt vor Ort beim Kund Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Février 14, 2024 02:54
Hallo @Michelle_Krick , Angebote können manuell als unterzeichnet markiert werden oder sie können den Standardprozess mit der digitalen Unters...Lire la suite
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JHinckley le Février 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. Lire la suite
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Membre irremplaçable | Partenaire solutions Diamond
Février 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...Lire la suite
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