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lellis on December 12, 2024
Hi, I need help finding out how to change a sales rep's name on an existing quote. I want to do this (a) when reps leave or (b) when traveling, and we must create one when they are in transit. We have been rewriting quotes from scratch, which is a read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
December 12, 2024 03:42
Hi @lellis , If a quote is created from a deal, the deal owner is automatically assigned as the quote owner/sender. Unfortunately, HubSpot c...read more
brandonschaefer on December 09, 2024
Looking for a few suggestions without having to build the API myself. Let me know.
0 upvote
1 Reply
Community Manager
December 09, 2024 17:32
Hey @brandonschaefer , thank you for posting in our Community! Currently, HubSpot does not have a native integration with Bigin by Zoho fo...read more
Solved
Xiawanbai on December 09, 2024
How can I see the company while creating a lead in Prospecting Workspace? In case of contacts that have the same name and surname it is not possible to see which company they are assigned to.
0 upvote
3 Replies
Accepted solution
Key Advisor | Partner
December 09, 2024 08:37
@Xiawanbai Click Contact to create a contact lead, In the dropdown menu, select the contact or company record the lead wil...read more
Solved
KlemenHrovat on December 06, 2024
Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta read more
Accepted solution
Hall of Famer | Partner
December 06, 2024 03:30
Hi @KlemenHrovat , Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time...read more
cvosullivan on December 05, 2024
In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the read more
2 upvotes
2 Replies
Community Manager
December 05, 2024 14:42
Thanks for your insight @Gaurav_Aggarwal and for providing those resources. It sounds like the default settings for the round-robin scheduler don...read more
Solved
Anschmid on December 02, 2024
Hi there We need to have different quotes templates. What I didn't discover so far is, how (as a user) to choose from the different templates, when the user is in the process of creating a quote. The way I did it: deals --> quotes --> add read more
0 upvote
3 Replies
Accepted solution
Community Manager
December 02, 2024 10:01
Hey @franksteiner79 , thank you for helping! Kindly, Pam
Solved
YPerdelwitz on November 30, 2024
Hello, we are using the new prospecting Lead tool. Basis is company (not contact). I am wondering: - where do I find the disqualification reasons - where do I find the Lead disqualification notice - and how can I implement the diqualification r read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 30, 2024 08:38
Hi @YPerdelwitz , The disqualification reason is a lead object property – when creating a custom report in the custom report builder, simply s...read more
Solved
alext87 on November 26, 2024
We want to segment leads based on the type of product we can offer them. Would it be possible to use the lead type property for this? Would we be able to setup reporting showing the amount of leads received per month, by type of lead and per read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 26, 2024 14:20
Hi @alext87 , You can both use the existing property or create a new one - you'll be able to create those reports in both cases as long as you...read more
Solved
DSantin1 on November 24, 2024
Hi, Can anyone advise how to create new pipelines in the prospecting tool? Thank you. Daniel
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 24, 2024 12:01
Hi @DSantin1 , You can find instructions here: https://knowledge.hubspot.com/prospecting/set-up-leads#create-lead-pipelines-beta You m...read more
Solved
DSantin1 on November 23, 2024
Hi all. I am an business development agency. My main function is finding business that wants to work with the companies I represent. I have 11 companies that I represent. Any business that I find that might be I interested in 1 or the 11 read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 24, 2024 01:51
Hi @DSantin1 , I would recommend setting up separate pipelines for ach of those 11 companies: https://knowledge.hubspot.com/prospecting/set-u...read more
Solved
genevagordon on November 21, 2024
Is there any way to pass meeting information to a redirected custom confirmation page? Right now if we have enabled a custom redirect, it just shows this simple confirmation icon for 3s and then redirects to our url with a bunch of tracking paramete read more
0 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
November 22, 2024 05:17
Hey @genevagordon this isn't possible at the moment unfortunately, meetings really doesn't allow any customisation outside of what's available in t...read more
Solved
JPadilla97 on November 21, 2024
Workspaces -> Prospecting -> Your Leads If I change lifestyle stage to lead or lead status to new or open it does not auto populate to "your leads". How do I this from the contact record and quickly?
0 upvote
3 Replies
Accepted solution
Key Advisor
November 21, 2024 13:09
Hi @JPadilla97 No, leads is an additional object to contacts - the various "lead" names and properties floating around HubSpot can be confus...read more
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