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Solved
JMorgenstein on February 08, 2023
Allow the customization of which deal stages are shown on the Deal board separate from the filtering capability. For example, allow showing/hiding of the WON stage if all you want to show is the Deals that are in the other stages.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 08, 2023 13:12
Hi @JMorgenstein , Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Edit-what-stages-are-visible-in-dea...read more
DKo3 on February 08, 2023
I'm wondering if anyone has ever created or seen a view/report that provides a forecast based on products (line-item level). The current Deal Pipeline view provides good high-level information about Sales Potential and Stages, but I am looking t read more
0 upvote
0 Reply
RebeccaShultz on February 08, 2023
Is there a way to automate meeting reminders for meetings that are booked inside the contact record?
0 upvote
1 Reply
February 08, 2023 11:05
Hi @RebeccaShultz Are you talking about reminders to external participants? This can be setup when creating the meeting link / scheduling ...read more
franksteiner79 on February 08, 2023
Time for me to post an actual question in the community instead of answering questions. 😉 I've started playing around with the quotes tool and it all makes sense - edit the template, select the building blocks, what to display. What I am mi read more
2 upvotes
0 Reply
JLeskinen3 on February 08, 2023
Something changed in last autumn 2022 that all of sudden all my calendar markings started to show in Hubspot report as sales meetings. Before that (I don't know what date) only my Hubspot contact meetings where reported in Hubspot. And this is h read more
0 upvote
1 Reply
Community Manager
February 08, 2023 10:47
Hi @JLeskinen3 , Thank you for reaching out to the Community! It sounds like you are using the Calendar Sync feature which allows mee...read more
CSic on February 07, 2023
I'm in a workflow that was created in "workflows" and when clicking into an if/then branch to make an edit, I am now receiving the following message: This action can only be edited in workflows. This action is too large to display in workf read more
0 upvote
2 Replies
Hall of Famer | Partner
February 07, 2023 21:40
Hi @CSic , If you're in the workflows tool ( Menu > Automation > Workflows ), then this sounds like a bug and I'd recommend pointing...read more
Annedj on February 06, 2023
Hi Hubspot team 👋 We are on a Marketing Enterprise and Sales professional account and need to embed several Sales Meeting calendars onto our website. Yet this always adds a freemium at the bottom `Create your own meeting booking page` li read more
1 upvote
1 Reply
Thought Leader | Elite Partner
February 06, 2023 06:31
@Annedj (I don't work for HubSpot but have been a user for a long time). If you create the meetings links in a Sales account (a paid sale sseat use...read more
Solved
mzebib68 on February 06, 2023
Hi, I was very happy when I turned on this option on our account because it was something I was waiting for a long time but since, I'm frustrated.... why is this this functionality only manual? In my scenario I want to set as collaborator read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
February 07, 2023 13:50
Thanks for the mention, @PamCotton ! And great question, @mzebib68 ! I'll be honest — I'm not sure there's a way to accomplish what you're as...read more
Solved
RichardOrgan on February 05, 2023
My Sales team are unable to create a meeting with a current contact or prospect through the App on the phone. I believe this would be an essential ingrediant as the App is supposedly designed to enable the Sales team to be more autonemous when out read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 05, 2023 21:24
Hi @RichardOrgan , You're correct, this is currently not possible. Other users have requested this before but as of April 2020 the product tea...read more
Solved
AS11 on February 02, 2023
Hi everyone, Does anyone know if there is any way to apply required stages/properties when deals go backwards in stages? Thank you!
0 upvote
1 Reply
Accepted Solution
February 02, 2023 22:04
Hi @AS11 There isn't. In a way it would prompt for the same fields that are already defined. On a different note, I would strongly advise ...read more
TexasYes on February 01, 2023
Does anyone know if it is possible when building a Quote to have a place for custom language under each product line item that comes from the library? In other words, perhaps the line item is generic and so built in the library (such as "Landing Pag read more
0 upvote
1 Reply
Community Manager
February 02, 2023 10:24
Hi @TexasYes , Thanks for reaching out! I wanted to add some experts to our conversation. Hi @johnelmer , @Josh , @himanshurauthan ...read more
Solved
LLuik on February 01, 2023
Hello everyone! Does anyone know if it is possible when using the meetings feature to only allow people to book meetings if they are using a 'work' email (aka no google, yahoo etc.). Thanks 😉
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 01, 2023 06:06
Hi @LLuik , This is currently not possible but has been requested already by many other users: https://community.hubspot.com/t5/HubSpot-Ideas...read more
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