I am continually getting an error when trying to set up the prospecting agent to analyse my company website in the 'selling information' section. The error states: Failed to infer selling information from url. Check the url and try again. Beitrag ansehen

Today the METRICS banner in Deals Pipeline is very useful to see genral info about this view. The problem is that it is very basic with its deisn. My idea is to let the Admin to this it as he needs and to let it be used as the main TOOLBOX to con Beitrag ansehen

We have a variety of deal types that I am trying to handle but what stumps me are shorter deals that we expect to renew. If we have a 3 or 6 month deal that we expect to renew I am unsure of the best approach to take. I have setup some dummy entrie Beitrag ansehen

I am trying to define the best way to manage these two use cases. 1. The majority of leads received right now have to be entered manually. They are all referrals either from vendors, other contractors or existing customers. I am not able to ed Beitrag ansehen

It would be very helpful if you could add the option to open a Playbook of choice to the Quick Actions card.

Hi everyone, Do you also have a problem where you can't add transactions to a given record? I keep getting an error: "There was a problem saving your change. Please try again later." Regards

I have two values in my database: a Product Expiration Date and a Renewal Notice. One is the lead time required to initiate a new contract before the existing contract expires. For example, with an expiration date of 12/1/25 and a renewal notice of Beitrag ansehen

It would be nice for the tasks created via the Gmail Sales Extension tool to add a little bit more context, like the contact the task is associated with and maybe even the email subject line or a link to the associated email. Also, lately, tasks are Beitrag ansehen

Internal Email Notification Workflow Failing for One Recipient Hi everyone, We have a workflow that sends an internal email notification whenever a contact submits a form. The action includes three recipients : myself, our sales rep, and our Beitrag ansehen

It would be great if we could have some flexibility over what property these calculations were on, since we don't use $, we track by acres. The preview card of the right-hand sidebar is customizable. It would be nice if we could have this uniform Beitrag ansehen

I created a Deal and then drew up and sent a quotation. The quotation is accepted by electronic signature. Now I want the accepted quotation to be displayed on the Ticket page . It would be useful if the URL were added there that goes directly to t Beitrag ansehen

Hi everyone, I want to send calendar invites to unpaid users when a meeting is created through the calendar pop-up CTA after a customer books a meeting. Is there a way to enable this or configure it in HubSpot? We can send the email through workf Beitrag ansehen