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 read more
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.
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 read more
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 read more
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 read more
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?
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!
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 read more
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 read more
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 read more
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. read more