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Solved
jaybaum on February 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 read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
February 23, 2024 12:25
Hi @jaybaum if a user has no permissions to edit they won't be able to create deals. Make sure the Edit is set to NONE under permissions.
NQayyum on February 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.
0 upvote
1 Reply
Hall of Famer | Partner
February 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'...read more
LMParker on February 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 read more
1 upvote
1 Reply
Community Manager
February 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...read more
Solved
AntR13 on February 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
0 upvote
5 Replies
Accepted Solution
Contributor
February 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...read more
Justin_Graci on February 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 read more
4 upvotes
0 Reply
Solved
dlaguna-AbH on February 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 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...read more
Allis on February 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?
1 upvote
2 Replies
Thought Leader | Gold Partner
February 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 ...read more
Solved
LH3 on February 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!
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 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...read more
Solved
AKara on February 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 read more
0 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 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 ...read more
MDubuc on February 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 read more
1 upvote
2 Replies
Participant
February 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...read more
Solved
Michelle_Krick on February 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 14, 2024 02:54
Hallo @Michelle_Krick , Angebote können manuell als unterzeichnet markiert werden oder sie können den Standardprozess mit der digitalen Unters...read more
Solved
JHinckley on February 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. read more
1 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
February 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...read more
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