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AKapp on April 25, 2024
Adding the buyer VAT number is crucial for organizations operating in the EU as it is a formal requirement in B2B transactions so that VAT doesn't need to be listed on the invoice. As the invoice template can't currently be customized beyond wha Beitrag ansehen
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0 Antwort
Gelöst
KvanDam on April 24, 2024
Hi Community, I have a question regarding the sync between my teams agenda and the hubspot meeting link. If i have an event the entire day, i'll put this in my Teams agenda, but this doesn't sync properly to the hubspot link where people can bo Beitrag ansehen
0 Likes
4 Antworten
Accepted Solution
Berühmtheit | Partner
April 24, 2024 07:13
Hi @KvanDam , Outlook events can be set to available or busy. For full-day events, the default is often set to available. Can you double check...Beitrag ansehen
superdan on April 22, 2024
I'm trying to set up my scheduling link so that the available slots are based on two different google accounts - each with their own calendar. I am not looking for round robin or group scheduling. This is for a single user, and meetings Beitrag ansehen
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2 Antworten
Mitglied
April 22, 2024 18:47
Thanks Frank, I get it that a group meeting could be used here, but that means I need to create a hubspot user for each calendar account, and th...Beitrag ansehen
Gelöst
EKöllő on April 22, 2024
Hello guys, I have some issues with the sales plugin in outlook. Experienced issues: - when I select a signature, it doesn't overwrite the original one but adds it as a second one - when I start writing a reply message, no matter where I want to Beitrag ansehen
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3 Antworten
Accepted Solution
Trendsetter/-in | Diamond Partner
April 23, 2024 06:16
Hi @EKöllő , The New Outlook is not supported, and will not be at this time. For integration with HubSpot, you should use the Office 365 Ad...Beitrag ansehen
MStach on April 19, 2024
Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on Beitrag ansehen
0 Likes
3 Antworten
Teilnehmer/-in
April 23, 2024 16:20
Hey @MStach if you are reffering to clone/copy tag as you need it for a deal (same) deal, take a look at CloneNer , that app do preserve all the i...Beitrag ansehen
EliVeridas on April 19, 2024
Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up when a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn' Beitrag ansehen
1 Likes
4 Antworten
Vordenker/-in | Platinum Partner
April 22, 2024 06:21
Hey @EliVeridas can you check that you are using just one property? sometimes teams create duplicate properties and they put as mandatory one ...Beitrag ansehen
LVarley on April 19, 2024
Hi, is there a way I can add a custom activity? There are the standard ones like call, LinkedIn message etc, but I would like to add a couple more for reporting. Such as, 'connected back' on LinkedIn. TIA!
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
April 19, 2024 12:15
Hey @LVarley so for the moment its not possible to create a custom activity. You can use a custom property that you can use in reports. Or y...Beitrag ansehen
Gelöst
MattyB24 on April 18, 2024
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ Beitrag ansehen
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3 Antworten
Accepted Solution
Koryphäe | Elite Partner
April 18, 2024 17:27
Hi @MattyB24 I'm not able to view the google doc you linked - and I'm not sure if you want to recreate the google doc info in HubSpot or surface it...Beitrag ansehen
Gelöst
DBusch on April 18, 2024
Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Berühmtheit | Partner
April 18, 2024 05:43
@DBusch this is what I'd do: This still leaves a small gap when an association label is removed from a contact - in that case, the ...Beitrag ansehen
Gelöst
AQuinn19 on April 17, 2024
Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Berühmtheit | Partner
April 17, 2024 08:55
@AQuinn19 that won't work, I'm afraid. There isn't any way to reference an open from an email in a specific email, at least none that I'm aware of....Beitrag ansehen
PSingh842 on April 16, 2024
Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF
1 Likes
4 Antworten
Teilnehmer/-in
April 23, 2024 19:01
Hi @PSingh842 , Nice to meet you! If you're still stuck with HubSpot's quoting tool, I might be able to help. We have an quote automation ap...Beitrag ansehen
jayfeitlinger on April 12, 2024
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi Beitrag ansehen
1 Likes
2 Antworten
Koryphäe | Elite Partner
April 15, 2024 07:41
@BérangèreL @jayfeitlinger I think it would be nice to have meeting templates that could be configured in the account and make it easier to creat...Beitrag ansehen
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