I consider it very important that the Sales Goals Menu is exclusive for each General Manager of each branch and equally that each salesperson has access to their sales quota. Today I see that both the manager and the salesperson have access to a read more
Hi @CarlosFdez ,
In the permissions of each user and in permission sets, you can specify what a sales rep or a manager should be able to see: ...read more
Previously you could select a time in calendar when creating a meeting to send to someone & then choose whether it was 15 min, 30, 45, an hour etc but now I have to type in the finish time. Anyone else got the same issue?
I can't install the HubSpot Sales for Outlook for Mac... I have been trying to download it from here: https://pages.store.office.com/en-US/outlookaddininstallpage.aspx?assetid=WA104381257&sitoken=8eee83b4-ea14-41a8-bb72-49bf63a3aed7&co read more
Hi Hub Community, I would need help with the following, any tips welcomed : When the sequence is sent, and the lead clicks on something in email (click rate that HS tracks) or replies to it (also can be seen in sequence stats) - is there an read more
Thank you Karsten, I will try to get the best out of our current package and deversify procedures in order to accomplish that. Your insight s...read more
Hi @jdacn ,
This is currently not possible, no. If a time shows as available in your meeting link and someone books it, by default it's confir...read more
Hi - I am hoping someone can help. Two of my sales team have a real problem seeing their deals within the columns shown, with the amount of deals visible as low as 1 or 2. This is due to the size of the pane/column not being deep enough to show read more
Hi @MSmith314 ,
Similar sized can still mean they're a few inches difference in screen size. Also, they might've chosen different display size...read more
Hey, Trying to find a way to delete a lead record associated to a contact record that I do not own. In this case the owners on the contact records (and lead records) do not have a Sales Professional Seat so I cannot delete the leads fr read more
Hey @JMcClarey I'm not a fan of this either tbh. But it's pretty much standard proceedure for live chat bots. It means the tab opened displays the ...read more
Hi, I'm having trouble creating a workflow where the Slack notification is sent to a Rep, after the call is done. Right now I have one set up that triggers after 15 minutes the call has been started but because the idea is to send a reminder for read more
Hi There, I have several 1000 prospects in my Hubspot contact lists. Is there a google maps integration possible that shows me a selection of companies (in a list) on a map. For example: create a list with al prospects in a specific region and read more
Hi @FVandeven3 ,
HubSpot doesn't have default map functionalities but there are integration partners which offer map services:
GeoMapper: M...read more
HubSpot needs the ability to duplicate/clone a deal - specifically, if you have a retention client and you want to create a 12-month count deal. Currently, you have to create 12 net new deals and populate most of the properties. It would be great if read more
Hi @BeancavNiekerk ,
Other users have requested this before here: https://community.hubspot.com/t5/HubSpot-Ideas/How-do-you-duplicate-a-Deal/...read more
Thank you @karstenkoehler for your help. So I want to create the deal form as per my own terms like I have some requirement that include in deal li...read more