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CarlosFdez on November 30, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 30, 2023 16:39
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: more
BRoiall on November 29, 2023
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?
0 upvote
4 Replies
November 29, 2023 18:25
good idea. done.
CDM22 on November 28, 2023
I can't install the HubSpot Sales for Outlook for Mac... I have been trying to download it from here: read more
0 upvote
4 Replies
November 29, 2023 04:53
Right, right. Makes sense but it's unfortunate... thank you very much for your help!
AndrijaIgic on November 28, 2023
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
0 upvote
2 Replies
November 28, 2023 05:32
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 more
Hall of Famer | Partner
November 28, 2023 00:37
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 more
MSmith314 on November 24, 2023
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
0 upvote
9 Replies
Hall of Famer | Partner
November 24, 2023 10:40
Hi @MSmith314 , Similar sized can still mean they're a few inches difference in screen size. Also, they might've chosen different display more
WNAmiqus on November 23, 2023
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
0 upvote
11 Replies
Participant | Elite Partner
November 27, 2023 09:06
Creative work-around! I will do that and then eagerly wait for HubSpot to fix a smoother interface for this.
JMcClarey on November 22, 2023
Why is the meta tag changing on my browser tab when live chat is activated?
0 upvote
7 Replies
Accepted Solution
Key Advisor | Partner
November 22, 2023 11:47
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 more
JElgula on November 22, 2023
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
0 upvote
2 Replies
Accepted Solution
November 24, 2023 06:24
I found out that there is a "Call Ended" trigger that can be used for just that case, but I appreciate your input! Thank you!
FVandeven3 on November 21, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 21, 2023 05:19
Hi @FVandeven3 , HubSpot doesn't have default map functionalities but there are integration partners which offer map services: GeoMapper: more
BeancavNiekerk on November 21, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 21, 2023 01:48
Hi @BeancavNiekerk , Other users have requested this before here: more
MShah28 on November 20, 2023
Hello , I want to create a new Deal form with my own design through the custom code in hubspot. So, How can i do this ?
0 upvote
2 Replies
November 20, 2023 05:43
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 more
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