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04509 on June 20, 2024
Good Day, I wanted to reach out and ask, why am I not getting notifications of tasks that I assign myself? I do get reminders, however if I don't get a reminder, I don't get notified that the task I assigned myself has been assigned.
1 upvote
1 Reply
Top Contributor
June 21, 2024 02:44
Hey @04509 To ensure you are receiving notifications for tasks you assign to yourself, follow these steps: Click the settings icon in the main ...read more
Solved
TuckyW on June 20, 2024
Score Property Field: I have a question about association labels and the score values property type. Is there a way to identify contacts based on the association label? One of the criteria we need is adding a score to the Decision Maker (co read more
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
June 20, 2024 12:19
Hey @TuckyW so if you are using a custom property for score you can increase or decrease the value of that custom property with a Workflow (...read more
Solved
DKahlon on June 17, 2024
Question, Is there a way to import line items when we don’t have unit price but only net prices? I’ve experimented with formulas in spreadsheets, but I’m looking for a more efficient solution within HubSpot without modifying the spreadsheet. Any in read more
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 18, 2024 02:22
Hi @DKahlon , When you import line items, the following are required and there isn't any way to work around that: Name , Quantity , ...read more
Solved
CFell on June 17, 2024
I don't believe its possible to offer a prospect options in the quotes tool. For example, selecting between product A + B, or A+ C, (total value would be different depending on the option selected.) Another use case would be if you buy product read more
1 upvote
2 Replies
Accepted solution
Community Manager
June 18, 2024 13:46
Hey @CFell , thank you for posting in our Community! As a workaround, Create a detailed quote that lists the primary product (Product A) alo...read more
BEcclefield on June 17, 2024
Hi everyone, I have a seemingly simple need that is causing havoc with my partner training and the finalization of our hubspot build. When creating line items, HubSpot allows you to have a "price" and a "quantity" to multiply horizontally. read more
0 upvote
4 Replies
Most Valuable Member | Elite Partner
June 20, 2024 12:09
@BEcclefield happy to help - and also, agreed. I didn't figure it would act as you need it to, connecting to the "price math." Hopefully the idea h...read more
Solved
AWolff on June 13, 2024
I have a manager that wants to be copied on all meetings scheduled through the meeting scheduler on our site but not limit available meeting times to the managers calendar availability. Is it possible to disable availability check for a single t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 14, 2024 00:22
Hi @AWolff , Have you considered creating a contact record for your manager and simply adding them as a contact to each meeting? That way HubS...read more
Solved
PlanetPluto on June 12, 2024
I have Sales Hub Starter with limited pipeline automation. I can have auto task generation when moving stages but I was under the impression that I could also create a note. I can't see that. Was I misinformed? Thanks Jeff
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
June 13, 2024 07:53
Hey @PlanetPluto you can create a Task with a Note but not just a note. Notes are only created manually, imported or by API. Hope th...read more
Solved
KGatto on June 12, 2024
Our marketing team sent our first email through Hubpost. We want the sales team to be able to see who's opening/clicking the email that was sent out, we thought it would populate in their feed under the prospecting workspace but as of right now not read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 12, 2024 23:41
Hi @KGatto , This is currently not possible. Marketing emails are not considered activities which is why they don't show up along with the res...read more
Solved
Fizard on June 12, 2024
Hi team, I'm having problems syncing activities from contacts with associated deals. You can see here my contacts last activity: The contact is directly associated to that deal (no other deals are associated with that contact). However, th read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
June 12, 2024 08:14
@Fizard so you created a new deal and wanted the contact activity to carry over? Yes, in that case you would have to make sure that box is checked....read more
DMcLaren4 on June 11, 2024
Hello, We are making a quote using a quote template however we want to be able to adjust the header image. We aren't trained in how to adjust it using code so I am wondering what alternative we have?
0 upvote
3 Replies
Contributor
June 11, 2024 08:01
I have DMd you but also linked this video as it might allow you to achieve what you need without any further customisation. Many thanks, ...read more
LWilkinson0 on June 06, 2024
Hi, I'm New to Hubspot and looking for help on checking the template_data.quote.associated_objects.company.country so i change change the wording depending on the country. ie IF company.country = Scotland have the wording "a company registered in Sc read more
0 upvote
1 Reply
Participant
June 06, 2024 18:39
Do you want to segment the people you want to send your email template to? Or you are looking at sending emails to those conditions created by you? ...read more
TMendl on June 06, 2024
Curious to know if anyone has found otherwise while on the Require Approvals for Deals Beta... Looks like the "Latest Approval Status" field is not automatically updating when deals are in the Pending Approval stage, so I am not able to filter f read more
0 upvote
2 Replies
Most Valuable Member | Elite Partner
June 11, 2024 08:24
Thanks for thinking of me @PamCotton - but I have not used this new feature yet, Sorry @TMendl I have no advice to share other than calling into ...read more
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