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IPaksoy on January 31, 2023
Hi there! While managing the stages after creating the pipeline, some of the internal values are using words and some are numerological. Starting from here, I'm going to ask if there is a way to edit or change the Pipeline Internal Values. If s read more
1 upvote
2 Replies
Thought Leader | Elite Partner
January 31, 2023 06:02
@karstenkoehler for the win. Once a stage (or property) is created the internal value is set, @IPaksoy I'd definitely upvote the idea though. ...read more
Simoneponti89 on January 30, 2023
Hello, I'm trying to find a way to create a family of products that automatically have a discount applied to them. For example, if a customer of mine has purchased product A and I want to cross-sell, a discount is automatically applied to pro read more
0 upvote
1 Reply
Top Contributor | Partner
January 30, 2023 14:02
Hey @Simoneponti89 , are you referring to discounts on line items and quotes?
MIacovazziPau on January 30, 2023
Hello, I would like to be able to take the # of employees from a contact or company property and create a formula to create the amount of a deal automatically. For example, # of employees x $45 x 35%. This is to save time on our sales team read more
0 upvote
1 Reply
Hall of Famer | Partner
January 30, 2023 11:10
Hi @MIacovazziPau , Yes, this can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-propert...read more
MyriJen on January 30, 2023
I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more
0 upvote
1 Reply
Contributor
January 30, 2023 12:14
Hey there, I see there is an idea submitted for this issue here, you can upvote it https://community.hubspot.com/t5/HubSpot-Ideas/Create-Lists-Wor...read more
adamlfoster on January 27, 2023
Is there any way I can automatically delete all call recordings after 72 hours?
0 upvote
1 Reply
Hall of Famer | Partner
January 29, 2023 21:34
Hi @adamlfoster , There currently don't seem to be any out of the box settings for this ( Settings > Calling ) and it's not possible to s...read more
STanveer on January 26, 2023
I need to make the following workflows: 1) When two deals are moved to closed won, the contact lifecycle stage is changed to Evangelist 2) Update Deal Name in the format {Amount} - {Contact First Name} {Contact Last Name} whenever the deal is read more
0 upvote
2 Replies
Member
January 26, 2023 21:05
Thakyou friend, I shall try to implement this
Solved
MCoughlan6 on January 24, 2023
Hi guys, I currently have a workflow setup that is triggered when a deal is closed won. What I'd like to do, is only trigger the workflow if the deal is close won, AND there is a specific line item included in the closed deal. If it helps to exp read more
0 upvote
3 Replies
Accepted Solution
January 24, 2023 06:39
Hi @MCoughlan6 You'd simply add and "AND" rule to the enrolment trigger and make it a line item property. There are a couple of ...read more
CdeKermenguy5 on January 24, 2023
Hello, we tried 3 times to connect whatsapp to Hubspot thanks to the new native integration, but each time, we get this message after completeing all the steps (we well received the 6 digits code through the phone number we linked) Any idea read more
2 upvotes
1 Reply
Thought Leader | Elite Partner
January 24, 2023 05:43
@CdeKermenguy5 I haven't seen this error, but between HubSpot Support and support at WhatsApp, that's where I'd start. It seems that your HubID isn...read more
onvista on January 23, 2023
How to calculate a Deals' monthly and annual recurring revenue based on its associated line items? We are using a workflow to bulk convert custom objects (Subscription objects) into deals. In the process, we assign a line item to each deal bei read more
0 upvote
1 Reply
Community Manager
January 23, 2023 15:35
Hello @onvista , thank you for providing screenshots and extra information! I would like to invite our top experts to this conversation @impulsekri...read more
Solved
PawsTeam on January 23, 2023
Hi there, I am looking to create a report tracking the conversion rate for each of the team, based on the average amount of times contacts are called before they become a won deal. What is the best approach for this?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 23, 2023 10:02
Hi @PawsTeam , Unfortunately there isn't an out of the box solution for this. The general approach here would be to set up a Number of ...read more
EGillaspy on January 18, 2023
What if you haven't sent any emails or started the sequence, but you realize you want to change the first email template. Can you either: Change the first email template in the sequence OR Clone the sequence, change the first email template, t read more
0 upvote
1 Reply
Community Manager
January 19, 2023 10:20
Hi @EGillaspy , hope you are doing well. Since you haven't sent any emails or started the sequence, I will use the second option, to make sure...read more
SRayment on January 18, 2023
The custom object tool is fabulous and it would be great if it could be placed somewhere other than the contacts drop down. Ours, for example, is more applicable to sales or even reporting. Hoping this feature is updated
0 upvote
2 Replies
Participant
January 18, 2023 14:18
Thanks so much!
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