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GSchuster en Junio 05, 2023
Is there a way to prevent those out-of-office, invalid emails, no longer at this company from auto-responses when setting up a sales sequence? We are sending a couple hundred and I don't want my client to get spammed with a bunch of auto-replies, es Leer más
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0 Respuestas
shcallaway en Junio 05, 2023
Is it possible to transfer the "ownership" of a meeting from one Hubspot user to another? When we started using Hubspot, we made the mistake of having a single person log all of our meetings, even when this person was not actually responsible fo Leer más
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2 Respuestas
Administrador de la comunidad
Junio 05, 2023 14:04
Hi @shcallaway , Thanks for reaching out to the Community! Currently, it's not possible to transfer the ownership of meetings, so you w...Leer más
JuScammacca en Junio 05, 2023
Hi there! I stumbled upon a weird situation : while creating a new quote template, I tried to personalize it as much as possible using token linked to the deal so that the quote could present some proprieties automatically. Since we're an HR comp Leer más
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2 Respuestas
Colaborador líder | Partner
Junio 05, 2023 14:49
Thanks for the tag @PamCotton . If I understand the situation @JuScammacca , it might be a really simple solution. Did you set the global d...Leer más
Kellyacosta en Junio 02, 2023
Hey everyone! I'm facing an issue with a calendar I added to my landing page. It appears too large when viewed on mobile devices. I reached out to my agency, but they mentioned that they can't adjust the size because the calendar is embedded using Leer más
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1 Respuestas
Administrador de la comunidad
Junio 05, 2023 08:23
Hi @Kellyacosta , Thanks for reaching out to the Community! I wanted to invite our subject matter experts to see if they have advice. ...Leer más
ABarr en May 31, 2023
Hi all, I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date. I did manage to create a report for this, but the issue is that even though I set the billing f Leer más
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2 Respuestas
Colaborador líder | Partner nivel Elite
Junio 01, 2023 11:40
@ABarr - What is your subscription type? On Enterprise, you'll be able to access the Revenue Analytics report: https://knowledge.hubspot.com/deals...Leer más
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AWhite50 en May 30, 2023
Hi everyone, I'd like to create a repeating "To-Do" Task for every sales rep that's titled "Sales Weekly Summary". It shows up as a task that they must complete by Friday every week. The task includes a snippet list of 6 questions they must answ Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 30, 2023 15:32
Hi @AWhite50 , Currently all workflows handle records – there aren't any workflows that don't enroll and deal with records. So in that sense i...Leer más
Ktamir en May 30, 2023
Hi, I would like to create a separate property for the starting time of a meeting (the last one that was scheduled). I'm referring to the hour... ANy suggestions? Thanks, Karin
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3 Respuestas
Colaborador líder | Partner nivel Elite
Junio 01, 2023 04:23
@Ktamir - This app could be of interest then: https://app-eu1.hubspot.com/ecosystem/139664604/marketplace/apps/sales/scheduling/greminders-918950 ...Leer más
YasemininTokyo en May 29, 2023
I wwant to add this property to my form. I can chose the property and move it over to the form, but not insert it. Is there a limit to properties on a form? Thank you very much in advance.
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3 Respuestas
Miembro
May 29, 2023 20:43
Thank you everyone. I had problems putting in a property that was already set, so I made a new property to put into the form, which worked. Just a tem...Leer más
ECornus en May 29, 2023
Hi community, We have Twilio ported numbers and have been using the Toky integration to recieve inbound calls. With the new calling feature we can make outbound calls but can't recieve inbound calls via Hubspot. I have looked with Hubspot suppo Leer más
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1 Respuestas
Administrador de la comunidad
May 30, 2023 09:43
Hi @ECornus , Thank you for reaching out to the Community! I wanted to tag in a couple of other Community users to see if they have any reco...Leer más
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ARobinson58 en May 27, 2023
Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Experto reconocido | Partner nivel Platinum
May 30, 2023 09:32
Thanks for the mention, @DianaGomez ! And great question, @ARobinson58 ! @HFisher7 's suggestion is awesome and should get you what you need...Leer más
AndreaMolinaro en May 26, 2023
There should be a way to limit what reps can select from in the product library. The property exists for Currently Active - Yes/No. But, it doesn't do anything. When a product is discontinued I can't delete it from the library, but I should be ab Leer más
2 Me gusta
1 Respuestas
Administrador de la comunidad
May 29, 2023 11:39
Hi @AndreaMolinaro , I hope you are doing great 😊 I understand that you would like to hide some products from the library while addin...Leer más
JPerney en May 26, 2023
We need to regularly create scheduling pages for our BDR's and Sales Directors, and it takes too much time to have to keep referring back to an old page to get copy etc. According to this Community post, we should be able to clone scheduli Leer más
1 Me gusta
1 Respuestas
Experto reconocido | Partner nivel Platinum
May 26, 2023 10:11
Hey @JPerney , thanks for reaching out! Looks like there is some fine print in the Community thread you shared : There are two notable...Leer más
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