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MStach on April 19, 2024
Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on read more
0 upvote
1 Reply
Hall of Famer | Partner
April 20, 2024 01:02
Hi @MStach , I agree, this would be useful. The best place for these kinds of suggestions is the HubSpot Ideas section of the community: http...read more
EMoleiro5 on April 19, 2024
Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up when a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn' read more
1 upvote
4 Replies
Member
April 21, 2024 16:05
A log of all interactions, conversations, and notes related to the lead, including emails, calls, meetings, and any other relevant details. These pr...read more
LVarley on April 19, 2024
Hi, is there a way I can add a custom activity? There are the standard ones like call, LinkedIn message etc, but I would like to add a couple more for reporting. Such as, 'connected back' on LinkedIn. TIA!
1 upvote
2 Replies
Thought Leader | Platinum Partner
April 19, 2024 12:15
Hey @LVarley so for the moment its not possible to create a custom activity. You can use a custom property that you can use in reports. Or y...read more
Solved
MattyB24 on April 18, 2024
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 18, 2024 17:27
Hi @MattyB24 I'm not able to view the google doc you linked - and I'm not sure if you want to recreate the google doc info in HubSpot or surface it...read more
Solved
DBusch on April 18, 2024
Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
April 18, 2024 05:43
@DBusch this is what I'd do: This still leaves a small gap when an association label is removed from a contact - in that case, the ...read more
Solved
AQuinn19 on April 17, 2024
Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 17, 2024 08:55
@AQuinn19 that won't work, I'm afraid. There isn't any way to reference an open from an email in a specific email, at least none that I'm aware of....read more
PSingh842 on April 16, 2024
Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF
1 upvote
3 Replies
Thought Leader | Platinum Partner
April 17, 2024 08:08
Hey @PSingh842 IT depends on how the template its built just check that the Headline lines rows are visible and that appear before each prod...read more
jayfeitlinger on April 12, 2024
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi read more
1 upvote
2 Replies
Most Valuable Member | Elite Partner
April 15, 2024 07:41
@BérangèreL @jayfeitlinger I think it would be nice to have meeting templates that could be configured in the account and make it easier to creat...read more
MMatschke on April 12, 2024
With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the read more
0 upvote
1 Reply
Community Manager
April 12, 2024 19:36
Hey @MMatschke thank you for reaching out. In HubSpot, the default behavior for custom objects is to display the "Add Existing" tab when navig...read more
Jes2 on April 11, 2024
Hello, Was there a recent update that causes Close Dates to be automatically removed when the HubSpot Deal Stages are updated? My team started to experience this issue last week. Specifically when Deals are updated to the 'Qualified' stage, read more
0 upvote
14 Replies
Member
April 12, 2024 17:33
@RSchweighart I'll proceed to reach out to HubSpot support. Thank you for all the help!
Solved
HSmith90 on April 11, 2024
Hi I have set up a Zoom Booking feature with Hubspot. The initial booking is fine, but when I click on the link to reschedule an appointment it will let me select a new date and time but then the contact form is unfillable, so the changes then can't read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
April 11, 2024 06:41
Hey @HSmith90 this is the standard way of working for the reschedule option why? because as the contact has already completed the information ...read more
Solved
BRoiall on April 10, 2024
It'd be useful to have in the lead prospecting space, the ability to add a column for original source of lead or drilldown. Also would be useful to have that on the lead contact when reviewing the contact without having to go into the contact reco read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 11, 2024 00:13
Hi @BRoiall , This is unfortunately not possible at this stage. You can however request this here: https://community.hubspot.com/t5/HubSpot-I...read more
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