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Esselbee318 on Mai 17, 2024
I am the marketing director at our company and long time hubspot enterprise user. I'm struggling with how and when our sales department creates deals. My understanding of a deal is: you create a deal when a contact takes an action that could lead t Beitrag ansehen
1 Antwort
Accepted Solution
Trendsetter/-in | Platinum Partner
Mai 17, 2024 13:46
Hi @Esselbee318 , This is somewhat subjective, but our agency works primarily in the manufacturing space so I'll answer based on our experienc...Beitrag ansehen
TChappell5 on Mai 15, 2024
Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a Beitrag ansehen
1 Antwort
Berühmtheit | Partner
Mai 15, 2024 10:04
Hi @TChappell5 , This is easiest done using workflow goals. You would simply enroll contacts when the email was sent, then add a delay for 5 d...Beitrag ansehen
PropelYachts on Mai 15, 2024
I setup all the calendars but if you open on Mobile is showing an error message
1 Antwort
Mai 15, 2024 19:42
Hey @PropelYachts thank you for posting in our Community! I'm sorry to hear that you're experiencing difficulties with the meeting link on ...Beitrag ansehen
AZlotko on Mai 14, 2024
Hello, My HubSpot interface was updated today. Now, I can't find the 'Meetings' menu, which was previously a submenu under 'Sales'. I'm not sure where to adjust the meeting booking settings now
2 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
Mai 14, 2024 15:17
Hey @AZlotko just follow this library >Meetings scheduler
YGong6 on Mai 13, 2024
Hi community! I am looking for more customization options available for HubSpot chatflows. Currently, we can only edit the header colors. I would expect a future update to offer more styling varieties, such as font, icon size and color, and ch Beitrag ansehen
1 Antwort
Mai 14, 2024 00:40
Hi @YGong6 , You can update this idea on the idea portal of the community. The HubSpot product team review these ideas, and if they seem feasi...Beitrag ansehen
niederberger on Mai 13, 2024
Hello Together I'm wondering how you manage the Company Leads within the new Prospecting Tool. It's possible to create a list and get the Lead name out but not all the details. Within the tool it self you only see your own Leads. My question Beitrag ansehen
2 Antworten
Mai 15, 2024 08:24
Hi Karsten Thank You a lot for taking the time to write back. That's more or less how I did it - but it really seems the "Lead Object" is not co...Beitrag ansehen
averyguest on Mai 10, 2024
Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things Beitrag ansehen
2 Antworten
Mai 16, 2024 14:55
Hi @PamCotton , I don't really have anything to add to @averyguest 's dilemma. It sounds like a workaround has been identified, but it causes multi...Beitrag ansehen
AlexanderSchöne on Mai 10, 2024
Hello, I want to include VAT in every quote. Currently, when generating a new quote I manually add a tax, call it VAT and set it to the correct amount. That is error-prone. Isn't there a way to have VAT automatically added to every new quot Beitrag ansehen
3 Antworten
Mai 13, 2024 15:41
No worries @AlexanderSchöne 🙂 I hope you find a good solution.
SteveB1 on Mai 10, 2024
Hi there. I am looking for a way to make HubSpot send me a notification when the "Amount" value on a Deal changes. The change can be any increase or decrease to the value. I cannot figure out how to do this in Workflows. The closest I could get Beitrag ansehen
3 Antworten
Mitglied | Diamond Partner
Mai 10, 2024 19:04
Hey @SteveB1 , Yes, you can set up a notification in HubSpot when the "Amount" value on a Deal changes using the Workflows tool in Sales Hub E...Beitrag ansehen
Thadar on Mai 09, 2024
Hi experts, Sales rep A is the contact owner of a lead and he is dealing with the client, sending emails, and connecting. Then, he sent an email including his meeting link to the lead and the lead booked a meeting there. But it turned out doubl Beitrag ansehen
2 Antworten
Mai 12, 2024 22:27
Hi @LouiseHare , Yes, it is odd. I talked with three different support reps. Finally, Xiu, HS support rep, could trace that the prospect booked ...Beitrag ansehen
danmoyle on Mai 09, 2024
Random question: When you add a payment schedule to a quote, can you see a list of those? In other words, where do those payment schedules "live"?
1 Antwort
Accepted Solution
Mai 09, 2024 18:42
Hey @danmoyle , thank you for posting in our Community! In HubSpot, payment schedules are typically associated with quotes. To view them, yo...Beitrag ansehen
jmkco on Mai 09, 2024
I'm trying to add a custom URL to my meetings and continue to get an error message: Another meetings user is using this URL. Please choose another URL. This is happening for many different URLs where I am 100% certain we have never used that s Beitrag ansehen
2 Antworten
Mai 15, 2024 11:56
Hey @PamCotton , thanks for the reply! Unfortunately, that didn't resolve the issue. Reaching out to Hubspot Technical support now.
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