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RPayne43 en Abril 23, 2024
We use group schedulnig pages all the time - individual scheduling pages can be cloned, but group ones can't. It's very annoying as it takes ages to remember and update all the details each time.
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superdan en Abril 22, 2024
I'm trying to set up my scheduling link so that the available slots are based on two different google accounts - each with their own calendar. I am not looking for round robin or group scheduling. This is for a single user, and meetings Leer más
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2 Respuestas
Miembro
Abril 22, 2024 18:47
Thanks Frank, I get it that a group meeting could be used here, but that means I need to create a hubspot user for each calendar account, and th...Leer más
EKöllő en Abril 22, 2024
Hello guys, I have some issues with the sales plugin in outlook. Experienced issues: - when I select a signature, it doesn't overwrite the original one but adds it as a second one - when I start writing a reply message, no matter where I want to Leer más
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3 Respuestas
Experto reconocido | Partner nivel Diamond
Abril 23, 2024 06:16
Hi @EKöllő , The New Outlook is not supported, and will not be at this time. For integration with HubSpot, you should use the Office 365 Ad...Leer más
MStach en Abril 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 Leer más
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2 Respuestas
Colaborador
Abril 22, 2024 09:13
My error. Thanks for flagging!
EliVeridas en Abril 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' Leer más
1 Me gusta
4 Respuestas
Líder intelectual | Partner nivel Platinum
Abril 22, 2024 06:21
Hey @EliVeridas can you check that you are using just one property? sometimes teams create duplicate properties and they put as mandatory one ...Leer más
LVarley en Abril 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!
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2 Respuestas
Líder intelectual | Partner nivel Platinum
Abril 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...Leer más
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MattyB24 en Abril 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/ Leer más
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3 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Abril 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...Leer más
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DBusch en Abril 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 Leer más
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5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 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 ...Leer más
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AQuinn19 en Abril 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 Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 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....Leer más
PSingh842 en Abril 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
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3 Respuestas
Líder intelectual | Partner nivel Platinum
Abril 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...Leer más
jayfeitlinger en Abril 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 Leer más
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2 Respuestas
Miembro estimable | Partner nivel Elite
Abril 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...Leer más
MMatschke en Abril 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 Leer más
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1 Respuestas
Administrador de la comunidad
Abril 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...Leer más
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