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HSHoo1 le Mars 24, 2023
Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response Lire la suite
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Membre
Mars 24, 2023 07:06
That's great, I've created it. How would I then go about reporting on this? New to HubSpot!
ColinC le Mars 23, 2023
Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i Lire la suite
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1 Réponse
Gestionnaire de communauté
Mars 24, 2023 03:00
Hi @ColinC , Thanks for reaching out to the Community! It is currently not possible to sync the discounted quote amount to deal records ...Lire la suite
LLuik le Mars 23, 2023
Hello, Hubspot community! I know there is not an out-of-the-box solution for this but wanted to see if any other users have faced a similar issue and have any workarounds. We have a demo request form that is hooked up to our sales reps cal Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Mars 23, 2023 09:24
Hi @LLuik , As far as I know this is currently not possible, unfortunately. Others have requested the ability to block free (or specific) emai...Lire la suite
Résolues
RLehrhaupt le Mars 22, 2023
Under Sales > Meetings we have meeting calendar links setup so that others can book appointments. We give this link to a call center located in a different timezone so that they can schedule contacts when they call our hotline. We noticed that th Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 23, 2023 07:41
Hi @RLehrhaupt , This is based on the browser timezone and probably the system timezone of the call center agent. I'm not aware of any options...Lire la suite
atifm le Mars 22, 2023
Hi - We have a custom object that we associate companies to. We're trying to associate new deals created for those companies to that custom object as well. But unable to figure out in workflows. Any suggestions?
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1 Réponse
Gestionnaire de communauté
Mars 23, 2023 01:17
Hi @atifm , Thanks for reaching out to the Community! It is currently not possible to automatically associate deal and custom object re...Lire la suite
Stouder le Mars 21, 2023
Is it possible to use a workflow to associated multiple contacts to one deal? Buyer 1 Buyer 2 I know this can be done maunally, but really trying to avoid an extra step for sales team.
1 Mention J'aime
1 Réponse
Conseiller clé | Partenaire solutions Platinum
Mars 21, 2023 18:27
Hey @Stouder , thanks for reaching out! This is a really good question. Unfortunately, I don't believe it's possible to create associations us...Lire la suite
AprilG le Mars 20, 2023
Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 20, 2023 22:47
Hi @AprilG , One option, available in Marketing, Service and CMS Hub Professional would be actual HubSpot video: https://knowledge.hubspot.co...Lire la suite
enorberg le Mars 17, 2023
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, Lire la suite
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2 Réponses
Contributeur
Mars 22, 2023 08:28
That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...Lire la suite
SSuppala le Mars 17, 2023
Hey there! I have a paid service seat. I was trying to use the new inbound call icon feature on the top right corner, but it says I need a HubSpot number. When I tried to get a number could not find an Indian number. Is this feature only available Lire la suite
3 Mentions J'aime
1 Réponse
Gestionnaire de communauté
Mars 20, 2023 02:05
Hi @SSuppala , Thanks for reaching out to the Community! I wanted to refer you to this snippet from this help articl e regarding the a...Lire la suite
AS11 le Mars 15, 2023
Hi community! When I want to move backwards a deal to a previous stage, it asks me to fill a non-required property. Even though I can click on next without actually filling in the field, I don't want this pop-up to be prompted. Do you know i Lire la suite
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Participant
Mars 15, 2023 08:12
Thank you so much for your response V! Yes, that is already set, but the issue here is that the pop-up is shown when though that property isn't requ...Lire la suite
Résolues
APilanalı le Mars 14, 2023
Hello, I am experiencing some issues with Hubspot and Google that have arisen recently. Previously, I had set up my meeting links so that the earliest 30 or 45-minute call that an organization could schedule with me was Monday through Friday, from Lire la suite
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Accepted Solution
Gestionnaire de communauté
Mars 14, 2023 13:52
Hi @APilanalı , hope you are doing well! I have created this video with a few steps you can check, if this does not resolve the behavior, pl...Lire la suite
Alekotsugai le Mars 10, 2023
I wish I could visualized all the tasks that will be created according to what was previously defined during the sequence creation. Everyday is a mystery how many tasks I'll really have until the end of the day. Is there a way to know that?
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3 Réponses
Leader d'opinion | Partenaire solutions
Mars 13, 2023 14:32
Hi @Alekotsugai I don't have anything to add that hasn't been mentioned, but I did upvote and share my thoughts on the idea that @kvlschaefer sha...Lire la suite
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