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AprilG on Março 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. Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 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...Leia mais
enorberg on Março 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, Leia mais
0 avaliações positivas
1 Respostas
Conselheiro(a) de destaque
Março 17, 2023 07:49
Hi @enorberg How are you chaning the company owner - in bulk, via a WF or manually? How do you handle renewal deals - extra renewal pipeli...Leia mais
SSuppala on Março 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 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...Leia mais
AS11 on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Março 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...Leia mais
Solucionado
APilanalı on Março 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Gerente da Comunidade
Março 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...Leia mais
Alekotsugai on Março 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?
0 avaliações positivas
3 Respostas
Autoridade no assunto | Parceiro
Março 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 @kvonloesecke sh...Leia mais
Solucionado
SRobinson4 on Março 07, 2023
Hi there, When setting up a Custom Quote Template...how is one able to force a page break? Currently, when download the template it looks different to the screen version. How are we able to better format the quote template at set up Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Colaborador(a) | Parceiro
Março 07, 2023 13:59
Hi @SRobinson4 , The way to update the downloadable version of the quote is to update the CSS file. If you were to specify the styling, padding...Leia mais
EbarakHossain on Março 05, 2023
Hi HubFans, I understand that there is no automatic association available between parent deals and child deals of two separate pipelines . But we're looking for ways to semi-automatically associate them and have created single-line text proper Leia mais
0 avaliações positivas
1 Respostas
Especialista reconhecido(a) | Parceiro Elite
Março 05, 2023 22:29
Hello @EbarakHossain way of linking parent deals with child deals in HubSpot using the HubSpot API. You can use the HubSpot API to automaticall...Leia mais
Solucionado
CLapointe on Março 02, 2023
Hi, Is there a specific reason why GTM is blocked on Quote pages? We need to fire conversion events on these pages using GTM but can't seem to be able to get GTM to load. We only see GA firing... See screenshots.    
0 avaliações positivas
3 Respostas
Accepted Solution
Colaborador(a) | Parceiro
Março 03, 2023 03:34
Hi, there, I am not sure why GTM is not pulling through as standard. You can add GTM to the quote template though. Check the code of this one tha...Leia mais
emacd33 on Fevereiro 27, 2023
I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Fevereiro 27, 2023 15:26
Hello, @emacd33 happy Monday! Thank you for posting in our Community! I would like to add our top experts to this conversation @WebMechanix-CB ...Leia mais
Solucionado
AHarper9 on Fevereiro 20, 2023
We want to create an email to send automatically to a person after they book a calendar meeting with us. We currently have the HubSpot meeting calendar embedded on our contact us page, but how to we track these and how could we create an automati Leia mais
4 avaliações positivas
4 Respostas
Accepted Solution
Participante
Fevereiro 22, 2023 08:12
While the meetings tool sends a confirmation email with the meeting invite details, it sounds like you are wanting to send a richer, more informative...Leia mais
arieldj on Fevereiro 17, 2023
Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert Leia mais
0 avaliações positivas
2 Respostas
Membro
Fevereiro 21, 2023 11:30
Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...Leia mais
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