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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 Beitrag ansehen
4 Antworten
Accepted Solution
Berühmtheit | 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....Beitrag ansehen
PSingh842 on April 16, 2024
Even after customizing the quote template When we use the same template to create quotes subheadings don't show up
3 Antworten
Vordenker/-in | 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...Beitrag ansehen
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 Beitrag ansehen
2 Antworten
Koryphäe | 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...Beitrag ansehen
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 Beitrag ansehen
1 Antwort
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...Beitrag ansehen
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, Beitrag ansehen
14 Antworten
April 12, 2024 17:33
@RSchweighart I'll proceed to reach out to HubSpot support. Thank you for all the help!
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 Beitrag ansehen
2 Antworten
Accepted Solution
Vordenker/-in | 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 ...Beitrag ansehen
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 Beitrag ansehen
1 Antwort
Accepted Solution
Berühmtheit | Partner
April 11, 2024 00:13
Hi @BRoiall , This is unfortunately not possible at this stage. You can however request this here: ansehen
KMcKenz on April 09, 2024
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim Beitrag ansehen
3 Antworten
Accepted Solution
April 10, 2024 09:18
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...Beitrag ansehen
Feh on April 05, 2024
Hello, I have the hubspot free account and would like to use the meeting scheduler. However, the software is not letting me set it up. My calendar is linked and is syncing. But the "get started" link on the meetings page is not clickable. Can so Beitrag ansehen
1 Antwort
Accepted Solution
Koryphäe | Elite Partner
April 05, 2024 20:05
Hi @Feh happy to help, a few things to check: 1 - Settings > General - do you have Meeting Scheduling Pages turned on? Have you co...Beitrag ansehen
MHallman4 on April 05, 2024
I"m having trouble with my email signature. I upload a picture to Hubspot of my company logo, tried it with .png, .jpg, and .jpeg file types and it always comes across in people's emails as a link.
9 Antworten
Accepted Solution
Koryphäe | Elite Partner
April 10, 2024 09:20
Thanks for the link @MHallman4 , it looks like the file is set to public and opens properly. When you open your signature, in the upper right ...Beitrag ansehen
lmustre on April 05, 2024
Hi, Is there a way to connect my dripify account to hubspot? Thanks
1 Antwort
Accepted Solution
Koryphäe | Elite Partner
April 05, 2024 07:46
Hi @lmustre yes, you can connect dripify to HubSpot using Zapier :
MJMacpherson on April 04, 2024
I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used sale Beitrag ansehen
6 Antworten
Accepted Solution
Koryphäe | Elite Partner
April 10, 2024 15:20
Agree with your points @chadsideris , custom dashboards are also how a lot of our clients are managing sales team engagement, the problem I've notic...Beitrag ansehen
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