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KLe4 on August 08, 2022
Hi - I noticed there wasn’t an hourly billing frequency option when creating a quote. Will HubSpot be making that a dropdown opion in the near future?
0 upvote
1 Reply
Hall of Famer | Partner
August 08, 2022 21:21
Hi @KLe4 , There is an open request to the product team here: Customize the Billing Frequency options when creating a new product As ...read more
CSPresson on August 08, 2022
Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a read more
1 upvote
1 Reply
Top Contributor | Diamond Partner
August 09, 2022 08:18
Hello @CSPresson , Can I get a bit more detail about what you are looking to associate? Are you associating one object to another? Is...read more
Solved
EGardner5 on August 07, 2022
I have a situation where I am getting multiple entries for the same contacts. I keep deleting the new entries but they keep popping up a few days later. How can I stop this from happening.
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
August 07, 2022 21:46
Hi @EGardner5 , In that case, you'd have to find out who set this up or who installed this integration. This information is unfortunately not ...read more
JSteg on August 07, 2022
Hi there, I would like to build a sales pipeline automation so that Leads get a hubspot owner attributed in a round robin principle, BUT - We need to restrict what the people can see. Thus we so far put the 3 of them in a seperate team from read more
1 upvote
7 Replies
Member
August 10, 2022 03:18
Thank you so much! Quick clarification: Josh and Anna/Sarah are operational in different teams, but they are all in the same hubspot team group, beca...read more
Welham3 on August 06, 2022
Hi There I really can't find a solution to this. I want to be able to view the number of calls made in a deal. I know there is no of time contacted that counts all emails etc... But I just want to view the number of calls. One of the main r read more
1 upvote
2 Replies
Hall of Famer | Partner
August 06, 2022 23:18
Hi @Welham3 , There are various ways to approach this. If you have access to a Professional subscription, you could create a custom report tha...read more
Bwillyrich on August 04, 2022
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
0 upvote
6 Replies
Participant | Elite Partner
August 05, 2022 06:34
No problem, I don't believe that will be an issue. 🤔 So long as your team is working the most up to date deal as soon as it meets the rules define...read more
NBailliache on August 04, 2022
Hi everyone, curious to know how you manage a contact on hubspot when the person change job? Do you create a new contact on the new company, do you add both company under the same contact? Any best practices that has made sense for you?
0 upvote
3 Replies
Key Advisor | Partner
August 05, 2022 05:17
@NBailliache cell phone is definitely easier to manage, if it is causing them to show as duplicates, you could create a property called "previous c...read more
Solved
GBhawnani on August 03, 2022
I am looking to setup an automated process on hubspot that prompts the reps to capture details on certain qualifying questions on hubspot. Would really appreciate if someone could guide me on the best way to achieve the same or point me to a re read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Elite Partner
August 03, 2022 21:42
Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link . Otherwise you need to setup require...read more
MSavino8 on August 03, 2022
Our org recently moved off of the paid version of Sales Hub onto a free account. However, I'm trying to retrieve my old templates and the account only shows the first 5 I've ever created (I had dozens in there). Is there anyway I can retrieve the ol read more
0 upvote
1 Reply
Recognized Expert | Elite Partner
August 04, 2022 05:41
@MSavino8 because you went from paid to free, you're limited as to what you can see. Best case would have been to grab all the templates before tha...read more
knelson3 on August 02, 2022
I would love to be able to send bulk emails through specific deal stage and have it show the history in the account. Anyone have a good workaround?
0 upvote
2 Replies
Top Contributor | Platinum Partner
August 05, 2022 03:04
Hello @knelson3 It is possile to trigger an automated email to send to contacts associated to a deal, based on a deal stage. You would use a work...read more
KMcReynolds on August 02, 2022
My sales reps would like the ability to create a filter for deals based on certain line items on existing deals. This would allow our sales reps to revisit deals with products they can upgrade.
1 upvote
6 Replies
Top Contributor
August 05, 2022 21:05
What I have done is trained my reps to enter the package (radio select custom property field) when creating a deal so then the Line item correlates w...read more
Solved
JvanRaak on August 02, 2022
Is it possible to automatically create a deal when an e-mail is send with en increasing Quotation number. The company & contact is known. We use an ERP system for our Quotations and this is always leading, we cannot make offers in Hubspot. read more
1 upvote
9 Replies
Accepted Solution
Top Contributor | Elite Partner
August 03, 2022 06:08
@JvanRaak this is the solution 🙂  
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