The old Prospecting tool used to show the form that the person had submitted on our website. That data is now gone. So in the Sales/Leads I can no longer see what the person requested without going to their individual record and navigating away from Leer más
Hi, colleagues, Do we have the option to customize the standard view like with dashboards in the ex Prospecting—new Sales workspace—leads view, or only prebuilt views can be used? Thanks.
Hi @ISmolin ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.co...Leer más
Hello! I have been trying to bulk amend the due date and task title on 13 tasks in the free version of Hubspot. It does do it, but when I then access my task list either in 'all' or 'upcoming'. the tasks have reverted to what they were before. Leer más
Hi, currently when you set up a group meeting you are able to select your time zone so as when the recipent of the link receives it they are able to choice a time (based on their own time zone set by their web browser). Now, lets say you are setting Leer más
Hi @SRobinson4 ,
HubSpot does all of the time zone conversion for you – based on the connected calendars and the time zone chosen directly in ...Leer más
I have my QBO invoices synced, and I can see them all in the invoices tab in commerce hub. They are never associated with the contact or comapny. Not sure why that is, but i want to automate some of that with a workflow. I'm wondering if there i Leer más
Zapier, Associ8, or Custom Coded Action (Ops Hub) can associate records with one another like this, but you can't associated object records with one ...Leer más
My team wants to create a meeting form with conditional fields that change based on the selection of previous inputs. I know this is possible in HubSpot forms, but how can we implement it in the Meeting Scheduler form? Has anyone worked on Leer más
Hi @NirbhayT ,
This is unfortunately not possible. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-...Leer más
We are an assessment platform where we would like to store the order details in the Order Object. We would like to create an internal form that is completed with company details and a range of unique order attributes like number of employees, etc... Leer más
Thanks for that additional explanation, @EddiefromOz . The forms tool in HubSpot is designed for external use and collecting leads as opposed to c...Leer más
I would like to track how much time each of my sales reps is spending on calls, by company. For example, if a rep spends 30 minutes on an onboarding call, 1 hour on a qualification call, etc. so that we're able to have visibility into the amount of Leer más
I'm almost positive Hubspot hasn't built a solution to this yet, BUT I'm hopeful some fellow Hubspot ninjas out there have already designed an outside the box approach to closing this gap. Situation Reps make outbound calls and schedule app Leer más
Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt Leer más
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...Leer más
I'd like to be able to make more bespoke dashboard views for my sales team, around lead categorisation. Is it possible to create a new dashboard with leads broken down in editable tables with next action on a bit like the information in the leads t Leer más
Hi @OMcKee ,
Report creation offers a lot of options in HubSpot, yes, but through these reports, leads (or any other record, for that part) ca...Leer más