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CTurton en Diciembre 07, 2023
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref Leer más
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MNar en Diciembre 07, 2023
I'm specifically asking about when in the Deal view, you can see a line item and a quote summary on the right hand side. I can of course create a quote, and add line items separately, but it doesn't seem like the two interact? Am I correct? Leer más
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1 Respuestas
Diciembre 07, 2023 14:10
You may want to consider a slightly different process. You can go to the line items section of the deal and add the products there. Then there is a b...Leer más
PSummers3 en Diciembre 07, 2023
When I schedule a ‘group’ meeting, do all of the people that I need to include in the meeting have to be Sales Pro subscriber? I want to include someone who is a member of the Sales team but not a Sales Pro subscriber. He is a CRM user who has ema Leer más
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Accepted Solution
Miembro del salón de la fama | Partner
Diciembre 07, 2023 10:27
Hi @PSummers3 , Meeting links that reference multiple HubSpot users require every user to have a paid sales seat: https://knowledge.hubspot.c...Leer más
lnorden en Diciembre 06, 2023
Hello, Our team has started running into Meeting scheduling issues. For some reason when selecting a date now, the scheduler auto selects a roughly 12+ hour time window and then won't let us change the end dates or reduce the meeting length time Leer más
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1 Respuestas
Administrador de la comunidad
Diciembre 07, 2023 05:16
Hi @lnorden , I hope that you are well! Thank you for the video! So this is a one-on-one meeting link I guess. 1. In the scheduling tab, under th...Leer más
JStoller en Diciembre 06, 2023
My company uses the sales hub but we are trying to use our sales data to create effective marketing reports by utilizing the tools provided by the Sales Hub Professional subscription. We are not looking to add the Marketing Hub Professional subscrip Leer más
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2 Respuestas
Asesor destacado
Diciembre 07, 2023 05:06
Hello @JStoller Although I am not familiar with the limitations of Sales Hub, I believe you should be able to create Deal reports associated with...Leer más
Bürobert en Diciembre 06, 2023
We have configured our Leads objects to create a Lead in the Prospecting tool when: - a contact enters MQL lifecycle stage - a contact enter SAL lifecycle stage This works fine when they move from Lead to MQL or SAL. However when a contact Leer más
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6 Respuestas
Miembro del salón de la fama | Partner
Diciembre 07, 2023 05:09
Sure, @Bürobert , potentially, but HubSpot typically doesn't disclose how long this might take. A workflow is a perfectly solid solution that can be...Leer más
GrowthOperation en Diciembre 06, 2023
Hi All - I'm posting this on behalf of multiple clients who are struggling with one common issue: - The meeting scheduling option of "this week and next week" is not granular enough These clients have found with other meeting schedulin Leer más
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2 Respuestas
Diciembre 06, 2023 08:00
Cheers @Bryantworks - couldn't for the life of me find that post when searching before, but knew this had to be a request somewhere out there. Upvo...Leer más
BHopper8 en Diciembre 05, 2023
I've made several snippets and the personalization of "Contact: First name" works just fine. However, "Contact: Company name isn't". I've tried using the snippet on several contacts and the same problem happens. The contact is associated to Leer más
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1 Respuestas
Miembro | Partner nivel Diamond
Diciembre 05, 2023 22:01
Hi @BHopper8 ! I think the issue here is that you are trying to populate the Company Name from the Contact Object. HubSpot doesn't automatica...Leer más
jgueron en Diciembre 04, 2023
We have some fantastic news to share: HubSpot now lets free Marketing Hub users integrate a second ad platform into their accounts. And guess what? LinkedIn is just as excited as we are to take advantage of this great feature and acquire Leer más
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SHostetler en Diciembre 04, 2023
Hello, I need help to assign a custom 4 or 5 digit number that gets created when any deal is created. This would function as that deal's record ID for our project management, Any solution would be accepted, ideally starting with a set number and Leer más
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2 Respuestas
Miembro del salón de la fama | Partner
Diciembre 05, 2023 00:13
Hi @SHostetler , I've answered a similar question before here: más
BillWill en Diciembre 04, 2023
Hi. I'm looking to set an alert for my team managers to receive anytime a deal is moved out of the current month or quarter that was in a certain stage or above. Is this possible please?
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Guía | Partner nivel Platinum
Diciembre 04, 2023 13:40
hi @BillWill My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! I'm almost sure what you ...Leer más
HVirciglio en Diciembre 04, 2023
Using the sales analytics section of HubSpot I am reporting on one of our sales agents mettings. We have the Call & Meeting Types set up. I have the Meeting Types as 'Client Meeting' or 'Partner Meeting' I am producing a report which sh Leer más
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1 Respuestas
Administrador de la comunidad
Diciembre 05, 2023 04:53
Hi @HVirciglio , I hope that you are well! Thank you for the detailed post on the Community, I love to see this! From what I can see on the screen...Leer más
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