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? Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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?

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 Lire la suite

In sales > Meetings > you have the option to pre-populate fileds with known values. If I am adding a prospect to a sequence and Hubspot already has their required values BUT they have never visited the website before is there any way to ge Lire la suite