If you're sharing the document with different contacts, you will need to create a new link every time you share. The best alternative would be to use...Leia mais
Hello, I have a custom Object that I am building. In the "Middle Column" of the object record, I have added a "Property List" card. On the property list are several properties I have created with Conditional Property Logic. When I go to select t Leia mais
Hello @BAllen5 , thank you for posting in our Community!
You can set up conditional logic for properties so that only relevant options will a...Leia mais
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 Leia mais
Hi @CTurton ,
Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find ou...Leia mais
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? Leia mais
Thanks! Not sure if I missed it, or whether it actually wasn't there before, but it seems now when I update the quote, the line items for the deal ge...Leia mais
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 Leia mais
Hi @PSummers3 ,
Meeting links that reference multiple HubSpot users require every user to have a paid sales seat: https://knowledge.hubspot.c...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
Sure, @Bürobert , potentially, but HubSpot typically doesn't disclose how long this might take. A workflow is a perfectly solid solution that can be...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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 Leia mais
Hi @SHostetler ,
I've answered a similar question before here: https://community.hubspot.com/t5/CRM/Generate-unique-account-customer-ID-via-w...Leia mais