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Solved
TSoule on January 07, 2025
I couldn't see a specific place for feature requests, if there is one I'll repost there if I'm shown the way. Thanks I've been using sales hub for some months and I have to say it's still really frustrating that some entries I change require a m read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
January 07, 2025 19:50
Hi @TSoule , I completely understand your frustration - this is a great idea. To request features, you can post in the Ideas discussion here (I re...read more
JanRa on January 07, 2025
Hi HubSpot folks, I am currently very interested in the sales process and splitting invoices into deposit and a remaining debt. I discovered the payment schedule option in the quote creation mask - as you can see in the screenshot. I would lov read more
0 upvote
1 Reply
HubSpot Product Team
January 07, 2025 12:07
Hey @JanRa hope you're having a nice 2025 so far! There's absolutely a way to test this out - you can use the fake payment information right here ...read more
CResch on January 07, 2025
Hi Hubspot Community, as the title suggests I am looking for a solution that enables a quote to have in the line items table the monthly costs e.g. 50€ per month. (dont mind the 120€/ Monat in the screenshot it should be 50€) and in the su read more
0 upvote
5 Replies
Participant
January 08, 2025 06:16
Hi @CResch , that's correct, if you add a line-item that is recurring to an onetime invoice, HubSpot will automatically make the line-item a one-t...read more
AHooks on January 02, 2025
For some reason the quoting tool was changed and this is causing all kinds of problems for my sales team. I would like for it to be changed to allow selection of the quoting template to be moved back to first in the process instead of last. You not read more
0 upvote
2 Replies
Contributor
January 03, 2025 14:30
Having custom templates and not be able to select until the end is crazy. If you have custom templates for different type of quoting not being able t...read more
Solved
mariselvi on December 30, 2024
I have a custom field with scoring field type called "New Deal Score". I started creating workflow for priority automation based on deal score. So I set filter condition as deal score above 80 as high priority & found contract won deals also hav read more
0 upvote
4 Replies
Accepted solution
Key Advisor
December 30, 2024 06:00
Hi @mariselvi Please read my previous comment carefully! When you created the workflow without the " added filter condition as deal...read more
Solved
ASalemAlhadda on December 25, 2024
How can we set the maximum number of meetings that clients can book on the same day, with a maximum of 4 meetings?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 25, 2024 03:48
Hi @ASalemAlhadda , This is currently not possible, unfortunately. However, others have requested this before: https://community.hubspo...read more
tayloravictor on December 20, 2024
We use HubSpot Round Robin assignments and love it, but there is no way to filter out the spam leads without human intervention? Is there anyway to incorporate a workflow for when leads submit a form that are very obviously spam, that they don't ge read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
December 23, 2024 02:51
Hi @tayloravictor , To filter out spam leads in a workflow, here’s how you can identify and handle them more efficiently: Using the cri...read more
EGONZALOPALOM on December 20, 2024
hi, good day we found an error in Prospection tool. see image attached, yellow square thnak you
1 upvote
2 Replies
Thought Leader | Platinum Partner
December 20, 2024 07:14
Hi @EGONZALOPALOM this could be cache related specially if you have been switching the portal between spanish and english. Can you try clear t...read more
Solved
katherineladue on December 19, 2024
I have had multiple clients recently that do all their sales forecasting on a per customer basis for their top targeted accounts, instead of per sales rep. It seems that for these folks the forecasting tool is essentially useless because it only all read more
0 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
December 20, 2024 12:29
Hey there @katherineladue - interesting use case here on the forecasting tool. I haven't personally run into this, but a couple of thoughts come to...read more
Solved
KyraL on December 19, 2024
We are a small nonprofit new to Hubspot. We moved from Aplos as our CRM to Hubspot as our CRM. We are trying to figure out the best way to configure Hubspot for our nonprofit needs. We have a few questions in that regard: How do we send end-of-ye read more
0 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
December 20, 2024 12:12
Hi @KyraL and welcome to the HubSpot Community! I have an affinity to nonprofits, as an active volunteer and board member of several. First,...read more
Solved
TMcDonough5 on December 18, 2024
How do I prevent all of my contacts from recieving and error and getting unenrolled when I pause all of my sequences. Over Thanksgiving break I went to actions and paused all sequences so I would not get bombarded with tasks when I returned to work. read more
0 upvote
3 Replies
Accepted solution
Participant | Gold Partner
December 20, 2024 02:51
Hi @TMcDonough5 , When you pause all sequences in HubSpot using the "Pause All" option, it halts the sequence's automated workflows and tasks fo...read more
scott-heit on December 18, 2024
We are encouraging the usage of Playbooks for our frontline retail teams. We would like to add incentive on the usage. There is plenty of data on the Analyze tab under Playbooks but I do not see a way to export that data. Idealy we could export it t read more
1 upvote
1 Reply
Community Manager
December 18, 2024 16:35
Hey @scott-heit ! Thanks for bringing this to the Community. This is a highly requested feature-- I recommend upvoting and adding your use case to...read more
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