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Latha on May 19, 2022
Looking for help. The client requires the Deal to be moved to Future Interest Deal stage with a specific future date to bring it back to previous deal stage to reach out to that contact after that date . I am stuck as date centric workflows are not read more
0 upvote
0 Reply
KJonsson on May 19, 2022
Hello, I know this is an exhausted subject but I just can't seem to find relevant information. I simply want to be able to design my quotes from ground up. The current Quote Customizer is just to simple - I can't even change the order of blocks read more
0 upvote
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TiphaineCuisset on May 18, 2022
Hi there, If you have a free account that was previously a paid account and you want to delete a specific template, you may get an error message saying the template cannot be deleted because it is used in a sequence. Because sequences is not read more
0 upvote
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NGhaffar on May 18, 2022
Hi there, Im trying to update some line item properties Start Date in one go and I tried doing that by importing this file: However, when I try to upload the file, it gives me the following error: Any idea why its not wor read more
0 upvote
1 Reply
HubSpot Moderator
May 19, 2022 06:29
Hi @NGhaffar , Thank you so much for reaching out! We appreciate you sending over the screenshots as well so, we can better understand...read more
Baba70 on May 17, 2022
Hello, In our company, we only schedule physical meetings with a field technicians in our customers' homes. They don't take appointments themselves. We have Google calendar connected with Hubspot, where a scheduled meeting appears on the team m read more
0 upvote
1 Reply
Key Advisor
May 17, 2022 10:14
Hey @Baba70 , This view isn't possible in HubSpot, you'll really only be able to see this on a team view of your calendar.
kvonloesecke on May 17, 2022
Hey Community, Did you know that Sales Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling. Growing your business takes time, energy, and investment. What read more
Key Advisor | Diamond Partner
May 18, 2022 07:22
Thanks for the tag @kvonloesecke . Since we're using most of the Hubs at their highest level, we're already using Playbooks, but I'm definitely happ...read more
VSample on May 17, 2022
Hi Once I have created a deal and published a quote and then the work is complete, should I delete the quote? Or leave it sitting in that section? I just feel my system needs a clean up with old deals and quotes visable.
0 upvote
1 Reply
Hall of Famer | Partner
May 17, 2022 02:26
Hi @VSample , I would not delete quotes, neither confirmed nor unconfirmed ones, as they provide context and are part of a deal's history. You...read more
Solved
rjonesSolaria on May 13, 2022
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Accepted Solution
Contributor
May 16, 2022 10:18
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated ...read more
JKlima on May 13, 2022
Hi, We are using the chatbot function with no open answers (since we need to choose between live chat or bot chat in our subscription type). Simply, we want to help the visitor to find the right pages and stay on our website. 1) Our chat flow read more
0 upvote
1 Reply
Community Manager
May 16, 2022 01:58
Hi @JKlima Thank you for reaching out. I want to tag some of our experts here - @JonPayne @Anton @Oezcan do you have any thought...read more
RRoxton on May 12, 2022
I am trying to set up a ChatBot to appear on my website, roxtonindustries.ca,'s mobile view. Unfortunately, after many attempts to tinker with it, it is refusing to show up on phones or tablets. It works fine on desktops and laptops. We have tried a read more
0 upvote
2 Replies
Member
May 13, 2022 10:25
Okay. The website link is www.roxtonindustries.ca .
BruceProck on May 11, 2022
When logging to a contact from within HubSpot, HubSpot chooses to log to every associated record. Since we have contacts and companies that have multiple deals in progress, all of these deals get logged to (calls, tasks, emails). Our deal pi read more
0 upvote
1 Reply
Hall of Famer | Partner
May 12, 2022 00:16
Hi @BruceProck , Some association in HubSpot is automatic and cannot be deactivated, see the table in this article: https://knowledge.hubspot...read more
Solved
GrantLahring on May 05, 2022
I'm trying to figure out what the cost is for extra minutes. Also, what the cost would be to add additional HubSpot numbers. Does anyone know where to find this information?
1 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
May 05, 2022 17:46
@GrantLahring HI Grant 🙂 Calling in HubSpot is provided by Twilio. You can follow these steps to add additional numbers https://knowledge.hub...read more
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