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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

How can we set the maximum number of meetings that clients can book on the same day, with a maximum of 4 meetings?

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 Beitrag ansehen

hi, good day we found an error in Prospection tool. see image attached, yellow square thnak you

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 Beitrag ansehen

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 Beitrag ansehen

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. Beitrag ansehen

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 Beitrag ansehen