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DRebellon on Februar 28, 2024
Whenever a contact is merged and we try to unenroll them from a sequence through a workflow, we are getting an error that states "Can't unenroll, because the contact is not enrolled into any sequence". However, we can see in the activity log o Beitrag ansehen
1 Antwort
Februar 29, 2024 04:32
Hi @DRebellon , Thank you for reaching out to the Community! I've been looking into a previous case involving a merged contact being unenr...Beitrag ansehen
JDuchaine on Februar 27, 2024
Hi there! I call clients from their records, and I have three issues; 1. Their is no way to change the default output so that it chooses my headphones automatically. 2. When changing the ouput device, my headset appears twice, I need to cho Beitrag ansehen
1 Antwort
Februar 28, 2024 05:45
Hi @JDuchaine , Thank you for your valuable feedback! This means a lot to us. First, for information, I'd like to share this article " Microphon...Beitrag ansehen
jaybaum on Februar 23, 2024
Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record. Our deals are going to be created via integration from an ERP. We're just trying to find Beitrag ansehen
2 Antworten
Accepted Solution
Stratege/Strategin | Elite Partner
Februar 23, 2024 12:25
Hi @jaybaum if a user has no permissions to edit they won't be able to create deals. Make sure the Edit is set to NONE under permissions.
NQayyum on Februar 23, 2024
Hi I want to know if we can create/customize our company Type fields like prospect, partner, vendor . Because I want to create an option of customer in company type. Please note that I am using free crm tool.
3 Antworten
Berühmtheit | Partner
Februar 26, 2024 06:51
@NQayyum did you check the link I shared in my previous reply at all? ansehen
LMParker on Februar 21, 2024
In New Zealand and Australia, we operate under GST (Goods and Services Tax) regulations. In Australia specifically, it's a legal requirement to explicitly mention GST on a quote. However, when dealing with multi-year deals, there's a unique cons Beitrag ansehen
1 Antwort
Februar 21, 2024 04:34
Hi @LMParker , Thank you for your valuable suggestion! I have observed a similar concept already under discussion in our Ideas Forum: Tax...Beitrag ansehen
AntR13 on Februar 17, 2024
Is there a way to enter a value manually on the line entries for items. In particular, on the picture below, I want Colour and Size to be free text. Thanks
5 Antworten
Accepted Solution
Februar 19, 2024 05:47
Unfortunately you can't customise the Create a line item form currently. You can archive any custom properties that have been created in the int...Beitrag ansehen
Justin_Graci on Februar 15, 2024
On Feb 27, HubSpot and elite solutions partner, New Breed, are hosting a sales-focused event for revenue leaders and sales professionals. During this event , you'll learn about: The optimal process that can increase sales effici Beitrag ansehen
0 Antwort
dlaguna-AbH on Februar 15, 2024
We need to make an automatic deals rotation taking into account the time of creation of the business. That is, business between 8AM and 2PM to one person and business between 2PM and 10PM to another person and finally from 10PM to 6AM to another per Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 15, 2024 07:26
Hi @dlaguna-AbH , The solution to this is surprisingly simple: You would simply use two workflows and specify in the workflow settings what th...Beitrag ansehen
Allis on Februar 15, 2024
Hello, we have added contact information and companies to HubSpot. Every time we receive a new email, the email address is always automatically saved to our contacts, even though we don't want them to be saved to our list. How can I remove this?
2 Antworten
Vordenker/-in | Gold Partner
Februar 15, 2024 06:33
Hey @Allis if you are using an email from the Inbox the default use is to create a contact (no turning off here) If you are using the sales ...Beitrag ansehen
LH3 on Februar 15, 2024
Hi! How do you track LinkedIn activities (e.g., direct messages, connection requests sent and accepted)? I cannot choose LinkedIn activities from our list of activities in HS. Also, can you track only Inmails or also non-Inmails? Thanks!
1 Antwort
Accepted Solution
Berühmtheit | Partner
Februar 15, 2024 04:25
Hi @LH3 , There aren't any options at the moment beyond logging a note instead - which is not ideal. However, the product team is open t...Beitrag ansehen
AKara on Februar 15, 2024
We have an issue with our customers wanting separate quotes. One for licenses and one for services, this makes the line items dissappear for each quote that we do. This affects us as we use the values under the product line items to calculate th Beitrag ansehen
5 Antworten
Accepted Solution
Koryphäe | Elite Partner
Februar 19, 2024 09:29
Thanks for the tag @PamCotton . I would hav shared the same advice for @AKara - customizing a quote template is likely the route here. That might ...Beitrag ansehen
MDubuc on Februar 15, 2024
Hi Hupspotters! We are starting to use hubspot for Quotes, hence our product "line items" from the catalog are used within the quotes. I can not find a way to have the product name and description in multiple languages ? is the only way to do that Beitrag ansehen
2 Antworten
Februar 15, 2024 20:23
Hey @MDubuc , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over conten...Beitrag ansehen
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