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Solved
vc16 on May 26, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 26, 2022 21:41
Hi @vc16 , Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" ...read more
RLundstrom on May 26, 2022
Morning everyone, I'm hoping I can get this figured out. We utilize the online booking/meeting tool. We have several sales reps. The meeting is setup to be round robin so that each new booking gets randomly assigned to the sales reps. read more
0 upvote
1 Reply
Hall of Famer | Partner
May 26, 2022 09:31
Hi @RLundstrom , Yes, there is a feature exactly for this called Round Robin in HubSpot, see here: https://knowledge.hubspot.com/meetings-too...read more
JesseP on May 26, 2022
I have a startup company in the SAAS sector for the recreation management industry. We have our standard contract terms and conditions that need to be signed with the quote. I am currently using HS Quoting tool with the e-sig. What are you all do read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2022 06:55
Hi @JesseP , Using a custom quote template is the best solution for lengthy T&Cs when using HubSpot quotes. For smaller sets of te...read more
RidzertSTAXS on May 25, 2022
Hi, Hubspot is recording all calls for all contacts within some companies. I can stop recording during a phone call, but at the start of every new call, the recording starts again automatically. This is the other way around with all other compan read more
0 upvote
1 Reply
Community Manager
May 26, 2022 12:53
Hi @RidzertSTAXS , Thanks for reaching out! There is a setting that we can turn off to prevent call recordings (see screenshot below). I...read more
Solved
AnastasiaBi on May 24, 2022
Hey guys, Do you know if there is a way to add country property to a task view? In our workflow, we work on the different regions, and I am struggling to assign tasks to my team, as I'm not able to choose in the task view specific countries of the read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2022 23:52
Hi @AnastasiaBi , This is currently not possible but has been requested by many users already: Custom properties for Tasks I'd recomme...read more
Solved
vc16 on May 24, 2022
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 24, 2022 21:09
Hi @vc16 , You're correct, you can display 4 fields and freely choose two of them by following these steps: https://knowledge.hubspot.com/crm...read more
AGanan on May 23, 2022
We want to have the ability to be able to assign multiple users to be Approver for quotes. We were in a situation where we needed to approve a quote right away but the user was not available until the next week. We want to be able to have at least 1 read more
1 upvote
1 Reply
Hall of Famer | Partner
May 23, 2022 12:01
Hi @AGanan , This is currently not possible but the HubSpot product team is planning to develop this, see here 🙂 Best regards!
Solved
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
3 Replies
Accepted Solution
Top Contributor | Platinum Partner
May 20, 2022 05:41
Hi @Latha , A few questions here : - how is the date calculated ? Is it a fixed amount of days/months ? Is it the same for all the deals ? ...read more
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
1 Reply
Community Manager
May 20, 2022 00:54
Hi @KJonsson Thank you for reaching out You can customize quotes templates by following those steps . You can for example reorder the line...read more
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
1 upvote
0 Reply
Solved
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
5 Replies
Accepted Solution
Community Manager
May 20, 2022 14:25
Hi @NGhaffar , Thank you for providing the screenshot of your import file! I noticed in your Excel sheet a small difference that might...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.
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