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MCoughlan6 on March 30, 2023
Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a read more
0 upvote
1 Reply
Participant | Diamond Partner
March 30, 2023 07:04
Hey MCoughlan6, you can create a pipeline stage called "Pending Approval" that automatically creates a task for the approver to check the deal. Once more
EFalkenhaug on March 29, 2023
As you can see in my screenshot; We create quotes for our customers where we set a (1 single) price item for 1 product, without the "1 x" in front, as this is merely a way to set/show a price for our customer, and if there are no products listed read more
0 upvote
0 Reply
Bethgill on March 29, 2023
Switching to Hubspot from another live chat platform, I'm having trouble finding a true proactive live chat feature. Is there a way to see a list of live shoppers on the website and directly reach out to them without using a chat bot? We are missing read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
March 29, 2023 08:15
Hey @Bethgill , thanks for reaching out! The HubSpot chat tool has some settings that may be helpful here ( check out the 3. Display - more
Alvin-Chan on March 28, 2023
Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our Deal editor experience, specifically related to how ARR/MRR/TCV and Totals are calculated, and any pain points you're experiencing with the ex read more
0 upvote
1 Reply
March 28, 2023 14:03
lmarshall on March 28, 2023
Deal filters have stopped working correctly. Seems to have happened sometime in the past couple of months when a big update was applied (at the same time the functionality to drag a deal to a different column became extremely slow)
0 upvote
5 Replies
March 30, 2023 06:36
Thank you for your helpful reply Karsten! Yes I am referring to the deal owner field (i.e. when the filter is set to one deal owner, but the leads more
DStoenescu on March 28, 2023
Hi, I am trying to create a workflow, but I do not seem to find it. Online it states it should be in the automation menu, but I can only see " Sequences". I have the Sales Hub Professional, so from what I understand, I should have access to it. read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 28, 2023 07:32
Hi @DStoenescu , Are you a super admin in your portal? If not, I'd recommend reaching out to an admin to check whether they assigned workflow more
NMackle on March 28, 2023
Hi everyone, We use the meeting tool to enable customers to book meetings in our calendars (linked with Microsoft Outlook). Is there a way to automatically link the Hubspot contact in the meeting description when they book a meeting? At the mom read more
0 upvote
1 Reply
Community Manager
March 29, 2023 07:30
Hi @NMackle , Thank you for reaching out to the Community! While it's possible to include additional contact information in the meeting more
RLehrhaupt on March 27, 2023
When creating a new note in a Deal object the only way I am currently aware someone can also attach the note to the associated contact on the deal is to click on the "associations" tab and manually search up and select the contact. Is there an opt read more
0 upvote
1 Reply
Hall of Famer | Partner
March 27, 2023 21:26
Hi @RLehrhaupt , Unfortunately not, no. For automatic activity association, HubSpot follows the rules laid out in this table: more
HSHoo1 on March 24, 2023
Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response read more
0 upvote
4 Replies
Most Valuable Member | Elite Partner
March 27, 2023 09:19
Hi @HSHoo1 You basically need to build a report with the calculated property as a data property. You can chose to plot it against some more
ColinC on March 23, 2023
Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i read more
0 upvote
1 Reply
Community Manager
March 24, 2023 03:00
Hi @ColinC , Thanks for reaching out to the Community! It is currently not possible to sync the discounted quote amount to deal records more
LLuik on March 23, 2023
Hello, Hubspot community! I know there is not an out-of-the-box solution for this but wanted to see if any other users have faced a similar issue and have any workarounds. We have a demo request form that is hooked up to our sales reps cal read more
0 upvote
1 Reply
Hall of Famer | Partner
March 23, 2023 09:24
Hi @LLuik , As far as I know this is currently not possible, unfortunately. Others have requested the ability to block free (or specific) more
RLehrhaupt on March 22, 2023
Under Sales > Meetings we have meeting calendar links setup so that others can book appointments. We give this link to a call center located in a different timezone so that they can schedule contacts when they call our hotline. We noticed that th read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 23, 2023 07:41
Hi @RLehrhaupt , This is based on the browser timezone and probably the system timezone of the call center agent. I'm not aware of any more
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