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Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up one a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn't Lire la suite
Hi @EMoleiro5
as Phil is telling you
this is the standard procedure.
Why is like this? Because reps can always complete or confirm the infor...Lire la suite
Hi, is there a way I can add a custom activity? There are the standard ones like call, LinkedIn message etc, but I would like to add a couple more for reporting. Such as, 'connected back' on LinkedIn. TIA!
Hey @LVarley
so for the moment its not possible to create a custom activity.
You can use a custom property that you can use in reports.
Or y...Lire la suite
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ Lire la suite
Hi @MattyB24 I'm not able to view the google doc you linked - and I'm not sure if you want to recreate the google doc info in HubSpot or surface it...Lire la suite
Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi Lire la suite
Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 17, 2024 08:55
@AQuinn19 that won't work, I'm afraid. There isn't any way to reference an open from an email in a specific email, at least none that I'm aware of....Lire la suite
Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF
Hey @PSingh842
IT depends on how the template its built
just check that the Headline lines rows are visible
and that appear before each prod...Lire la suite
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi Lire la suite
@BérangèreL @jayfeitlinger I think it would be nice to have meeting templates that could be configured in the account and make it easier to creat...Lire la suite
With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the Lire la suite
Hey @MMatschke thank you for reaching out.
In HubSpot, the default behavior for custom objects is to display the "Add Existing" tab when navig...Lire la suite
Hello, Was there a recent update that causes Close Dates to be automatically removed when the HubSpot Deal Stages are updated? My team started to experience this issue last week. Specifically when Deals are updated to the 'Qualified' stage, Lire la suite
Hi I have set up a Zoom Booking feature with Hubspot. The initial booking is fine, but when I click on the link to reschedule an appointment it will let me select a new date and time but then the contact form is unfillable, so the changes then can't Lire la suite
Hey @HSmith90
this is the standard way of working for the reschedule option
why? because as the contact has already completed the information ...Lire la suite
It'd be useful to have in the lead prospecting space, the ability to add a column for original source of lead or drilldown. Also would be useful to have that on the lead contact when reviewing the contact without having to go into the contact reco Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 11, 2024 00:13
Hi @BRoiall ,
This is unfortunately not possible at this stage. You can however request this here: https://community.hubspot.com/t5/HubSpot-I...Lire la suite
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim Lire la suite
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...Lire la suite
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