Can a Deal property be referenced in any way to define a number of product line items to be included on a quote?
Currently we sell implementation of a Software called SumoQuote - a CPQ software that allows us to define the quantities of a dea read more
Our chat is working fine. I have 3 salespeople on the team to receive the chats. Even when multiple of them are marked as available it is always assigned to the same salesperson. So only one salesperson gets alerted and assigned of the new chat. I'd read more
Hi, I am trying to change my closed lost reason from a textbox to a dropdown selection, but I am having issues. Hubspot is telling me there are 158 deals using this property so I can't edit it until the deals are removed, but these deals are not sho read more
Good Evening All, I am trying to obtain a visitors telephone number using the chat bot for my website, I've followed the guide here . However, when I go to Conversations > Chatflows then click Edit, I don't see the + icon it shows on k read more
It would really help if there was a Next button for outbound calling through a List to avoid having to press back and then find the next record. The other option is to go through Tasks but then it's impossible to ringfence a certain list that w read more
I had changed settings in the general tab, changed account defaults in general, and user defaults both to India but when it comes to calling it is showing the wrong country code. Our team project is starting tomorrow and we are facing this kind o read more
Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. Here is the scenario in detail: We are running a campaign that pushes contacts to a landing page where the read more
Hi there. I fail to find any documentation / guidance whether you can customize the format of dates on a quote. Our company sells to german market and german format of a date is DD.MM.YYYY. Despite german date and number settings under Profile &a read more
Hey, We use Calendly as our scheduler but haven't been able to get our "date demo booked for" to automatically be populated in hubspot when a deal is created. We have the Calendly - Hubspot integration active, is there a way for this to happ read more
We are looking to ensure that a sequence excludes contacts we have previously enrolled into another sequence. Essentially we are trying to prevent contacts that may overlap on lists being sent duplicate email. What is the best way to set up a rule read more
It would be helpful if we could customize the field(s) line items within the 'create deal' mask to display custom product properties etc.
Further, it would be great if we could define/select what products should be displayed first read more