Hi, I'm working through HubSpot academy and first thing it shows in Sales Software Certification is the Prospecting Dashboard, but that's nowhere to be seen on my setup. I'm using the Sales Pro Trial and I have a Sales Pro Trial seat assigned to my read more
Hi @PMcKinley ,
This might be outdated naming, it's now called the sales workspace: https://knowledge.hubspot.com/prospecting/review-sales-ac...read more
Trying to create a list "companies w/meetings" so I can use it with another list called "companies wo/meetings" Ex: Company does not exist in "companies w/meetings". The goal is to use it in workflow to understand when companies don't have meeting read more
In the Lists tool, it would be very helpful to be able to save the column view and make it to where it is only editable by the owner of the list. Right now, I share lists with my team and have to ensure that everyone updates their column views to ge read more
Hi @ETwibell ,
This is currently not possible but you could request it in the HubSpot Ideas section of the community: https://community.hubsp...read more
I unenrolled some contacts from a sequence but they ended up getting a sequence email a few hours later. I am the Huspot admin. Any ideas what may have happened? Are sequence emails queued by Hubspot and unenrolling doesnt effect those? I am at a read more
Hi @RhoadesM ,
There have been some threads in the community in the past, if I recall correctly, coming to the concultion that sequence emails...read more
Hi Community, I’m experiencing a persistent issue with PDF document thumbnails in the HubSpot Documents tool and would appreciate any help or insights. Background: Last year, I uploaded a PDF to HubSpot Documents. Recently, I noticed that read more
Hi @JackDal ,
This sounds like it could be an issue with compatibility, file corruption, or rendering. I would try one or both of these, if ...read more
I am trying to create a Lead Source propety using the property sync field type. But I keep getting this error message. I have managed to set other properties using this exact method.
Hi @Hyroxware ,
If you’re getting errors trying to sync the Lead Source property, it’s probably because HubSpot doesn’t allow syncing with syst...read more
Hi Support, I'm currently working in the Leads section of the Sales Workspace and running into an issue. I'd like to create filtered/views using Contact properties, for example, to see all Leads associated with Contacts based in the UK. Sinc read more
hi, what is the purpose of adding contacts when you see the lead in workspace. even if the company has associated contacts they don't appear there, and if i add the contacts, i still have to assign the contact, as it don't appear in the lead line. read more
Hi @EGONZALOPALOM
Leads can be created related to contact or companies.
And specially when you create a LEAD from a company, you want to know ...read more
We have a round robin calendar five users have used successfully to balance meetings for >1 year. Yesterday, the calendar broke - you can pick a day/time, fill out the form, but upon form submission it takes you to an error page with the "Well T read more
Hi there, so we actually tried all of the above before posting here. None of those steps fixed the problem. Oddly enough, our DBA found that ...read more
One of our most successful lead gen processes is 'book a demo/pilot,' which depends on MEETING SCHEDULER links. I have built out about 7 different ones, used for different geographies, conferences, website, seasonal campaigns. They are all set read more
Actually I just FOUND OUT that I CAN transfer Meeting Schedulers!! Maybe this is new? I feel like a bit of a dummy, but I'll leave this up anyway ...read more
Problem: when someone fills out the Meeting Scheduler Form, they automatically override their existing Contact Property. For example our client Robert Smith set a meeting and filled the Meeting Scheduler Form as his First Name is Boberino an read more
Hi @SGilligan , Turn on “Pre-populate fields with known values” This makes sure that when an existing contact (like Robert Smith) books a meeting...read more