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Solved
clatteberry on December 07, 2022
Is there a way to make the right sidebar fields (such as associated contact or company) required when a deal is created like you can with Deal Name or Amount?
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
December 07, 2022 11:01
@clatteberry Currently, there is not a way to make the associations required when manually creating a deal. Alternatively, you could create the de...read more
ScottVarner on December 06, 2022
Hi there, I'm trying to figure out the best way We can automatically send a txt message as a step in a squence. I am using the "CRM messaging" software From what I can tell, The only way to send an auto txt right now is via workflow. Wondering if read more
0 upvote
1 Reply
Guide
December 07, 2022 02:54
Hello @ScottVarner , No Doubt workflow is a right way for your ask, And I would like to add here that you can use SAKARI messaging tool also ...read more
Solved
edl on December 06, 2022
Hi all - In the past, the Tasks view would remember the tab you had last used and would load with that tab highlighted when you selected Tasks from the Sales menu or returned to the Tasks lists after editing something. As of this morning, it read more
0 upvote
5 Replies
Accepted Solution
edl
Member
December 07, 2022 08:02
...and the issue has mysteriously healed itself as of this morning. 😶
ArjenSchipper on December 02, 2022
Is it possible to add a optional bonus to a quote in HubSpot? (our case: if we reach target X, then we would be eligibe for invoicing a X amount of bonus) Thank you in advance!
0 upvote
2 Replies
Top Contributor | Partner
December 02, 2022 14:31
@ArjenSchipper Is there an issue you currently have by using the amount and setting it to zero?
BrooksNelson on November 29, 2022
As an agency partner (provider employee), our role is to operate and manage HubSpot for our client. We build workflows to automate responses for form-fills and other related activities, but it makes zero sense that we can't build a sequence without read more
0 upvote
2 Replies
Member
November 29, 2022 22:16
Thanks for the note. I’m aware of how it works. However, I don’t believe that it should be this way. An agency partner should not have to take up a se...read more
Solved
KierstenH on November 24, 2022
I'd like the ability to delay the start of a sequence, similar to how I can schedule the send of a regular email - I'd like the ability to delay or schedule the start of an email sequence
2 upvotes
2 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 21:31
Hi @KierstenH , You're correct, out of the box this is currently not possible. In terms of workarounds, there aren't any straight forwar...read more
EDia on November 24, 2022
Hi all, I export all my sales data from hubspot weekly and the labels have always been in the same order, barring someone having put an additional category for instance. Since last week, my labels have been completely misplaced, they are the same bu read more
0 upvote
5 Replies
Community Manager
December 08, 2022 00:48
Hi @EDia Thank you for your reply and the screenshots I am curious to know if you have the same behaviour for all views? Or just a spe...read more
KAgosta on November 22, 2022
Are there any potential updates to the current list of templates? We need to create a contract for corporate sponsorships. The quote template is too limited as it is designed. If not, are there any recommended contract software vendors? We're als read more
0 upvote
1 Reply
Community Manager
November 23, 2022 03:28
Hi @KAgosta , Thank you for your feedback regarding quote templates. This help article has the most up-to-date information on how to buil...read more
TMapes on November 18, 2022
Does anyone know why there is a limit of 6 months from the current date when enrolling a contact into a sequence? In other words, if today's date is Nov 18, and I want to enroll a contact into a sequence to start on July 1, the latest date availabl read more
0 upvote
1 Reply
Hall of Famer | Partner
November 20, 2022 21:41
Hi @TMapes , I don't know, I can only hypothesize. If scheduling in advance wouldn't be limited to a certain number of months, that could pote...read more
scarlex on November 17, 2022
Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde read more
0 upvote
1 Reply
Community Manager
November 18, 2022 03:51
Hi @scarlex Thank you for reaching out. I want to tag some of our experts here - @coldrickjack @himanshurauthan @jolle do you ha...read more
Looma_Cat on November 17, 2022
Hi all! We're implementing Hubspot Quotes and using the esignature functionality but I noticed the eSign Date personalization token is not functioning correctly. For all created, published, and signed Quotes the eSign Date is displayed as Decemb read more
0 upvote
1 Reply
Community Manager
November 21, 2022 05:07
Hi @Looma_Cat , Thank you for reaching out to the Community! December 31, 1969 is the default date properties revert to if no other date ...read more
Solved
BAdmin on November 17, 2022
Hi there, I want to be able to use the meetings functionality, however I am already syncing inbox for the same team gmail account that the calendar needs to sync with. I have read you cant sync the same account for both inbox and meetings. Is th read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
November 17, 2022 06:20
Echoing @karstenkoehler here. If you're wanting a group email for the meetings link (for group availability or passing meetings around), I'd instea...read more
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