Hi, I need help finding out how to change a sales rep's name on an existing quote. I want to do this (a) when reps leave or (b) when traveling, and we must create one when they are in transit. We have been rewriting quotes from scratch, which is a Beitrag ansehen

Looking for a few suggestions without having to build the API myself. Let me know.

How can I see the company while creating a lead in Prospecting Workspace? In case of contacts that have the same name and surname it is not possible to see which company they are assigned to.

Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta Beitrag ansehen

In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the Beitrag ansehen

Hi there We need to have different quotes templates. What I didn't discover so far is, how (as a user) to choose from the different templates, when the user is in the process of creating a quote. The way I did it: deals --> quotes --> add Beitrag ansehen

Hello, we are using the new prospecting Lead tool. Basis is company (not contact). I am wondering: - where do I find the disqualification reasons - where do I find the Lead disqualification notice - and how can I implement the diqualification r Beitrag ansehen

We want to segment leads based on the type of product we can offer them. Would it be possible to use the lead type property for this? Would we be able to setup reporting showing the amount of leads received per month, by type of lead and per Beitrag ansehen

Hi, Can anyone advise how to create new pipelines in the prospecting tool? Thank you. Daniel

Hi all. I am an business development agency. My main function is finding business that wants to work with the companies I represent. I have 11 companies that I represent. Any business that I find that might be I interested in 1 or the 11 Beitrag ansehen

Is there any way to pass meeting information to a redirected custom confirmation page? Right now if we have enabled a custom redirect, it just shows this simple confirmation icon for 3s and then redirects to our url with a bunch of tracking paramete Beitrag ansehen

Workspaces -> Prospecting -> Your Leads If I change lifestyle stage to lead or lead status to new or open it does not auto populate to "your leads". How do I this from the contact record and quickly?