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RAbelmann on Setembro 21, 2023
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 21, 2023 04:44
Hi @RAbelmann , This looks like a temporary or browser-related issue. Can you try: Clearing cache / cookies Opening the page in another ...Leia mais
AlexMenzies on Setembro 21, 2023
Hi there, is there an intention to widen the scope of the Group Meetings tool? A massive limitation is it's ability to only work with "paid seats", while I have lots of colleagues that are not in sales or marketing and that I need to work with a Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 21, 2023 03:10
Hi @AlexMenzies , I understand what you're saying and I agree. However I think that the paid-seat-principle is by design and one of the built-...Leia mais
Melissa_Melo23 on Setembro 20, 2023
Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to.
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 21, 2023 00:12
Hi @Melissa_Melo23 , If you want to be able to identify sutdents by cohorts / classes, I'd recommend setting up a custom property and assignin...Leia mais
Melissa_Melo23 on Setembro 20, 2023
Hi, I'm having a problem here, could someone please help me troubleshoot the following error occurring in this workflow I am creating " The property couldn't be set because the contact isn't associated with any target records." For more conte Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 21, 2023 00:15
Hi @Melissa_Melo23 , This likely has to do with the order of your workflow actions. Currently, you're trying to update a deal first before you...Leia mais
Shades on Setembro 20, 2023
As of July, when saving a quote, the product description doesn't start until page 2; almost like there is a page-break before the first product description. Anyone else run into this? Hubspot said the description was too long. They couldn't te Leia mais
0 avaliações positivas
0 Respostas
TDaPron on Setembro 19, 2023
Hello Community! We set the inbox up with a general outgoing email address as one does with Hubspot inbox. However, we would like to tailor this to be set based on the user responding to the customers. If it's a sales rep, I'd like the return em Leia mais
1 avaliações positivas
2 Respostas
Autoridade no assunto
Setembro 19, 2023 19:47
Thanks for the tag @PamCotton Hi @TDaPron , happy to help. The inbox is designed to have the same send to/from email for all conversat...Leia mais
MHussain8 on Setembro 18, 2023
I have learn hubspot sales software course. I have learn chatflow in hubspot sales software course but don't show this chatflow in my account.
0 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro
Setembro 19, 2023 03:07
Hey @MHussain8 Make sure you have enough permission to edit and publish your chatflow : mais
SQasim3 on Setembro 18, 2023
Hi community! Do you know how i can genrate ai funktion or an app with my client kontract cloumn in hubspot so that can see when i have a new kontract and then ai genrate a text about it and also a picture and if i agree with that picture or text t Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 19, 2023 00:07
Hi @SQasim3 , Which HubSpot tool are you referring to when you say "client contract"? HubSpot does have AI assistants, see here: https:...Leia mais
Nward01 on Setembro 15, 2023
Newbie! I am about to get started on our proposal template modification and personalization. Before I get started, I'd love to see your best proposal (custom) templates! We are in the DTC/Home improvement category. Thanks!
0 avaliações positivas
2 Respostas
Setembro 19, 2023 23:43
Hi @Nward01 , Proposals are a great thing to automate. We have an App that is on the HubSpot marketplace that enables you to automate and personali...Leia mais
KBixler on Setembro 15, 2023
We are struggling as we try to figure out how we can use the quote feauture within Hubspot. Our pricing is not neceasirilly per unit based (product price x unit price) etc.. Ours is fee based so simialr to how one might price for merchant services Leia mais
2 avaliações positivas
5 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Elite
Setembro 20, 2023 12:41
Hey @KBixler hope you are doing great. I think what you are looking for is using a special deal property that has the percentage you are going to...Leia mais
JTurrell on Setembro 14, 2023
I'm looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible? I know it's possible to see in every contact record but I'm looking for an overview so we can evaluate conversions against Leia mais
0 avaliações positivas
6 Respostas
Accepted Solution
Top colaborador(a) | Parceiro
Setembro 14, 2023 11:14
@JTurrell Yes, you can filter your Contacts and save them in your view here is a filter : Let me know if you have any fo...Leia mais
GDSolutions on Setembro 14, 2023
I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflo Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Top colaborador(a) | Parceiro Diamante
Setembro 14, 2023 06:49
@GDSolutions maybe you can play with the "Next activity date" property? Combine it with Activity Type and create date?
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