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DCrinnion on März 26, 2024
Hi All, Very quick one, I was wondering if there is an audit log of who created templates in Hubspot. One of our SDRs has been made Template owner however they are adamant they haven't created any and just need to know who has created them and p Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Autorität | Diamond Partner
März 26, 2024 10:47
@DCrinnion In the owner section here you can see who created the template from your internal team.
JaviRubio on März 26, 2024
Hi everyone, I would like to know if it's possible to: Set a default value for the "Billing Start Date" property in the line item editor. Our contracts always start on the first day of the next month so it would be great that this field is pop Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
März 26, 2024 18:37
Hey @JaviRubio , thank you for posting in our Community! You can work around this by creating a custom property for your deals or quotes spe...Beitrag ansehen
sboerstler on März 26, 2024
Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed. Here is our my specific use case. In associated line items on a deal, there is a Beitrag ansehen
0 Likes
2 Antworten
Vordenker/-in | Platinum Partner
März 28, 2024 04:51
Hey @sboerstler if you think that this would be a good idea for the product team to improve how Deals and Products work together, you can post t...Beitrag ansehen
Gelöst
PlanetPluto on März 22, 2024
In Deals, I find the "View Property History" in the 'Actions' dropdown quite useful. Particularly because it has a search box. When I put in Deal Stages in the search, it shows all the transitions with the dates. Nice. However, when my deals Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 22, 2024 01:17
Hi @PlanetPluto , Generally, HubSpot expects deals to stay within one pipeline, not to switch from one to another. By moving between pipelines...Beitrag ansehen
JWMH on März 21, 2024
Hello, I am looking for the right combination of filters/custom fields/workflows etc to identify/flag/notate the deals that are created that have also had a meeting occur. I am trying to use the deal create date as the starting point and then if Beitrag ansehen
0 Likes
3 Antworten
Mitglied
März 22, 2024 10:55
@Jonno_Price @BérangèreL Thank you so much for responding. The issue that I am seeing is, if there is more than 1 deal open at a time or if a pot...Beitrag ansehen
ABhatt3 on März 20, 2024
I want to create a workflow for a specific type of automatic email reply. So, I get intro'd to a client from another individual, let's call him John. I want to automatically reply to the client with an email template I've created. How do I do that? Beitrag ansehen
0 Likes
4 Antworten
Mitglied
März 22, 2024 12:21
@karstenkoehler How would I rigger a contact based workflow off an associated conversation? I need help with doing that. Would I have to create a ...Beitrag ansehen
Gelöst
DCrinnion on März 19, 2024
Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
März 19, 2024 15:48
Thanks @DCrinnion - when you set up conditional logic, you can also specify whether the field should be required, see below: h...Beitrag ansehen
Gelöst
Emelie_ on März 19, 2024
Hi, We are missing some countries in the "create deal form" and I wonder how we can include more countries to choose from? Thanks in advance!
1 Likes
4 Antworten
Accepted Solution
Berühmtheit | Partner
März 19, 2024 10:08
Hi @Emelie_ , I'm not aware of a default country property on the deal object. I presume that this is a custom deal property that someone in yo...Beitrag ansehen
MDeKoeyer on März 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c Beitrag ansehen
1 Likes
1 Antwort
Stratege/Strategin | Partner
März 19, 2024 06:29
Hi @MDeKoeyer , Because a sequence is related to a contact, the tasks being created are only linked to the contact and not the contact's comp...Beitrag ansehen
Shams-hibooks on März 18, 2024
I created a meeting but forgot to add a Zoom link and two other attendees. How do I edit the meeting to include the Zoom link? The meeting has already been accepted. Please note, that the attendees are not in Hubspot but are outsiders.
0 Likes
7 Antworten
Stratege/Strategin
März 19, 2024 10:02
Good deal, and you're welcome!
ecancil on März 18, 2024
We have a ticket that we use the API to add tasks to between 20-50 times a day. Over the last few days not all tasks have been displaying. As I scroll sometimes they load at the top (where they should have been to begin with), other times they Beitrag ansehen
0 Likes
2 Antworten
Mitglied
März 19, 2024 12:27
@BérangèreL Hi, thank you for your reply. The tasks I am mentioning are all new tasks. All of them have been posted by the API. The user is...Beitrag ansehen
MFish on März 14, 2024
I have created a form to use internally with our sales teams to request support from our Account Management team. I want to add these forms to the company object so the sales team has easy access to them. I am okay with a activity button (don't know Beitrag ansehen
1 Likes
8 Antworten
Stratege/Strategin
März 15, 2024 12:08
At the end of my GIF building the workflow after selecting 'Review and publish', you'll select 'Yes, to enroll existing companies...'. This will popu...Beitrag ansehen
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