Sales meeting scheduler product feedback + idea: Ability to control meeting start times (:00 and :30 only). My booking pages offers options for calls that start at :15 and :45, so my calendar ends up with awkwardly offset meetings (e.g., 1 Beitrag ansehen
Hi HubSpot team, My Meetings tool appears to be broken at the account level.
My Google Calendar is connected and Meetings is enabled, but attempting to open or edit Meetings returns:
“That object was not found or is unavailable.”
The default m Beitrag ansehen
I feel like I have a pretty unique case. My company uses Hubspot to execute all of our Sales deals around our products, so there's a whole process around contract execution and signing, etc. But we sell badges for our event completely out Beitrag ansehen
Hi @annecaylin , this isn’t that unique actually, I’ve seen this pattern a lot with events and hybrid revenue models.
You’re thinking about i...Beitrag ansehen
Hello everyone, Here’s my situation: we handle up to 100 quotes per day (Deals), and the same contact may be associated with multiple Deals. I need an automated follow-up sequence of three emails over a five-day period, with each message sent by Beitrag ansehen
@Felipeboll my bad, I hadn't thought of that - no, you would still need a deal-based workflow as that's the only way a contact will get one email p...Beitrag ansehen
When I am trying to log call earlier to 30 days it is showing "upgrade to log call prior to 30 days". Even calls before 30 days are not visible under call (under activities section) of deals. This was not the case earlier. Why is it happening now? Beitrag ansehen
@SSingh822 from what you described, that is expected behavior. HubSpot imposes strict limits on free users. The moment you upgrade, these limits ar...Beitrag ansehen
Hello - I want to add a step to an existing sequence that is finished. Am i able to do this and if so, how would i re-enroll the contacts back into the finished sequence to resume it?
Hi @MTarnovsky ,
Sure, you can edit existing sequences and make changes to them. Contacts who have already completed the steps will not experi...Beitrag ansehen
Hi @GoldGorilla ,
You're right - this should be working as per the knowledge base article on the global search: https://knowledge.hubspot.com...Beitrag ansehen
I need to create a workflow in which I check three yes/no fields and increment a (4th) number field by one for each yes. I've tried every way I can think of, as well as scouring the web, but for some reason the number field just won't increment (e Beitrag ansehen
@AdamJMercer thank you - as I said, I would approach this with a calculation property. Have a look at the documentation and give it a try with the ...Beitrag ansehen
Hi Team, We currently have an annual subscription model, and throughout the year additional events may be added. Each added event sales will create a new deal in HubSpot. Is there a way to manage this subscription so that we have one primary de Beitrag ansehen
Hi @AMoss4
I see this setup a lot with annual subscriptions that expand mid-year. HubSpot will let you keep one primary deal as the “contract ho...Beitrag ansehen
Hi HubSpot Community, I am running into an issue where I cannot create a new Sequence, even though it seems I have all the necessary requirements. Here is my current setup: Portal Plan: Sales Hub Professional. My User Seat: My admi Beitrag ansehen
@DKushnir can you ask them to pass on a screenshot of your permissions (like mine)?
If you want to create sequences, you need the edit togg...Beitrag ansehen
Hello! I have a sales pro user that has access to multiple pipelines (based on the way our sales process is, she needs access to many but only adds deals to one). We have tried many things and for some reason, HubSpot won't remember the previo Beitrag ansehen
Hi @cheymar1776 ,
As far as I know, no, there aren't any specific settings for individual users that would remember a previously selected pipe...Beitrag ansehen