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Annedj on February 06, 2023
[Meeting calendar Embed] Remove freemium widget
Hi Hubspot team 👋 We are on a Marketing Enterprise and Sales professional account and need to embed several Sales Meeting calendars onto our website. Yet this always adds a freemium at the bottom `Create your own meeting booking page` li read more
Reply Meetings
0 upvote
0 Reply
mzebib68 on February 06, 2023
Deal Collaborator - automated synch
Hi, I was very happy when I turned on this option on our account because it was something I was waiting for a long time but since, I'm frustrated.... why is this this functionality only manual? In my scenario I want to set as collaborator read more
Reply Deals
0 upvote
0 Reply
Solved
RichardOrgan on February 05, 2023
Create Meeting in App
My Sales team are unable to create a meeting with a current contact or prospect through the App on the phone. I believe this would be an essential ingrediant as the App is supposedly designed to enable the Sales team to be more autonemous when out read more
Reply
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 05, 2023 21:24
Hi @RichardOrgan , You're correct, this is currently not possible. Other users have requested this before but as of April 2020 the product tea...read more
ArdenM on February 03, 2023
Date Format For Setting Dates In Workflows
Hey folks! I'm trying to use a Custom Code Action to generate a date 60 days from the date of workflow execution, and then copy that to a date picker property (using the copy value to property action). However, no matter what format I set the date a read more
Reply Workflows
0 upvote
0 Reply
katherineladue on February 03, 2023
Deal stage comparison report
We have a client who has two pipelines - Sales and Customer Success. When a deal reaches closed/won on the Sales pipeline, a new deal is auto-created on the Customer Success pipeline and assigned to a CSM team member. The deal owner from the Sales d read more
Reply Reports
0 upvote
0 Reply
AS11 on February 02, 2023
Required stages/properties when deal goes bakwards
Hi everyone, Does anyone know if there is any way to apply required stages/properties when deals go backwards in stages? Thank you!
Reply Deals Properties
0 upvote
1 Reply
franksteiner79
Guide
February 02, 2023 22:04
Hi @AS11 There isn't. In a way it would prompt for the same fields that are already defined. On a different note, I would strongly advise ...read more
TexasYes on February 01, 2023
Customizing Product Descriptions in a Quote
Does anyone know if it is possible when building a Quote to have a place for custom language under each product line item that comes from the library? In other words, perhaps the line item is generic and so built in the library (such as "Landing Pag read more
Reply Enterprise
0 upvote
1 Reply
DianaGomez
Community Manager
February 02, 2023 10:24
Hi @TexasYes , Thanks for reaching out! I wanted to add some experts to our conversation. Hi @johnelmer , @Josh , @himanshurauthan ...read more
Solved
LLuik on February 01, 2023
Is it possible to limit booking meetings to work emails only?
Hello everyone! Does anyone know if it is possible when using the meetings feature to only allow people to book meetings if they are using a 'work' email (aka no google, yahoo etc.). Thanks 😉
Reply Meetings Sales
1 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 01, 2023 06:06
Hi @LLuik , This is currently not possible but has been requested already by many other users: https://community.hubspot.com/t5/HubSpot-Ideas...read more
IPaksoy on January 31, 2023
How to edit Pipeline's Internal Value?
Hi there! While managing the stages after creating the pipeline, some of the internal values are using words and some are numerological. Starting from here, I'm going to ask if there is a way to edit or change the Pipeline Internal Values. If s read more
Reply
1 upvote
2 Replies
danmoyle
Thought Leader | Elite Partner
January 31, 2023 06:02
@karstenkoehler for the win. Once a stage (or property) is created the internal value is set, @IPaksoy I'd definitely upvote the idea though. ...read more
Simoneponti89 on January 30, 2023
Discount for products
Hello, I'm trying to find a way to create a family of products that automatically have a discount applied to them. For example, if a customer of mine has purchased product A and I want to cross-sell, a discount is automatically applied to pro read more
Reply Professional
0 upvote
1 Reply
MrJustinGivens
Top Contributor | Partner
January 30, 2023 14:02
Hey @Simoneponti89 , are you referring to discounts on line items and quotes?
MIacovazziPau on January 30, 2023
Predicting a deal amount automatically
Hello, I would like to be able to take the # of employees from a contact or company property and create a formula to create the amount of a deal automatically. For example, # of employees x $45 x 35%. This is to save time on our sales team read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 30, 2023 11:10
Hi @MIacovazziPau , Yes, this can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-propert...read more
MyriJen on January 30, 2023
How to Download A List of Everyone who "viewed" a document?
I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more
Reply Enterprise
0 upvote
2 Replies
SauravRoy
Participant
February 01, 2023 16:07
Hi @MyriJen , This is currently not possible using the "Documents" tool, but you may consider using the CloudFiles extension to achieve this in...read more
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