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KSweeney27 on September 21, 2023
Is there a way to move to the next deal stage if a quote is entered using HubSpot quotes? I looked at workflows, but there was not a clear way to do it based on a quote being entered. My best guess was a deal related trigger being Quote create read more
0 upvote
0 Reply
RAbelmann on September 21, 2023
0 upvote
2 Replies
Top Contributor | Partner
September 21, 2023 07:17
@RAbelmann Try to refresh your page if it does not work try to open your website on another browser like Google you can try cache clear more
AlexMenzies on September 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 read more
0 upvote
1 Reply
Hall of Famer | Partner
September 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 more
Melissa_Melo23 on September 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 upvote
1 Reply
Hall of Famer | Partner
September 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 more
Melissa_Melo23 on September 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 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 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 more
Shades on September 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 read more
1 upvote
3 Replies
Recognized Expert | Elite Partner
September 21, 2023 12:44
Hey @Shades hope you are doing great. Sorry to hear whats happening with your quote's export. I couldn't recreate what you are experiencing, more
TDaPron on September 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 read more
1 upvote
2 Replies
Thought Leader | Diamond Partner
September 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 more
MHussain8 on September 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 upvote
2 Replies
Top Contributor | Partner
September 19, 2023 03:07
Hey @MHussain8 Make sure you have enough permission to edit and publish your chatflow : more
SQasim3 on September 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 read more
0 upvote
1 Reply
Hall of Famer | Partner
September 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: more
Nward01 on September 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 upvote
2 Replies
September 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 more
KBixler on September 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 read more
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
September 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 more
JTurrell on September 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 read more
0 upvote
6 Replies
Accepted Solution
Top Contributor | Partner
September 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 more
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