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Solved
KDurden on August 11, 2022
Merge Deal Types?
We have two deal types that really should be one. Is it possible to merge two deal types?
Reply Starter
0 upvote
1 Reply
Accepted Solution
Chriso-mwx
Top Contributor | Platinum Partner
August 11, 2022 08:07
Hey @KDurden , you can merge any two property values into one by going into the settings and to that specific property you want to modify. Se...read more
Stijn on August 11, 2022
SaaS subscriptions tracking
Hi, First of all, I'm referring to software subscriptions, not the communication subscriptions in CRM. We are a SaaS company, using Marketing Hub professional, Sales hub Starter, Service Hub professional and CMS professional. We sell subscri read more
Reply Professional
0 upvote
3 Replies
danmoyle
Recognized Expert | Elite Partner
August 11, 2022 08:44
That's true. Fortunately, Stripe integrates with HubSpot (it's actually the architecture for Payments) so you should still be able to use it as a sub...read more
Dalton on August 11, 2022
HubSpot Mobile App - Business Card Scanner options
The business card scanner is a great feature in the HubSpot app, espeically when our team is at events. However you cannot add additonal details that you want after scanning the business card. For example, if I scan a business card at an event read more
Reply CRM
0 upvote
1 Reply
danmoyle
Recognized Expert | Elite Partner
August 11, 2022 05:47
Hi @Dalton . Quick thought - I'd add your feature requests to the Ideas Forum . HubSpot product teams keep an eye on those. As for how to ma...read more
KLe4 on August 08, 2022
Billing Frequency - Hourly
Hi - I noticed there wasn’t an hourly billing frequency option when creating a quote. Will HubSpot be making that a dropdown opion in the near future?
Reply Billing
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
August 08, 2022 21:21
Hi @KLe4 , There is an open request to the product team here: Customize the Billing Frequency options when creating a new product As ...read more
CSPresson on August 08, 2022
Association - Expand Data Pulled in Drop Down List
Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a read more
Reply Custom Objects Enterprise
1 upvote
1 Reply
MandyDROS
Top Contributor | Diamond Partner
August 09, 2022 08:18
Hello @CSPresson , Can I get a bit more detail about what you are looking to associate? Are you associating one object to another? Is...read more
Solved
EGardner5 on August 07, 2022
Multiple entries for the same contact keep occuring.
I have a situation where I am getting multiple entries for the same contacts. I keep deleting the new entries but they keep popping up a few days later. How can I stop this from happening.
Reply Professional
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 07, 2022 21:46
Hi @EGardner5 , In that case, you'd have to find out who set this up or who installed this integration. This information is unfortunately not ...read more
JSteg on August 07, 2022
Round Robin for Hubspot User of one Team
Hi there, I would like to build a sales pipeline automation so that Leads get a hubspot owner attributed in a round robin principle, BUT - We need to restrict what the people can see. Thus we so far put the 3 of them in a seperate team from read more
Reply Professional
1 upvote
7 Replies
JSteg
Member
August 10, 2022 03:18
Thank you so much! Quick clarification: Josh and Anna/Sarah are operational in different teams, but they are all in the same hubspot team group, beca...read more
Welham3 on August 06, 2022
View total calls made in a deal
Hi There I really can't find a solution to this. I want to be able to view the number of calls made in a deal. I know there is no of time contacted that counts all emails etc... But I just want to view the number of calls. One of the main r read more
Reply
1 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
August 06, 2022 23:18
Hi @Welham3 , There are various ways to approach this. If you have access to a Professional subscription, you could create a custom report tha...read more
Bwillyrich on August 04, 2022
Workflow on most recently closed deal
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
Reply Deals Professional Sales Workflows
0 upvote
6 Replies
coldrickjack
Participant | Elite Partner
August 05, 2022 06:34
No problem, I don't believe that will be an issue. 🤔 So long as your team is working the most up to date deal as soon as it meets the rules define...read more
NBailliache on August 04, 2022
How to manage people that change company?
Hi everyone, curious to know how you manage a contact on hubspot when the person change job? Do you create a new contact on the new company, do you add both company under the same contact? Any best practices that has made sense for you?
Reply
0 upvote
3 Replies
Jnix284
Key Advisor | Partner
August 05, 2022 05:17
@NBailliache cell phone is definitely easier to manage, if it is causing them to show as duplicates, you could create a property called "previous c...read more
Solved
GBhawnani on August 03, 2022
How to capture qualifying questions on hubspot based on lead stage?
I am looking to setup an automated process on hubspot that prompts the reps to capture details on certain qualifying questions on hubspot. Would really appreciate if someone could guide me on the best way to achieve the same or point me to a re read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
Levi
Top Contributor | Elite Partner
August 03, 2022 21:42
Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link . Otherwise you need to setup require...read more
MSavino8 on August 03, 2022
How can I retrieve my old templates?
Our org recently moved off of the paid version of Sales Hub onto a free account. However, I'm trying to retrieve my old templates and the account only shows the first 5 I've ever created (I had dozens in there). Is there anyway I can retrieve the ol read more
Reply
0 upvote
1 Reply
danmoyle
Recognized Expert | Elite Partner
August 04, 2022 05:41
@MSavino8 because you went from paid to free, you're limited as to what you can see. Best case would have been to grab all the templates before tha...read more
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