I've made several snippets and the personalization of "Contact: First name" works just fine. However, "Contact: Company name isn't". I've tried using the snippet on several contacts and the same problem happens. The contact is associated to read more
Hi @BHopper8 ! I think the issue here is that you are trying to populate the Company Name from the Contact Object. HubSpot doesn't automatica...read more
We have some fantastic news to share: HubSpot now lets free Marketing Hub users integrate a second ad platform into their accounts. And guess what? LinkedIn is just as excited as we are to take advantage of this great feature and acquire read more
Hello, I need help to assign a custom 4 or 5 digit number that gets created when any deal is created. This would function as that deal's record ID for our project management, Any solution would be accepted, ideally starting with a set number and read more
Hi @SHostetler ,
I've answered a similar question before here: https://community.hubspot.com/t5/CRM/Generate-unique-account-customer-ID-via-w...read more
Hi. I'm looking to set an alert for my team managers to receive anytime a deal is moved out of the current month or quarter that was in a certain stage or above. Is this possible please?
hi @BillWill My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! I'm almost sure what you ...read more
Using the sales analytics section of HubSpot I am reporting on one of our sales agents mettings. We have the Call & Meeting Types set up. I have the Meeting Types as 'Client Meeting' or 'Partner Meeting' I am producing a report which sh read more
Hi @HVirciglio , I hope that you are well! Thank you for the detailed post on the Community, I love to see this! From what I can see on the screen...read more
In sales > Meetings > you have the option to pre-populate fileds with known values. If I am adding a prospect to a sequence and Hubspot already has their required values BUT they have never visited the website before is there any way to ge read more
Hi @DBrazil ,
In that case pre-population is not an option. If contacts never consented to being tracked via cookies and if we're additionally...read more
I consider it very important that the Sales Goals Menu is exclusive for each General Manager of each branch and equally that each salesperson has access to their sales quota. Today I see that both the manager and the salesperson have access to a read more
Hi @CarlosFdez ,
In the permissions of each user and in permission sets, you can specify what a sales rep or a manager should be able to see: ...read more
Previously you could select a time in calendar when creating a meeting to send to someone & then choose whether it was 15 min, 30, 45, an hour etc but now I have to type in the finish time. Anyone else got the same issue?
Yes and it is INFURIATING - this tiny change has made it take me liek 3x longer and more clicks to create a new meeting. You also cant click on the c...read more
I can't install the HubSpot Sales for Outlook for Mac... I have been trying to download it from here: https://pages.store.office.com/en-US/outlookaddininstallpage.aspx?assetid=WA104381257&sitoken=8eee83b4-ea14-41a8-bb72-49bf63a3aed7&co read more
Hi Hub Community, I would need help with the following, any tips welcomed : When the sequence is sent, and the lead clicks on something in email (click rate that HS tracks) or replies to it (also can be seen in sequence stats) - is there an read more
Thank you Karsten, I will try to get the best out of our current package and deversify procedures in order to accomplish that. Your insight s...read more
Hi @jdacn ,
This is currently not possible, no. If a time shows as available in your meeting link and someone books it, by default it's confir...read more
Hi - I am hoping someone can help. Two of my sales team have a real problem seeing their deals within the columns shown, with the amount of deals visible as low as 1 or 2. This is due to the size of the pane/column not being deep enough to show read more
Hi @MSmith314 ,
Similar sized can still mean they're a few inches difference in screen size. Also, they might've chosen different display size...read more