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BHopper8 on December 05, 2023
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
0 upvote
1 Reply
Member
December 05, 2023 22:01
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
jgueron on December 04, 2023
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
3 upvotes
0 Reply
SHostetler on December 04, 2023
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
0 upvote
2 Replies
Hall of Famer | Partner
December 05, 2023 00:13
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
BillWill on December 04, 2023
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?
0 upvote
1 Reply
Guide | Platinum Partner
December 04, 2023 13:40
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
HVirciglio on December 04, 2023
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
0 upvote
1 Reply
Community Manager
December 05, 2023 04:53
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
Solved
DBrazil on December 01, 2023
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
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
December 01, 2023 13:18
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
Solved
CarlosFdez on November 30, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 30, 2023 16:39
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
BRoiall on November 29, 2023
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?
0 upvote
5 Replies
Participant
December 01, 2023 15:57
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
CDM22 on November 28, 2023
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
0 upvote
4 Replies
Member
November 29, 2023 04:53
Right, right. Makes sense but it's unfortunate... thank you very much for your help!
AndrijaIgic on November 28, 2023
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
0 upvote
2 Replies
Participant
November 28, 2023 05:32
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
Hall of Famer | Partner
November 28, 2023 00:37
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
MSmith314 on November 24, 2023
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
0 upvote
9 Replies
Hall of Famer | Partner
November 24, 2023 10:40
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
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