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RPayne43 4月 23日, 2024
We use group schedulnig pages all the time - individual scheduling pages can be cloned, but group ones can't. It's very annoying as it takes ages to remember and update all the details each time.
0 いいね!
0 コメント
superdan 4月 22日, 2024
I'm trying to set up my scheduling link so that the available slots are based on two different google accounts - each with their own calendar. I am not looking for round robin or group scheduling. This is for a single user, and meetings 続きを読む
0 いいね!
2 コメント
メンバー
4月 22日, 2024 18:47
Thanks Frank, I get it that a group meeting could be used here, but that means I need to create a hubspot user for each calendar account, and th...続きを読む
EKöllő 4月 22日, 2024
Hello guys, I have some issues with the sales plugin in outlook. Experienced issues: - when I select a signature, it doesn't overwrite the original one but adds it as a second one - when I start writing a reply message, no matter where I want to 続きを読む
0 いいね!
2 コメント
メンバー
4月 23日, 2024 02:43
Hello Trevor, Certainly, we are using the Office 365 extension in the new Outlook, and we are experiencing the issues written above with it. So, ...続きを読む
MStach 4月 19日, 2024
Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on 続きを読む
0 いいね!
2 コメント
投稿者
4月 22日, 2024 09:13
My error. Thanks for flagging!
EliVeridas 4月 19日, 2024
Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up when a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn' 続きを読む
1 いいね!
4 コメント
ソートリーダー | Platinum Partner
4月 22日, 2024 06:21
Hey @EliVeridas can you check that you are using just one property? sometimes teams create duplicate properties and they put as mandatory one ...続きを読む
LVarley 4月 19日, 2024
Hi, is there a way I can add a custom activity? There are the standard ones like call, LinkedIn message etc, but I would like to add a couple more for reporting. Such as, 'connected back' on LinkedIn. TIA!
1 いいね!
2 コメント
ソートリーダー | Platinum Partner
4月 19日, 2024 12:15
Hey @LVarley so for the moment its not possible to create a custom activity. You can use a custom property that you can use in reports. Or y...続きを読む
解決済み
MattyB24 4月 18日, 2024
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ 続きを読む
0 いいね!
3 コメント
Accepted Solution
最優秀メンバー | Elite Partner
4月 18日, 2024 17:27
Hi @MattyB24 I'm not able to view the google doc you linked - and I'm not sure if you want to recreate the google doc info in HubSpot or surface it...続きを読む
解決済み
DBusch 4月 18日, 2024
Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 18日, 2024 05:43
@DBusch this is what I'd do: This still leaves a small gap when an association label is removed from a contact - in that case, the ...続きを読む
解決済み
AQuinn19 4月 17日, 2024
Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn 続きを読む
1 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 17日, 2024 08:55
@AQuinn19 that won't work, I'm afraid. There isn't any way to reference an open from an email in a specific email, at least none that I'm aware of....続きを読む
PSingh842 4月 16日, 2024
Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF
1 いいね!
3 コメント
ソートリーダー | Platinum Partner
4月 17日, 2024 08:08
Hey @PSingh842 IT depends on how the template its built just check that the Headline lines rows are visible and that appear before each prod...続きを読む
jayfeitlinger 4月 12日, 2024
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi 続きを読む
1 いいね!
2 コメント
最優秀メンバー | Elite Partner
4月 15日, 2024 07:41
@BérangèreL @jayfeitlinger I think it would be nice to have meeting templates that could be configured in the account and make it easier to creat...続きを読む
MMatschke 4月 12日, 2024
With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
4月 12日, 2024 19:36
Hey @MMatschke thank you for reaching out. In HubSpot, the default behavior for custom objects is to display the "Add Existing" tab when navig...続きを読む
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