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adamlfoster le Mars 31, 2023
We often assign companies to different sales reps based on their postcodes which is easily done. However when we do this we would ideally like all of the tasks associated with those companies to automatically be assigned to the same company owner. Lire la suite
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Contributeur de premier rang | Partenaire solutions
Mars 31, 2023 18:29
Hi @adamlfoster , Are you using workflows to create all of those tasks? Ideally, automatically assigning all tasks associated with a company t...Lire la suite
RebeccaShultz le Mars 31, 2023
If I add a line item to a deal that has closed, does the recurring revenue calculate retroactively from the closed/won date?
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Contributeur de premier rang | Partenaire solutions Diamond
Mars 31, 2023 08:38
Hi @RebeccaShultz , yes you can update line items in a closed deal. The Recurring revenue is updated and when saving you will be asked if you want ...Lire la suite
KS_03 le Mars 31, 2023
I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!
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Contributeur de premier rang | Partenaire solutions Diamond
Mars 31, 2023 08:27
Hi @KS_03 it depends on the activity you are trying to log. Notes and logged calls are user generated so you can't change the user. Tasks ...Lire la suite
MCoughlan6 le Mars 30, 2023
Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a Lire la suite
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Participant | Partenaire solutions Elite
Mars 30, 2023 07:04
Hey MCoughlan6, you can create a pipeline stage called "Pending Approval" that automatically creates a task for the approver to check the deal. Once ...Lire la suite
EFalkenhaug le Mars 29, 2023
As you can see in my screenshot; We create quotes for our customers where we set a (1 single) price item for 1 product, without the "1 x" in front, as this is merely a way to set/show a price for our customer, and if there are no products listed Lire la suite
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Contributeur | Partenaire solutions
Mars 30, 2023 13:40
@EFalkenhaug let's talk 🙂 I can certainly help you with this. I'll DM you. Eli
Bethgill le Mars 29, 2023
Switching to Hubspot from another live chat platform, I'm having trouble finding a true proactive live chat feature. Is there a way to see a list of live shoppers on the website and directly reach out to them without using a chat bot? We are missing Lire la suite
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Conseiller clé | Partenaire solutions Platinum
Mars 29, 2023 08:15
Hey @Bethgill , thanks for reaching out! The HubSpot chat tool has some settings that may be helpful here ( check out the 3. Display - custom...Lire la suite
Alvin-Chan le Mars 28, 2023
Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our Deal editor experience, specifically related to how ARR/MRR/TCV and Totals are calculated, and any pain points you're experiencing with the ex Lire la suite
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Mars 28, 2023 14:03
lmarshall le Mars 28, 2023
Deal filters have stopped working correctly. Seems to have happened sometime in the past couple of months when a big update was applied (at the same time the functionality to drag a deal to a different column became extremely slow)
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Au panthéon de la communauté | Partenaire solutions
Mars 30, 2023 22:09
Hi @lmarshall , Thank you for confirming. Are you on a paid subscription and could reach out to HubSpot support? This looks like a bug. ...Lire la suite
DStoenescu le Mars 28, 2023
Hi, I am trying to create a workflow, but I do not seem to find it. Online it states it should be in the automation menu, but I can only see " Sequences". I have the Sales Hub Professional, so from what I understand, I should have access to it. Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 28, 2023 07:32
Hi @DStoenescu , Are you a super admin in your portal? If not, I'd recommend reaching out to an admin to check whether they assigned workflow ...Lire la suite
NMackle le Mars 28, 2023
Hi everyone, We use the meeting tool to enable customers to book meetings in our calendars (linked with Microsoft Outlook). Is there a way to automatically link the Hubspot contact in the meeting description when they book a meeting? At the mom Lire la suite
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Gestionnaire de communauté
Mars 29, 2023 07:30
Hi @NMackle , Thank you for reaching out to the Community! While it's possible to include additional contact information in the meeting des...Lire la suite
RLehrhaupt le Mars 27, 2023
When creating a new note in a Deal object the only way I am currently aware someone can also attach the note to the associated contact on the deal is to click on the "associations" tab and manually search up and select the contact. Is there an opt Lire la suite
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Au panthéon de la communauté | Partenaire solutions
Mars 27, 2023 21:26
Hi @RLehrhaupt , Unfortunately not, no. For automatic activity association, HubSpot follows the rules laid out in this table: https://knowled...Lire la suite
HSHoo1 le Mars 24, 2023
Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response Lire la suite
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Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Mars 27, 2023 09:19
Hi @HSHoo1 You basically need to build a report with the calculated property as a data property. You can chose to plot it against some other...Lire la suite
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