Hi - We have a custom object that we associate companies to. We're trying to associate new deals created for those companies to that custom object as well. But unable to figure out in workflows. Any suggestions?
Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. read more
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more
Hey there! I have a paid service seat. I was trying to use the new inbound call icon feature on the top right corner, but it says I need a HubSpot number. When I tried to get a number could not find an Indian number. Is this feature only available read more
Hi community! When I want to move backwards a deal to a previous stage, it asks me to fill a non-required property. Even though I can click on next without actually filling in the field, I don't want this pop-up to be prompted. Do you know i read more
Hello, I am experiencing some issues with Hubspot and Google that have arisen recently. Previously, I had set up my meeting links so that the earliest 30 or 45-minute call that an organization could schedule with me was Monday through Friday, from read more
I wish I could visualized all the tasks that will be created according to what was previously defined during the sequence creation.
Everyday is a mystery how many tasks I'll really have until the end of the day.
Is there a way to know that?
Hi there, When setting up a Custom Quote Template...how is one able to force a page break? Currently, when download the template it looks different to the screen version. How are we able to better format the quote template at set up read more
Hi HubFans, I understand that there is no automatic association available between parent deals and child deals of two separate pipelines . But we're looking for ways to semi-automatically associate them and have created single-line text proper read more
Hi, Is there a specific reason why GTM is blocked on Quote pages? We need to fire conversion events on these pages using GTM but can't seem to be able to get GTM to load. We only see GA firing... See screenshots.
I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing read more