I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date.
I did manage to create a report for this, but the issue is that even though I set the billing f read more
Hi everyone, I'd like to create a repeating "To-Do" Task for every sales rep that's titled "Sales Weekly Summary". It shows up as a task that they must complete by Friday every week. The task includes a snippet list of 6 questions they must answ read more
Hi community, We have Twilio ported numbers and have been using the Toky integration to recieve inbound calls. With the new calling feature we can make outbound calls but can't recieve inbound calls via Hubspot. I have looked with Hubspot suppo read more
Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest read more
There should be a way to limit what reps can select from in the product library. The property exists for Currently Active - Yes/No. But, it doesn't do anything. When a product is discontinued I can't delete it from the library, but I should be ab read more
We need to regularly create scheduling pages for our BDR's and Sales Directors, and it takes too much time to have to keep referring back to an old page to get copy etc.
According to this Community post, we should be able to clone scheduli read more
Is there a way to have any or all company details (such as parking lot square footage or contract type) autopopulate into a new deal that is created so that we don't need to keep re-entering information into deals?
We are using Tasks tools with Sales Hub for order management job. If we have option to show Tasks like Deals viewing on board. We can see Tasks on board but it cannot edit propties on it. We would like to show more information on each tasks wh read more
Hello, fellow forum members!
I'm currently facing an issue while trying to connect my phone number to Hubspot on my Intel Evo laptop [https://www.lenovo.com/ca/en/faqs/intel-evo/ ], and I'm seeking your assistance to troubleshoot and resolve this read more