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AWolff on June 13, 2024
I have a manager that wants to be copied on all meetings scheduled through the meeting scheduler on our site but not limit available meeting times to the managers calendar availability. Is it possible to disable availability check for a single t read more
0 upvote
1 Reply
Hall of Famer | Partner
June 14, 2024 00:22
Hi @AWolff , Have you considered creating a contact record for your manager and simply adding them as a contact to each meeting? That way HubS...read more
Solved
PlanetPluto on June 12, 2024
I have Sales Hub Starter with limited pipeline automation. I can have auto task generation when moving stages but I was under the impression that I could also create a note. I can't see that. Was I misinformed? Thanks Jeff
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
June 13, 2024 07:53
Hey @PlanetPluto you can create a Task with a Note but not just a note. Notes are only created manually, imported or by API. Hope th...read more
Solved
KGatto on June 12, 2024
Our marketing team sent our first email through Hubpost. We want the sales team to be able to see who's opening/clicking the email that was sent out, we thought it would populate in their feed under the prospecting workspace but as of right now not read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 12, 2024 23:41
Hi @KGatto , This is currently not possible. Marketing emails are not considered activities which is why they don't show up along with the res...read more
Solved
Fizard on June 12, 2024
Hi team, I'm having problems syncing activities from contacts with associated deals. You can see here my contacts last activity: The contact is directly associated to that deal (no other deals are associated with that contact). However, th read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 12, 2024 08:14
@Fizard so you created a new deal and wanted the contact activity to carry over? Yes, in that case you would have to make sure that box is checked....read more
DMcLaren4 on June 11, 2024
Hello, We are making a quote using a quote template however we want to be able to adjust the header image. We aren't trained in how to adjust it using code so I am wondering what alternative we have?
0 upvote
3 Replies
Contributor
June 11, 2024 08:01
I have DMd you but also linked this video as it might allow you to achieve what you need without any further customisation. Many thanks, ...read more
LWilkinson0 on June 06, 2024
Hi, I'm New to Hubspot and looking for help on checking the template_data.quote.associated_objects.company.country so i change change the wording depending on the country. ie IF company.country = Scotland have the wording "a company registered in Sc read more
0 upvote
1 Reply
Participant
June 06, 2024 18:39
Do you want to segment the people you want to send your email template to? Or you are looking at sending emails to those conditions created by you? ...read more
TMendl on June 06, 2024
Curious to know if anyone has found otherwise while on the Require Approvals for Deals Beta... Looks like the "Latest Approval Status" field is not automatically updating when deals are in the Pending Approval stage, so I am not able to filter f read more
0 upvote
2 Replies
Most Valuable Member | Elite Partner
June 11, 2024 08:24
Thanks for thinking of me @PamCotton - but I have not used this new feature yet, Sorry @TMendl I have no advice to share other than calling into ...read more
ed-K on June 05, 2024
I've set goals for our 2 sales teams, but when I goto the forecasting page - it shows for zero goal for "All Teams". I have to click on "sales" and drilldown before I can see the goals for the seperate teams. What am I doing wrong? It seems basi read more
1 upvote
2 Replies
Member
June 06, 2024 08:56
thanks. I just used the revenue template for the 2 teams .... was that the wrong option?
priemers on June 05, 2024
I'm trying to add images to a quote based on properties in a deal. So, the situation is that we need to add 3-5 images to a quote which are specific for that quote/deal. These images are construction drawings of the specific situation for which read more
0 upvote
3 Replies
Participant | Partner
June 07, 2024 08:59
This would work if the images were similar in each situation. We need to upload al the images seperately and change the image-url in the quote accord...read more
NBird0 on May 31, 2024
Within the prospecting window, when making a note under the company, previous notes are automatically populating when they shouldn't be there. Additionally, these notes are then associated with random contacts in the system and not the correct con read more
0 upvote
2 Replies
Participant | Diamond Partner
June 03, 2024 17:40
Hey @NBird0 this is the solution — Solution: Check for Duplicates: Ensure there are no duplicate company records. Deduplicat...read more
OrchidMedia on May 30, 2024
I have 3 Gmails. Email A, B, and C. I created my HubSpot account with Email A. I have the calendars of Email B and C sharing to Email A. HubSpot even acknowleges that as seen in the image below. HOWEVER, when I go to schedule a meeting in Hub read more
0 upvote
2 Replies
Member
May 31, 2024 16:56
Thanks for the reply! I tried re-connecting my email to HubSpot, and the other emails are correctly sharing to my main Email A. It just seems silly ...read more
Kaluginbill on May 29, 2024
I cannot get the "Forecasted Revenue" Goal feature to work - every time I click "create goal" and then choose this option, it just gives me the spinning blue circle of death: I tried logging out, clearing my cache and cookies and it still w read more
0 upvote
2 Replies
Participant
May 30, 2024 14:06
I updated Chrome, cleared my cache and browser history, and tried in incognito. The Revenue goal works, but the Forecasted Revenue does not work. ...read more
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