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ABarr on May 31, 2023
Hi all, 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
0 upvote
2 Replies
Top Contributor | Elite Partner
June 01, 2023 11:40
@ABarr - What is your subscription type? On Enterprise, you'll be able to access the Revenue Analytics report: more
AWhite50 on May 30, 2023
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
May 30, 2023 15:32
Hi @AWhite50 , Currently all workflows handle records – there aren't any workflows that don't enroll and deal with records. So in that sense more
Ktamir on May 30, 2023
Hi, I would like to create a separate property for the starting time of a meeting (the last one that was scheduled). I'm referring to the hour... ANy suggestions? Thanks, Karin
0 upvote
3 Replies
Top Contributor | Elite Partner
June 01, 2023 04:23
@Ktamir - This app could be of interest then: more
YasemininTokyo on May 29, 2023
I wwant to add this property to my form. I can chose the property and move it over to the form, but not insert it. Is there a limit to properties on a form? Thank you very much in advance.
0 upvote
3 Replies
May 29, 2023 20:43
Thank you everyone. I had problems putting in a property that was already set, so I made a new property to put into the form, which worked. Just a more
ECornus on May 29, 2023
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
0 upvote
1 Reply
Community Manager
May 30, 2023 09:43
Hi @ECornus , Thank you for reaching out to the Community! I wanted to tag in a couple of other Community users to see if they have any more
ARobinson58 on May 27, 2023
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
1 upvote
4 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 30, 2023 09:32
Thanks for the mention, @DianaGomez ! And great question, @ARobinson58 ! @HFisher7 's suggestion is awesome and should get you what you more
AndreaMolinaro on May 26, 2023
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
1 Reply
Community Manager
May 29, 2023 11:39
Hi @AndreaMolinaro , I hope you are doing great 😊 I understand that you would like to hide some products from the library while more
JPerney on May 26, 2023
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
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 10:11
Hey @JPerney , thanks for reaching out! Looks like there is some fine print in the Community thread you shared : There are two more
ANeta924 on May 24, 2023
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?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2023 13:43
Hi @ANeta924 , By default, this would update all existing deals. Best regards!
Rajib_alimul on May 23, 2023
Hey Folks, I see this ORDERS object on the right panel but don't see any documentation on how to use this. Anybody have any suggesstion? TIA Rajib
1 upvote
4 Replies
Top Contributor | Elite Partner
May 26, 2023 04:40
Intriguing! Thanks for getting back to us @kvlschaefer
YMatsui on May 23, 2023
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
0 upvote
2 Replies
May 23, 2023 22:06
Thanks @VerbruggheCaro ! I will vote there. Yoshiko
JWatson45 on May 22, 2023
Hello, fellow forum members! I'm currently facing an issue while trying to connect my phone number to Hubspot on my Intel Evo laptop [ ], and I'm seeking your assistance to troubleshoot and resolve this read more
0 upvote
1 Reply
Community Manager
May 23, 2023 07:33
Hi @JWatson45 , Thank you for reaching out to the Community! The type and brand of your computer shouldn't be the issue here, but I'd more
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