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Thielandteam on März 20, 2024
Is anyone aware of a plugin or connection that allows you to move deals from Discovery back into the Prospecting module?
0 Likes
1 Antwort
Stratege/Strategin
März 20, 2024 18:04
Hi @Thielandteam , I'm assuming 'Discovery' is a stage in your deal pipeline. It's my understanding you would more so delete the deal and move t...Beitrag ansehen
Gelöst
NStuyvesant on März 19, 2024
Need to add a hyperlink to Deals like this: https://api.example.com/deal/?name=Whatever&account=Dunder+Mifflin&amount=25000&owner=Jane+Doe&ownerEmail=jdoe@example.com that users can click to open in a new tab. It seems like I Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
März 20, 2024 08:18
@NStuyvesant sure, single-line text fields with a URL should show a small icon that will open the link when clicked. Alternatively, you can also se...Beitrag ansehen
MonicaLozanoL on März 14, 2024
Hi, I want to add LinkedIn connections and InMails in the report of activity by rep with activity type breackdown and couldn't find anything. It only tracks LinkedIn Messages that the rep Logged. Is there a way to add the connections and InMails i Beitrag ansehen
0 Likes
2 Antworten
Koryphäe | Diamond Partner
März 15, 2024 13:15
@BérangèreL I'm not aware of a way to target those properties in a custom report, I don't currently have access to an account with Sales Navigator ...Beitrag ansehen
Gelöst
JStephens22 on März 01, 2024
When data synchs from HubSpot to NetSuite, the lead comes across and is assigned "Customer-won" status. I read thru the community notes and found some instruction on how to change the default setting in NetSuite's sales preference. The problem is th Beitrag ansehen
1 Likes
7 Antworten
Accepted Solution
Mitglied
März 07, 2024 17:39
I found the solution!!!! When setting up the synch in HubSpot, the "Lifecycle Stage" field needs to map to NetSuite's "Status" field. Before doin...Beitrag ansehen
C-Craven on Februar 28, 2024
Hi there, We are looking to create a bar chart that shows target revenue vs actual reveue for past months (so two vertical bars per month), and then target vs forecasted revenue for future months. This is not possible to do in HubSpot becau Beitrag ansehen
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
März 01, 2024 04:06
Hey @C-Craven we actually use this type of report (but it might be for Enterprise licence) This way you can setup a revenue goal , have a tren...Beitrag ansehen
Gelöst
GPFlores15 on Februar 21, 2024
I need new leads that come from HubSpot to sync into NetSuite in a "Lead - New Lead Status". Our sync is setup so that when a contact record in HubSpot has a lifecycle stage of Marketing Qualified or Sales Qualified; that record when syncs into Net Beitrag ansehen
Accepted Solution
Ratgeber/-in | Elite Partner
Februar 22, 2024 02:50
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...Beitrag ansehen
Gelöst
MNar on Februar 06, 2024
Hi everyone. We offer the following: 1. Upfront physical product that usually lasts 3-5 years 2. Annual service fees, that are usually paid for 3-5 years 3. Another type of optional annual service fee, that is usually paid for 3-5 years 4. M Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Ratgeber/-in | Elite Partner
Februar 06, 2024 09:52
Hey @MNar - This HubSpot Admin session will be worth joining / watching the recording: https://events.hubspot.com/events/details/hubspot-hubspot-...Beitrag ansehen
JohnCNMG on Februar 01, 2024
we are planning on using pipelines for our project management as it's fairly straightforward. We are looking for a way to have some type of intake form that is filled out in-house when a deal is completed. The form details would be stored in not Beitrag ansehen
0 Likes
2 Antworten
Berühmtheit | Partner
Februar 02, 2024 00:45
Hi @JohnCNMG , Are you planning to use deal pipeline or ticket pipelines for this? With deal pipelines, things are a bit more complica...Beitrag ansehen
Gelöst
SupportW on Januar 26, 2024
Hello. We are following the process outlined in the "Create NetSuite sales order from a deal record" section of this KB article: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-netsuite Everything is working as int Beitrag ansehen
0 Likes
4 Antworten
Accepted Solution
Koryphäe | Elite Partner
Januar 29, 2024 08:55
Hey there @SupportW - that looks like it's quite frustrating. I think I'd lose my mind every time I have to take that path. I'm wondering if...Beitrag ansehen
Gelöst
EGarcíadeAlca on Januar 25, 2024
Hello everyone, This is Enrique, I'm struggling with some company data provided by HubSpot Insights, we'd like to enrich even more all the info regarding to the companies. Do you know any company enrichment data tool for HubSpot? Better if it's for Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Koryphäe | Diamond Partner
Januar 25, 2024 07:48
@EGarcíadeAlca HubSpot recently acquired Clearbit so I imagine more enrichment is coming soon! There's an event coming up hosted by the Admi...Beitrag ansehen
Gelöst
JFeighery on Januar 12, 2024
We're building out our DealHub, which is a software that integrates with Hubspot. Essentially, it's a quote-creating tool that also feeds information back into Hubspot, updating Hubspot properties and creating Line Items. We're trying to locate Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Community-Manager/-in
Januar 15, 2024 06:01
Hi @JFeighery , Thank you for this information and glad that you asked the Community! First, I'd like to share this documentation " Line items "...Beitrag ansehen
SupportW on Januar 12, 2024
We have a workflow using the NetSuite app's "Create Sales Order" action for deals being closed as won. The action experiences a couple issues on the first two attempts before the action is successful. The first attempt's event description says " Beitrag ansehen
0 Likes
2 Antworten
Mitglied
Januar 12, 2024 12:20
Thank you @chighsmith . I've already been in contact with HubSpot Support over the last few days. They are passing this off as a NetSuite issue. I'm...Beitrag ansehen
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