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CClark3 on February 18, 2025
Hello, I was hoping to find a work around for this issue we are having. We have created a new field for Sales Lead on the deal. Some sales leads have hubspot access and others do not( We are going to get everyone access this week). We want to cr read more
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NGottlieb on February 18, 2025
Hi All, I am trying to figure out a way to view all of my overdue tasks and my tasks due today in the tasks section, and cannot figure it out. It would be a lot easier than having to go through my overdues, and then switching to the due today secti read more
CClement76 on February 18, 2025
All customer emails being sent to me in Outlook are now creating tickets in Hubspot and I'm not sure what I did! I finally was able to get my work email (not a general "support@) email into Hubspot but now all of my Outlook responses are creating ti read more
0 upvote
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Hall of Famer | Partner
February 18, 2025
@CClement76 I'm not seeing a screenshot in your reply, unfortunately.
NJaramillo5 on February 18, 2025
I've seen several threads about this and still cannot find a solution. The extension consistently allows my team to log emails on the relevant Contact and associated Company, however, in most cases, there is no checkbox option to log the email on read more
Rombout on February 18, 2025
Hi! I want to create a report that shows how many customers had an up or cross sell deal this year, per month. So everytime a a deal is closed that is not the first deal for a customer, it should be included in the report. I first tried to cre read more
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Albus_Bui on February 18, 2025
Hello all, I created a workflow to mark the timestamp of Latest QBR meeting date (on the company record) whenever the company's associated QBR meetings were marked as completed. However, the workflow didn't allow my criteria to be re-enrolled.. read more
Hall of Famer | Partner
February 18, 2025
Hi @Albus_Bui , This is indeed a limitation of enrollment in workflows. The best workaround is to create a company-based list that mirrors you...read more

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