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VarunKB en Enero 17, 2024
Hi, Is there a way to control the number of line items that can be attached to a deal? For example, if I want to ensure that all deals in a pipeline have no more than 5 line items.
1 Me gusta
1 Respuestas
Accepted Solution
Administrador de la comunidad
Enero 17, 2024 16:06
Hi @VarunKB , Thanks for reaching out to the Community! In HubSpot, we don't have a way to limit the 200 line items that can be associa...Leer más
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thepattau en Junio 19, 2023
Hey dear Hubspot community, is it not possible to link a new conversation to existing deals? If not, how could I possibly do that? (without external outlook - manual link in the deal interface) See screenshot below, I can only create new deals Leer más
0 Me gusta
3 Respuestas
Accepted Solution
Guía | Partner nivel Platinum
Junio 20, 2023 13:11
@thepattau Sure. A client may not necessarily reply to a previous email but send a new one instead. In this case, a new ticket would be crea...Leer más
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AKhader8 en Abril 01, 2023
Hi, I've been trying to change the properties that shows up inside of the mobile app create deal form based on pipeline. This works perfectly fine on desktop but for some reason it's not on mobile.
0 Me gusta
2 Respuestas
Accepted Solution
Asesor destacado
Abril 02, 2023 03:38
Hello @AKhader8 , It's possible that the mobile app is using a different view or layout for the create deal form than the desktop version, wh...Leer más
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EArosemena en Marzo 17, 2023
There are random associations across deals/tickets/contacts which are particularly confusing. How can we fix this? Thank you
0 Me gusta
1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 17, 2023 09:44
Hi @EArosemena , While these things may seem random, they usually aren't. Have you checked the association history of these records for clues?...Leer más
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Dan8 en Octubre 12, 2021
Hey HS community! Just hoping you may be able to guide me here: My business requires a 'partner portal' (based on my Google search, I think that is what I need) to allow other business to log into a portal and create a ticket for work done for a mu Leer más
Accepted Solution
Colaborador líder | Partner nivel Diamond
Octubre 12, 2021 16:31
Hi @Dan8 HubSpot just rolled out Service Hub customer portal, also in open beta, is a mini-portal that unifies all open tickets so customer...Leer más
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RSwitonski en Julio 28, 2021
Hi there, I am creating an "installation" ticket pipeline, so we can track new deliveries and ensure clients get set up properly. I have created an automation so that each sales deal creates a ticket in the installation ticket pipeline, whe Leer más
0 Me gusta
3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Julio 28, 2021 11:14
Hi @RSwitonski , Yes, this is possible, just a bit hidden among a lot of other options. When you add the "Create record" action, you have the ...Leer más
SWilsonA4u en Junio 24, 2021
Building a credit control function against live deals to commuincate with clients over missed payments. Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gatew Leer más
0 Me gusta
5 Respuestas
Colaborador líder
Diciembre 06, 2021 07:22
Hi @EEls How did you get on with this? I actually developed my idea a little further. The field on teh deal is now a sngle selection drop ...Leer más
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GAuwae en Junio 11, 2021
Hey team, I have been experiencing some issues when I go to create a new deal for some of my contacts. I have tested other contacts and logged in and out again and the deals page just continues to spin I am not sure if its a permissi Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Junio 12, 2021 01:07
Hi @GAuwae , I've experienced the same issue in different parts of the tool. (For me it's the email subscriptions section of the settings.) ...Leer más
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Melesa_Gardon en May 04, 2021
Hi everyone, It seems like there is a limited set of properties you could get via tokens. How to get data of other properties (deal properties), that are not listed there: Has anyone overcome such a challenge? Thanks in advance.
Accepted Solution
Miembro del salón de la fama | Partner
May 05, 2021 00:06
Hi @Melesa_Gardon , This is a limitation not only in bot chatflows but also website forms. HubSpot will only associate input information with ...Leer más
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