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Solucionado
JRutherford on Outubro 10, 2024
There is the standard Hubspot confirmation email when someone has booked on a sales reps calendar. I'm trying to create an email that is sent out 3-4 hours after that basic confirmation email is done with more information about our company includin Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Conselheiro(a) de destaque
Outubro 10, 2024 16:44
The default value is a fallback in case no value is captured by the system. If you are setting the owner prior to the send, and even consider running...Leia mais
Iscrisvesu on Setembro 04, 2024
Hello HubSpot Community, I'm trying to view the calendar or activities assigned to a colleague in HubSpot. In Pipedrive, I could easily see all the activities assigned to different team members. However, I'm having trouble finding a similar feature Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Setembro 04, 2024 17:23
Hi @Iscrisvesu -- thanks for your post! 😊 I understand your goal is to view all scheduled activities for your colleagues in HubSpot. At ...Leia mais
ELevy8 on Maio 15, 2024
Hi When I view my own calendar on Hubspot I can see the titles of meetings which have been created in Outlook. However on the Hubspot calendar of another colleague, all meetings created in Outlook are just showing as busy, without description or ti Leia mais
0 avaliações positivas
2 Respostas
Participante
Maio 16, 2024 02:48
Hi Pam Thanks for your reply. Please could you explain how color coding works on Hubspot? Ema
JCameron2 on Abril 05, 2024
Hey everyone! Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through Leia mais
7 avaliações positivas
8 Respostas
HubSpot Employee
Junho 07, 2024 16:24
@Jnix284 You are spot on here! Top-down leadership is key. Anytime I see sales leaders come in and essentially mandate CRM usage, i.e. "If it's not...Leia mais
Solucionado
bernstar on Março 05, 2024
I am working with a team that doesnt have the technical abilities to use hubspot, nor do we really want them to. We do, however, want to set up a calendar for each of our employees. Is there a way to get calendars for 100 individuals without paying Leia mais
2 avaliações positivas
3 Respostas
Solução Aceita
Top colaborador(a) | Parceiro
Março 05, 2024 13:05
Hi @bernstar , Every user in HubSpot, including those without seats, get one meeting scheduling page. You will just need the users to accep...Leia mais
Solucionado
Kirbs on Janeiro 24, 2024
When I create a Hubspot meeting, Apple iCal and iPhone calendar display the description as unrendered, raw HTML eg. <p></p> instead of paragraph breaks. Which makes the formatting look bad an description difficult to read. Is there Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Janeiro 24, 2024 14:36
Hi @Kirbs , Not sure if you have found it already but I thought I would direct you to this Community Post in the ideas forum for more infor...Leia mais
Solucionado
dhordos on Novembro 20, 2023
Hi there! I would like to find a solution or workaround to my problem. We are using the Scheduling page (Sales > Meetings) to book a meeting to our AEs. But there are some cases when 2 AEs would like to swap the meeting between each other and c Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Novembro 20, 2023 12:15
Hey @dhordos this is not currently possible, there is an open feature request on the ideas forum however which I would definitely recomend upvotin...Leia mais
Solucionado
KFrątczak on Outubro 06, 2023
Hi friends, I need help from specialists with two topics 1. How create timestamp property calculated 3 hours before other calculated properties? 2. How mark deals with timestamp property before 12AM and after. Maybe someone meet the same chal Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Outubro 06, 2023 05:13
Hi @KFrątczak , From a first glance, this would require custom code actions, available in Operations Hub Professional: https://developers.hub...Leia mais
DFeinstein on Setembro 25, 2023
Hi HubSpot Community: It's my first post here so I'll appreciate any kind of suggestions on editing. I'm looking for creating a Round Robin Calendar and an error appears about the availability of the client (user who will use the RRC). On Hubspot- Leia mais
0 avaliações positivas
2 Respostas
Membro
Setembro 25, 2023 13:51
Dear EmmaAtKiwi , thanks for your reply. The user has a a paid sales seat. Have a nice week.
Solucionado
DGilmour6 on Março 27, 2023
Hi all. I hope someone can help me with this. So we use the meeting link on different website pages and I need to understand, on which page the client fills out the form and book a demo. I noticed that HubSpot automatically sends the parentPageUrl Leia mais
1 avaliações positivas
3 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro
Março 28, 2023 12:57
Hey @DGilmour6 , thanks for reaching out! And thanks for the tag, @MiaSrebrnjak ! So even though HubSpot Meetings links are treated lik...Leia mais
Solucionado
Kevin_Jorgensen on Março 22, 2023
For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through Leia mais
1 avaliações positivas
3 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro
Março 22, 2023 17:14
Hey @Kevin_Jorgensen , thanks for reaching out! This is an interesting use case. It's not super fancy, but I'm wondering if you could create a...Leia mais
Solucionado
MDeLetteriis on Fevereiro 27, 2023
Hhow to connect 2 calendars on the ''schedule a meeting with'' page I need the visible slots to be cross-referenced between my availability and that of my colleague. I need the available slots to be calculated based on 2 different calendars. T Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Fevereiro 27, 2023 13:35
Hi @MDeLetteriis , HubSpot lets you connect additional calendars: https://knowledge.hubspot.com/meetings-tool/use-meetings#connect-additional...Leia mais
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