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LYTsang on March 23, 2023
Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more
0 upvote
2 Replies
Accepted Solution
Community Manager
March 24, 2023 08:12
Hello @LYTsang Happy Friday! Thank you for posting in our Community! At the moment it is not possible to have a workflow action that can more
SJeremias on March 14, 2023
i did see some older posts on handling inventory. we are a small company with small inventory. i would love to setup a way when a product is sold, it reduces inventory (hence no one else can sell it), and then come the next month/issue, have it re read more
1 upvote
2 Replies
March 15, 2023 13:44
thank you!! i appreciate your response and your time 😉
maikle on March 13, 2023
Hello! We are looking for some community advice on what your thoughts are on the best practice for forecasting contract terminations in our pipeline. We are a telecom company and most of our contracts with customers are 12+ months that auto rene read more
1 upvote
7 Replies
Accepted Solution
Key Advisor | Platinum Partner
March 14, 2023 14:25
Hey @maikle , thanks for reaching out! And thanks for the mention, @Jnix284 !! Have you looked into HubSpot's recurring revenue tool more
BTack on March 13, 2023
Hi all, Any tips on how to clean up companies & contact masterdata? Data has been added in the past from dynamics, but it's a mess now, what is the best way to clean it? extract, clean in excel? no data losses? this doesn't interfer read more
0 upvote
2 Replies
March 13, 2023 10:21
Hi Karsten, Thanks for your reply! The data in the customer master data contains: required fields, that is crucial for companies (indicated more
MJacob1 on March 10, 2023
Hello, I would like to be able to filter dates properties by the next 7 days and I can't find how to do it. I see "the last 7 days" for some properties but that's all. Thank you in advance. Best regards, Mélissa
0 upvote
3 Replies
Hall of Famer | Partner
March 10, 2023 07:06
Hi @MJacob1 , This will only pull in contacts starting now but less than 7 days from now. It should get you exactly the results you're more
LSunstrum on March 09, 2023
Hey there, I'm looking for the best practises to do marketing source tracking for calling our past cancellations who are already in HubSpot. So the source would be "Cancel Callbacks" and should be a deal property since the contact has been creat read more
0 upvote
2 Replies
March 09, 2023 22:49
To track how many customers come from the "Cancel Callbacks" outreach, you can use a combination of campaign tracking and deal properties. Here are more
ESvendsen on February 27, 2023
I don't think there is a way to do this in a template without having the sales team create their own templates but i wanted to reach out to the pros. Is there a way in a Sales Email template to include a sender's HubSpot Meeting link if the tem read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2023 10:33
Hi @ESvendsen , Yes, there is, see below 🙂 Best regards!
PBaxter on February 27, 2023
Hi All, We're using HubSpot across most parts of our business now, and it's going pretty well overall. But also we're growing quite rapidly with lots of new people joining, and providing training/onboarding is going to be a challenge - not so mu read more
0 upvote
2 Replies
Key Advisor | Platinum Partner
February 28, 2023 05:42
Hi @PBaxter Have you looked into Playbooks? Along with automated Tasks that are triggered to owners or specific users when records are created more
Marie_ on February 15, 2023
Hi everyone I am looking to set up a Lead Pool to move any old, cold or uncontacted leads into so my sales team can pick them up when they need extra leads to work. For context, we have a well-structured, regionally based lead allocation workflo read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Platinum Partner
February 15, 2023 17:27
Hey @Marie_ , thanks for reaching out! This is an awesome question. There are definitely different ways you can go about accomplishing this, more
ESvendsen on February 14, 2023
Hoping someone might be able to let me know a more efficient way to do this. Im creating sales email templates with pictures and graphics. I first upload all the pics and graphics under Marketing->Files and Templates->Files. I was cloning read more
1 upvote
1 Reply
Accepted Solution
Thought Leader | Elite Partner
February 14, 2023 11:16
@ESvendsen I've done this in the past where I ensure all images are the same size before uploading them, with photo editing software like Canva or more
ASiddiqui1 on February 12, 2023
QR scanner on the mobile app works well, however, it would have been good if salespeople can have a QR code in HubSpot. I see Hubspot doesn't generate a QR code but a digital business card for sales will help. Any ideas?
0 upvote
1 Reply
February 12, 2023 11:35
@ASiddiqui1 Yes, you're correct that HubSpot doesn't have built-in support for generating QR codes. However, you can easily generate QR codes more
icewinkyd on February 09, 2023
Hi Hubspot community, In the Task feature, we want to have a column for "complete by" date to know when exactly the task gets completed. "complete by" was a default column, however, dates for this column by default will show "jan 1, 1970", and read more
0 upvote
1 Reply
Community Manager
February 13, 2023 02:37
Hi @icewinkyd , Thank you for reaching out to the Community! Just to confirm, you'd like to change the default value of the "Completed at" more
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