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Tips, Tricks & Best Practices

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CateDuarte on September 21, 2023

Multiple Layer Approval Process

Hi all, We have a customer that requires a 2 step approval process. We added a manual step to the workflow that combines a Deal property and a task. Unfortunately I can only add a event based delay using either a quote property change or a pre read more

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0 upvote

2 Replies

CateDuarte

Top Contributor | Diamond Partner

September 21, 2023 10:55

Hi @karstenkoehler yes. So these are the steps: - Sales rep creates quote and submits for approval - Workflow is triggered with branches:...read more

SStewart3 on September 21, 2023

Cannot figure out why I can't use product or line item as a list filter

Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha read more

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10 Replies

karstenkoehler

Hall of Famer | Partner

September 21, 2023 02:30

Hi @SStewart3 Please keep in mind that I only have the context you share with me. For me to be able to help, you need to share more details. ...read more

KChester on September 20, 2023

Drop down property settings

i Have a company property which has radio select. I wish to have 1 of the radio select options to have mulitple select dropdown as an option

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1 Reply

karstenkoehler

Hall of Famer | Partner

September 21, 2023 00:21

Hi @KChester , This is would be great but is not (yet) possible. Other users have requested this before: https://community.hubspot.com/t5/Hub...read more

oddleon on September 14, 2023

Teams and/or Territories or Both?

Hi. We have a current setup where Each Country is represented by a HubsPot team. Looking at the companies, they are also linked to the company owners hubspot team. This is fine for the most part, but we allso have a team that are handling companies read more

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oddleon

Member

September 16, 2023 03:16

A suggestion on how to get out of this mess would be highly apreceated. Perhaps we have set everything up the wrong way from the start? Having seller...read more

C-Note on September 01, 2023

Export Issues

Anyone having trouble with exporting from reports today? I spent a bunch of time customzing and then exporting 5 reports only to have nothing show up. ☹️

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0 upvote

1 Reply

TomM2

Key Advisor | Partner

September 04, 2023 02:43

I'm not seeing any open issues for reports reported! It looks like there was an issue with marketing email sends, but I doubt that affected this. Are...read more

Susanne12 on September 01, 2023

follow activities

Hi, does anyone have an idea whether it is possible to follow another user's / colleague's activities (deals, contacts, notes, calls, etc created)? Thank you!

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

September 01, 2023 07:05

Hi @Susanne12 , Not as a one-click feature, no. You'd have to create custom reports for each object and review these reports on a regular basi...read more

lbaez on August 26, 2023

HubSpot Health Care Office Hours [Recording]

This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more

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DWoodcock5 on August 25, 2023

How to convert deal owner ID to deal owner name

Hi - we've integrated HubSpot with Monday.com so that when a deal is created in HS an item is created in a Monday.com board. The data for Deal Owner currently comes over as an ID number; is there a way to have it come over as a name instead? Thanks. read more

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3 Replies

DWoodcock5

Member

August 29, 2023 16:59

Per Monday.com, it is indeed a Monday.com limitation. The question then becomes whether there's an ID assigned in HubSpot Deal Owner and if so whethe...read more

Solved

MStefureak on August 25, 2023

Submit a request to finance department

Hello I was looking for ideas for a way to set a trigger within HubSpot to email a request to our Accounting Department. We have salespeople creating new companies and calling on them to land new business. When they have landed a new custom read more

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2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 25, 2023 13:10

Hi @MStefureak , This can be achieved with an internal marketing email action in workflows (which lets you specify any recipient email address...read more

Solved

MMorini7 on August 25, 2023

Deal Type | workflows

Hello everyone! I would like to ask some of you for help in setting up a workflow. I would like to send an email to those who have placed their third order from our website. On hubspot I found the properties "Deal Type-New Business" however I think read more

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7 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 25, 2023 09:02

Hi @MMorini7 , You'd have to work with a custom calculation property instead: https://knowledge.hubspot.com/crm-setup/create-calculation-prop...read more

Solved

KHassen30 on August 23, 2023

Sequence Management, is there a calendar view?

I am a member of an in-house marketing team, and our sales team is beginning to use the sequencing tools in HubSpot. We want to ensure we are not over-messaging our contacts and would like to know if we can view all sequences in our account in a cal read more

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0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 23, 2023 13:55

Hi @KHassen30 , As far as I know there isn't, no. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting ...read more