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LDeniz on May 22, 2024
I want to make association labels on contacts associated with Deals Mandatory when a deal gets to a certain stage in the pipeline i.e., when the deal is at a late stage, there must be a contact associated with the deals that has an "Economic buyer" read more
0 upvote
1 Reply
Hall of Famer | Partner
May 22, 2024 13:07
Hi @LDeniz , As far as I know, this is not possible yet. It's probably close, considering that there is also a private beta for 'Required Asso...read more
MarcBissonnette on May 16, 2024
Hi all: My preface is that I am a solid Hubspot fan - It's made my life a LOT easier, it's kept me in touch with my customers more frequently and accurately, as well as given me a solid picture of my performance to date with the company. I'm curio read more
0 upvote
6 Replies
Participant
May 22, 2024 01:52
Hi Marc, I celebrate your success in getting anyone to listen, and take any interest in improving the product. Yes, I've talked to a string of HS fol...read more
Solved
MDoyduk on May 16, 2024
Hi there, We're adding external resellers in our HubSpot account with very limited permissions. We've created a dummy account with the same set of permissions and looked all over HubSpot to check what they can and cannot see, however they seem t read more
0 upvote
3 Replies
Accepted Solution
Contributor
May 20, 2024 07:53
Hi @MDoyduk , I hope you're having a good Monday! Sorry, I don't have an elegant solution for your questions. Restricting Access to Files in ...read more
MDoyduk on May 16, 2024
Hi there, We're adding external resellers in our HubSpot account with very limited permissions. We've created a dummy account with the same set of permissions and looked all over HubSpot to check what they can and cannot see, however they seem t read more
0 upvote
9 Replies
Top Contributor | Partner
May 17, 2024 09:12
Hi @MDoyduk , Apologies that I can't be of more help here, my best guess was trying to remove payment permissions. I'd suggest that you ...read more
Solved
LVermeulen9 on May 02, 2024
Hi there, We've recently started using the 'target accounts' feature in Hubspot. We've selected a bunch of companies we want to focus our outbound efforts on this quarter: putting multiple people from that company in sequences, sending them ads,... read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 07, 2024 11:19
Hey @LVermeulen9 When you are working with target accounts you are working with companies so here you can use the lead status standard prop...read more
RBrown82 on May 01, 2024
I am trying to create a workflow that would weigh deals at the lowest vaklue but a deal would not move forward until the lowest one was increased. This one have my head in wraps. Are there any suggestions?
0 upvote
2 Replies
Member
May 02, 2024 03:16
So I have developed a pipeline with a list of properties that have drop down menue selections. When a team member selects a dropdown for a property b...read more
Solved
BGreen92 on April 29, 2024
Hello, I have been implementing a property onto deals that calculate the number of days the deal has been in a deal stage. I'm using a custom formula on a property: time_between([properties.date_became_sales_qualified_lead_in_pipeline], read more
0 upvote
2 Replies
Accepted Solution
Participant
April 29, 2024 11:28
Thank you, Colin; I have managed to get this to work. I'll post the solution for others just in case they need to achieve a similar scenario. He...read more
Solved
OBetzalel on April 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f read more
0 upvote
4 Replies
Accepted Solution
Contributor
April 23, 2024 18:58
Hi @OBetzalel , Nice to meet you! If you find @HubSpot_Corey 's method a bit tricky, I might be able to help. We have an quote automation a...read more
Solved
LWest0 on April 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...read more
ELAI24 on April 10, 2024
Hi everyone, My company wants to use HubSpot to send marketing emails, and we have been doing so using the mass email functionalities with marketing emails. However, I like the Sequence processes a lot more and am more comfortable using those. M read more
0 upvote
1 Reply
Hall of Famer | Partner
April 10, 2024 23:59
Hi @ELAI24 , No, that's not possible. Sequence emails will always be sent via a connected inbox and not a connected email sending domain. ...read more
Solved
zachtaylor on April 09, 2024
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more
Accepted Solution
Thought Leader | Platinum Partner
April 10, 2024 08:27
Could be that the contact filled the form in the same device (Pc or mobile) OR in the same tracked site (landing, website page) Here is an artic...read more
Solved
MRoberts8 on March 29, 2024
I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying read more
0 upvote
3 Replies
Accepted Solution
Top Contributor
April 01, 2024 19:36
Hi @MRoberts8 and thanks for the tag @PamCotton , Due to the fact that ‘Line Items’ and ‘Deals’ are considered separate objects in HubSpot the...read more
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