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KRoos on July 10, 2024
Hi All, maybe someone has the solution for us... We want to log what has been discussed during the call and build a report around it. I know there is a property in the call log, called 'call outcome'. But we can't use that property, beca read more
1 upvote
6 Replies
Contributor | Diamond Partner
July 15, 2024 10:26
Hi @KRoos , I'd recommend the playbook tool, too, as described by @Lucila-Andimol . This seems to be the best solution. However, you may also...read more
Solved
KRoos on July 08, 2024
Hi all, There are some properties that we want to show on the contacts view for the whole sales team. In the settings > Objects > Contacts > Record Customization I've created a new team view for the sales team. I've added a card 'Sales read more
1 upvote
13 Replies
Accepted solution
Hall of Famer | Partner
July 10, 2024 06:16
@KRoos a team specific view will override the default view, see here: https://knowledge.hubspot.com/object-settings/customize-record-sidebars#crea...read more
Solved
KRoos on July 04, 2024
Hi all, we always received a notification from a new unassigned chat conversation. We received an email, a notification in the notification screen (when you click on the bell in the top right screen) and a sound. Letting us know that there's a c read more
0 upvote
5 Replies
Accepted solution
Contributor
July 05, 2024 04:01
Hi @KRoos , If all the settings are enabled, try clearing your your browser cache and cookies to remove any potential conflicts. Sometimes this hel...read more
Solved
MARTY5000 on July 03, 2024
I've been onboarding Hubspot with the company for less than a year and I need to help my segments track their target accounts. Hubspot's Target Accounts tool appears to be very limited. The Dashboard has few filters which makes running a segment read more
1 upvote
1 Reply
Accepted solution
Top Contributor
July 04, 2024 14:17
Hi @MARTY5000 Thanks for crafting your problem statement with a clear and concise narrative that effectively conveys the challenges you're f...read more
Nikkk on July 02, 2024
Hello everyone, How can we show amount of VAT in the quote instead of the %? Or how can we show both? Thanks Nik
1 upvote
2 Replies
Contributor
July 03, 2024 10:02
Hey @Nikkk , We have an quote automation app for HubSpot called Portant . It it will give you more control over the data included in your quot...read more
JPadgett7 on July 01, 2024
Hello, My company sells cellular connected padlock devices, and I am looking for a way to keep track of devices associated in the specific deals, and the total devices associated to a company. The reason that this is important to keep track read more
0 upvote
1 Reply
Hall of Famer | Partner
July 01, 2024 15:02
Hi @JPadgett7 , Custom objects are indeed the best approach here. Firstly, they allow you to keep track of goods sold beyond just a simp...read more
Solved
automatedllama on June 27, 2024
I'm trying to clean up location data for easier external reporting. Our target customers can have businesses in different cities and states. For example, there's currently a multiple checkbox type for states. The unfortunate drawback to this is tha read more
0 upvote
4 Replies
Accepted solution
June 29, 2024 11:39
Hmm, I was hoping that Hubspot would have more options available, especially now that we have access to Operations Hub. It seems like this would be a...read more
Solved
BNason on June 27, 2024
Hello - I'm setting a workflow up to create a stage 0 deal once a contact hits our MQL lifecycle stage. Does anyone have any suggestions on how to avoid creating duplicate opportunities if multiple indiviuduals from one company become MQLs?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 02, 2024 02:15
@BNason in that case you would flip the branches: Branch 1 Contact is associated to a company where number of associated deals is greater t...read more
Solved
Alex-Zeinab on June 26, 2024
Hi everyone, My company has recently rebranded, and we have a new domain. I’ve already updated the company name in HubSpot, but I need to change the email accounts to the new domain without losing any history. How can I change HubSpot user email a read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Elite Partner
June 26, 2024 20:44
@Alex-Zeinab based on your screenshot, you won't be able to edit the email address from the link provided by @CC-Oliver , instead, as @karstenkoe...read more
MRoberts8 on June 25, 2024
Hi, I'm looking to see the fill rate over time of a property. In other words, what percent was filled in last week vs. last month vs. last year etc. Is there a way to find this information on Hubspot? I can only see downloading property hist read more
0 upvote
1 Reply
Community Manager
June 25, 2024 19:36
Hey @MRoberts8 , thank you for posting in our Community! Currently, HubSpot doesn't directly provide a historical fill rate for properties o...read more
Fabian93 on June 24, 2024
Hi HubSpot Community, We are currently using a HubSpot Mashup as a HTML-frame in our SAP CRM-System. Is there a way to modify the mashup, so we can display different properties or information? Maybe also some "tricky" solutions with coding? Tha read more
0 upvote
2 Replies
Participant
July 03, 2024 04:21
Hi Pam, Thanks for your reply. Are there any recommendations or ideas how to do it in the best way? Thank you all in advance!
ABhandari7 on June 19, 2024
Hey, When using HubSpot's import APIs (crm/v3/imports) to create a new engagement like calls, meetings, we notice that if there are multiple contacts, it results in duplicate records in HubSpot. Is there any way where we can solve it ? not t read more
1 upvote
3 Replies
Top Contributor | Elite Partner
June 24, 2024 19:45
Hey @ABhandari7 ! We're HubSpot migration experts with our own migration platform. We'd be happy to help with this. Either check out our product at...read more
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