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KRoos en Julio 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 Leer más
1 Me gusta
5 Respuestas
Líder intelectual | Partner nivel Platinum
Julio 15, 2024 06:41
You can use the Playbooks analyze area for a more general performance view and when have Enterprise and you store the playbook's answers in a prope...Leer más
KRoos en Julio 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 Leer más
1 Me gusta
13 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 10, 2024 06:16
@KRoos a team specific view will override the default view, see here: más
KRoos en Julio 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 Leer más
0 Me gusta
5 Respuestas
Solución Aceptada
Julio 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...Leer más
MARTY5000 en Julio 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 Leer más
1 Me gusta
1 Respuestas
Solución Aceptada
Colaborador líder
Julio 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...Leer más
Nikkk en Julio 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 Me gusta
2 Respuestas
Julio 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...Leer más
JPadgett7 en Julio 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 Leer más
0 Me gusta
1 Respuestas
Miembro del salón de la fama | Partner
Julio 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...Leer más
automatedllama en Junio 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 Leer más
0 Me gusta
4 Respuestas
Solución Aceptada
Junio 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...Leer más
BNason en Junio 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 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 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...Leer más
Alex-Zeinab en Junio 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 Leer más
0 Me gusta
6 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner nivel Elite
Junio 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...Leer más
MRoberts8 en Junio 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 Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Junio 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...Leer más
Fabian93 en Junio 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 Leer más
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2 Respuestas
Julio 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 en Junio 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 Leer más
1 Me gusta
3 Respuestas
Colaborador líder | Partner nivel Elite
Junio 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...Leer más
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