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EConway on November 24, 2022
📊 2023 Sales Trends Report + UK Spotlight 📊 Planning your sales strategy for 2023? Download now the report now. Did you know that in-person meetings were ranked the most effective sales channel in the UK? read more
Member
December 01, 2022 02:25
Sales
EConway on November 11, 2022
Prospecting and Objection Handling: Templates and Best Practices for Sales Success ➡️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. 💡 It’s report read more
DJayagoda on November 07, 2022
CRM You Don’t Need A PHD To Use: HubSpot for Education Scrap the spreadsheets Your ticket to joyful journeys You’re doing all you can to get more enrolments, better insight and a bigger bang for your ma read more
DJayagoda on November 03, 2022
Your guide to CRM-powered evangelism: Stop Selling and Start Evangelising Cut through the noise Convert crowds to congregations. Your tech business does something special. Something that could change t read more
Recognized Expert | Partner
November 21, 2022 17:27
Thank you @DJayagoda , this is a really wonderful resource!
ChrisEriksson on October 19, 2022
When I am importing line-items into a Deal the line-items does not show up in the same order as in the csv file and when creating a Quote all the rows are mixed. Is there a way to fix this in the csv file? Does Hubspot sort the rows in a specific lo read more
Community Manager
October 20, 2022 04:53
Hi @ChrisEriksson , Thanks for reaching out! This is a great question 🙂 I would like to add our subject matter experts to thi...read more
Edyta7510 on June 21, 2022
Hello, I'm struggling to set up a good framework for managing product unit costs in HubSpot. The unit cost for the same product may differ from customer to customer, it may be even different for certain orders of the same product on the same acc read more
Top Contributor
June 28, 2022 05:12
@TrujayJay @LouiseGlover Hi Guys, You are both right this can be done with custom fields on products. The only drawback is that the values wo...read more
CNina-Soto on June 18, 2022
For all the real estate peeps in the room... How are you tracking subject properties??? I'm trying to figure out a way to track the properties owned by any particular contact. The goal is to be able to search for anyone who currently owns a single read more
Community Manager
June 21, 2022 04:46
Hi @CNina-Soto , Thank you for reaching out to the Community! I wanted to tag a couple of HubSpot experts to see if they have any advice: ...read more
Solved
PaulinaSinaga on June 16, 2022
Hello, Recently I reached out to HubSpot Customer Service asking, how I can create either a view or a list that would show me contacts with both primary and secondary company associated. It turned out there is no way to do it. However, I foun read more
3 upvotes
1 Reply
Accepted Solution
Community Manager
June 17, 2022 12:32
Thank you for sharing this workaround with us, @PaulinaSinaga !
CPudenz on June 07, 2022
Is there anyway to automatically update the Unit Price field when the Billing Frequency is changed? ie. Annual billing for $120,000 updates to $10,000 when the billing frequency is changed to monthly? Right now it appears we have to manually divide read more
Member
June 29, 2022 06:48
Hi Himanshu, did you mean currently Hubspot does not* offer this? How do you customize the quote to do so?
Solved
AThompson1 on April 19, 2022
It is common that our client will make multiple quotes for one deal. I need to be able to identify which one is approved/sold and then create a workflow (to process the sale via their internal system). It is also necessary to keep any declined quo read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 19, 2022 21:27
Hi @AThompson1 , You can create multiple quotes on a deal. They will all appear in the right deal sidebar in the Quotes section: ...read more
Solved
pjparkjd on March 07, 2022
When I try to use HubSpot Sales Tools in Outlook, I get the error that the connected inbox doesn't match the Outlook account when trying to use it. Then it says if ron.mac@donald.com is an alias, change your account in Outlook to use your primary read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 07, 2022 21:43
Hi @pjparkjd , I'm not aware of a way to bypass this error message. If you want to have your historic emails available, you could: Move th...read more
Solved
DSimone on February 14, 2022
Does anyone know if there is a way to print a chat report or create a dashboard that shows an aggregate of chat inquiries by time of day? Thank you!
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 14, 2022 21:34
Hi @DSimone , HubSpot reports usually don't get more detailed than a daily time window, unfortunately. As far as I know it's not possible to r...read more
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