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Solved
LINCScott on September 19, 2022
I have a struggle that involves multiple objects, so I'm hopeful that someone can help me. I'll do my best to provide sufficient information without droning on. For background, my company provides teacher coaching. We ask our clients regularly read more
1 upvote
2 Replies
Accepted Solution
Guide | Platinum Partner
September 19, 2022 16:59
Hey @LINCScott , very good question! I really appreciate the detailed description. It definitely gets tricky when you're trying to use a conta...read more
Solved
JDuPlessis3 on September 19, 2022
Good day Is there a way to copy the URL of an object or task to another deal or task using a workflow? or by creating a note on the object with the URL? It would be great if there is that function as we copy a deal to another pipeline and wh read more
0 upvote
5 Replies
Accepted Solution
Participant
September 21, 2022 05:21
Hi Nigam Thank you for your suggestion. I appreciate all the assistance. I was able to solve this by creating a single-line text box to copy the ...read more
Solved
LINCScott on September 14, 2022
I'm trying to build a list of contacts who are connected to companies-- companies that have a certain known property. Is there a way to create a view or list like this that cross two Objects?
0 upvote
2 Replies
Accepted Solution
Guide | Platinum Partner
September 14, 2022 13:56
Hey @LINCScott , great question! As long as you have the contacts associated with the companies in question, you can create a list that pulls ...read more
Solved
MonMac on September 07, 2022
Is there a way to change the currency from AUD to USD? Our deals are set in AUD to accurately reflect what sales are coming in. When it comes to quoting, some clients would prefer a quote in USD as opposed to AUD. Is there a way we can keep AUD in read more
1 upvote
3 Replies
Accepted Solution
Top Contributor | Diamond Partner
September 08, 2022 01:11
Hi @MonMac quotes inherit the Deal currency so in order to do a quote in USD you need to have the Deal currency also in USD. Check here, point...read more
Solved
dd3d on September 05, 2022
Hey folks, I have two diffrent piplines and I was wondering if it is possible to have for each pipline diffrent requirement fields in the contact/company details? Thanks in advance : )
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 05, 2022 06:57
Hi @dd3d , Contacts and companies aren't located in pipelines, only deals are. It would be possible to put contacts and companies into l...read more
Solved
Thomas_Carlsen on September 02, 2022
The vast majority of the calls made by my sales team end up not being picked up. I read online that there might be a way to have my number verified so it would display as the name of the company on people's cellphone. Is there a way to do that with read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
September 06, 2022 05:42
@Thomas_Carlsen I found a few resources, including a discussion where it looks like yes, you can verify a phone number. Here you go: How to i...read more
JesseP on August 31, 2022
We are a SAAS company that sells annual billing modules and have a professional service tied to each of the modules. I have created each line item in HS, but I want to track software vs. training. Any ideas?
0 upvote
1 Reply
Community Manager
September 01, 2022 15:56
Hello @JesseP , great question! I would like to invite our top experts to this conversation @danmoyle @Josh any recommendations for @JesseP ...read more
JesseP on August 31, 2022
We are a SAAS company that sells three-year deals but want to track revenue in years 2 and 3. So I am looking for best practices to ensure I capture that revenue. Right now, I am creating a deal in the 2nd and 3rd years, and this seems to be a read more
0 upvote
1 Reply
Community Manager
September 02, 2022 01:56
Hi @JesseP Thank you for reaching out. I want to tag some of our experts here - @Ian_Matt @andrus @johnelmer @Josh do you have...read more
Solved
Binek on August 30, 2022
Is there a way to check or get a list of contacts that has multiple associate companies? Thank you, Best, Dominik
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 30, 2022 07:09
Hi @Binek , Yes, you can leverage calculation properties for this. Create this property on the contact object and choose these settings: ...read more
GBoulaton on August 26, 2022
Hi all, Is it possible to "auto-join" sales and contacts with properties fields ? Example : I received a sales with a vendor and a client. I have the email for both in the sales properties exported by my plateform (vendor_email: / client_email: ) read more
0 upvote
2 Replies
Member
August 29, 2022 07:33
Hello Karsten, Thank you for your quick reply! I will give a little more context: We have a C2C service platform. All our users are treated ...read more
Solved
jtelfer on August 24, 2022
Hi Guys, I am looking at creating a portal for partners of the business to log in be able to view the status of the leads that they have submitted via a form. I am unable to see currently an object within the page editor to be able to displa read more
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 24, 2022 13:13
Thank you @Jnix284 ! Yes @jtelfer we do indeed have this solution here at Impulse Creative. It's a CRM-based PRM (partner relationship management)...read more
Solved
JHagedooren on August 23, 2022
I am looking for a way to add association labels automatically through workflow. We have some contact properties which will decide what label needs to be assigned to the contacts deal For example contact property is admin: yes Needs to get read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 23, 2022 07:35
Hi @JHagedooren , Currently this is not possible. However, as of August 2nd, this request is being reviewed by the HubSpot product team. Yay! ...read more
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