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Solved
SBERGE on June 15, 2022
Hello, In a contact activities, I see some " Email tracking" activities. But I can't find this activity when setting up scoring or calculated properties. I'm looking for that activity because I would like to count the number of email tracking read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
June 15, 2022 06:26
Hi @SBERGE , This information is not available for scoring or calculated properties, unfortunately. I'm also not aware of an API endpoint that...read more
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
PZickert on February 17, 2022
Does anyone have any good recommendations for security settings for sales people? In know how to do and change the settings, I am more or less looking for recommendations on what they should and shold not be able to edit, delete, change. etc.
0 upvote
3 Replies
Accepted Solution
Participant
February 28, 2022 13:39
Thank you! Very helpful. Question- a sales manager is asking me to open up to the sales reps the ability to change any account owner within our ins...read more
Solved
gjs on September 22, 2021
All of a sudden today on my meeting booking page, instead of my picture, it shows a compressed company logo. I tried removing and adding my picture and also removing and adding the company logo but no joy. Any ideas? Thanks
0 upvote
5 Replies
Accepted Solution
Community Manager
September 23, 2021 11:41
Hi @gjs Thanks for reaching out! You can update the image by going to the scheduling tab of your meeting link editor and then update ...read more
Solved
KyleSelf16 on August 06, 2021
How should we manage our properties across objects to improve data integrity? Would it make sense to set up custom properties that would essentially duplicate the HubSpot properties for data consistency? For example, here are some of the issues read more
Accepted Solution
HubSpot Moderator
August 06, 2021 14:01
Hi @KyleSelf16 , happy to provide some insight on your questions and examples! I recommend editing any existing default properties (created ...read more
Solved
Edyta7510 on May 18, 2021
Hi All, I've realized I've got the tendency to create multiple short workflows on my account (vs. more complex ones based on if/then branch). At this point, organizing them in folders still does the job. I was wondering though what is the imp read more
Accepted Solution
Hall of Famer | Partner
August 31, 2022 12:22
Hi @BBaumgardner , I answered a similar question two days ago here 🙂
Solved
Hannass on March 04, 2021
Hello there 🙂 I'm currently working with a company that would like to clean its CRM. Until now, each time they needed to add a question in a form, they created a new property. Lots of things to optimize: -> naming the properties in the right read more
Accepted Solution
Hall of Famer | Partner
March 04, 2021 05:15
Hi @Hannass , Great question! As a first step, I'd recommend to export all properties. It's much easier to obtain an overview in an Excel or G...read more
TashOliveira on November 17, 2020
Hi All, Thank you for joining today's HubSpot Sales Hub Fundamentals training, it was great to learn with you and find out more about your businesses and sales processes. We had lots of great questions and insightful conversations i read more
Solved
EmAll on November 16, 2020
Hi there, At our organization we work with travelling salesperson and territories. I would need to calculate their journey throughout the week, we will use an add-on for that part, but I still I need to store their personnal details (address, assig read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 16, 2020 04:30
Hi @EmAll , In general, HubSpot stores information in objects (contacts, companies, deals and tickets). By default, there isn't any place wher...read more
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