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
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
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.
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
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
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
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
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
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