Tips, Tricks & Best Practices

Filtern nach
  • Alle Label
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sortieren nach
Neuesten Beiträge
  • Neuesten Beiträge
  • Top Likes
Status
Alle
  • Alle
  • Gelöst
  • Ungelöst
  • Unbeantwortet
MiaSrebrnjak on Januar 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Beitrag ansehen
Community-Manager/-in
Februar 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Beitrag ansehen
DPretorius4 on April 18, 2024
I am turning to this forum to try and get support after purchasing the starter pack my users admin was revoked and now I have view only and cant get a hold of support
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
April 19, 2024 07:52
Hi @DPretorius4 You should definitely follow the steps Berangére told you because we dont have access to your HubSPot account information here...Beitrag ansehen
OBallard on April 16, 2024
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a Beitrag ansehen
0 Likes
2 Antworten
Mitglied
April 16, 2024 14:57
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...Beitrag ansehen
Bdubs on April 10, 2024
Hello, I'm utilizing the task queues and want to know if I can set a specific contact to automatically enter back into the same task queue after completing a task. Best,
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
April 10, 2024 18:36
Hi @Bdubs Unfortunately HubSpot does not natively support creating a new task on the completion of the previous task and workflows do not suppo...Beitrag ansehen
AByrd24 on April 03, 2024
Hi there. I am researching CRMs, and I need a tool that allows us to assign leads to our customers. For example, I will have inbound emails that must be attached to each customer. Can I somehow manage such a parent-child relationship in Hubspot? I Beitrag ansehen
0 Likes
5 Antworten
Stratege/Strategin | Partner
April 15, 2024 17:07
Great HubSpot Gems 💎 and follow up questions you shared @MiaSrebrnjak . @AByrd24 great question and while we look forward to your respons...Beitrag ansehen
Gelöst
NMackay on März 26, 2024
Hello, Is it a possibility to input a picture into a snippet yet? It would be really helpful to use it as an addition to a signature, as hubspot don't yet allow the option of 2 different signatures to be used. Thank you!
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 26, 2024 07:57
Hi @NMackay , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.co...Beitrag ansehen
Gelöst
JNielsen9 on März 19, 2024
I am looking for inspiration on how to best setup my Hubsspot CRM for my self storage business. All leads come in through our webflow/website form submissions. They will then be called by us straight after and contracts are sent for them to revi Beitrag ansehen
2 Likes
3 Antworten
Accepted Solution
Koryphäe | Elite Partner
März 21, 2024 20:01
@JNielsen9 if you have Starter suite my recommendation would be quite different than if you have the free plan, since both are tagged I'm unsure wh...Beitrag ansehen
Gelöst
ZakaiLouie on März 16, 2024
I've an issue regarding mysteriously vanish from my CRM without any trace or explanation. I've noticed that certain entries inexplicably disappear from the fastgas system, leaving me baffled and frustrated. I've checked all filters and settings t Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
März 16, 2024 08:13
Hi @ZakaiLouie , Are you a super admin in your portal or is there a chance you might not have full access permissions? Are there other users i...Beitrag ansehen
Gelöst
JMorchipont on März 06, 2024
Hi, So i'm encountering an issue when importing a list of contacts with their companies, via a multiple objects contacts. I get an error message stating : This column has invalid domain names. Rows with invalid domains won't be imported. Beitrag ansehen
0 Likes
4 Antworten
Accepted Solution
Stratege/Strategin | Partner
März 06, 2024 09:40
There is a duplicate management tool in HubSpot which you can read more about here . However, I would advise not going down the route of importing d...Beitrag ansehen
Gelöst
JMorchipont on März 05, 2024
Hi, Please direct me to the right direction if I missed a post about it but don't think i could find one. When doing imports of contacts from a CSV file, everything works fine except some contacts don't have the right company created and associat Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 05, 2024 10:11
Hi @JMorchipont , The company name property on the contact record and the name of the associated company are two entirely separate things, not...Beitrag ansehen
Gelöst
SBrown801 on März 05, 2024
Hi I have the free version and hope someone can help me to understand how I can mark a task as completed so that it is filed from my task list. Thanks in advance! Suzan.
0 Likes
5 Antworten
Accepted Solution
Berühmtheit | Partner
März 05, 2024 05:55
Hi @SBrown801 , On the task index page, you can do it by clicking the check mark: On a record, you would do it here: ...Beitrag ansehen
tgrano on März 04, 2024
Hi! I have seen similar questions in regards to contacts, but wondering if there is a solution for deals. The problem is the following: Sometimes sales reps will move a deal as a "fast forward" in the sales funnel. There are many reasons for Beitrag ansehen
1 Likes
4 Antworten
Vordenker/-in | Platinum Partner
März 04, 2024 11:55
@tgrano you change the configuration of the reports so that it shows deals that has passed through ANY stage instead of all stages
Gelöst
JMorchipont on Februar 28, 2024
Hello, I'd like to gather some thoughts about what would be the best way of extracting a list of contacts that are linked to a company. I have a view of companies based on specific filters that are on companies properties, and I want to be able t Beitrag ansehen
1 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 28, 2024 10:51
Hi @JMorchipont , This is best done with a contact-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists When you cr...Beitrag ansehen
abbrechen
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.