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LDeniz le Mai 22, 2024
I want to make association labels on contacts associated with Deals Mandatory when a deal gets to a certain stage in the pipeline i.e., when the deal is at a late stage, there must be a contact associated with the deals that has an "Economic buyer" Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mai 22, 2024 13:07
Hi @LDeniz , As far as I know, this is not possible yet. It's probably close, considering that there is also a private beta for 'Required Asso...Lire la suite
EVersloot le Mai 22, 2024
Dear all, A few years back we've started using the Sales Hub to keep track of our deals. A setup that was chosen was to have 2 deals for each deal we enter. 1 deal with a close date in current year and 1 deal with a close date on 1st of January Lire la suite
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6 Réponses
Expert reconnu | Partenaire solutions Diamond
Mai 22, 2024 16:57
That was actually the purpose of the closed year property. If closed year is 2024 > New Year's Day is 1/1/2025, but you are correct, of course. Y...Lire la suite
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ParkerShort le Mai 21, 2024
This feels like a dumb question, but I'll throw it out here - how do you get a date field on a quote? Like we want someone to provide the date they sign (or have it filled in when they sign), and then state that the contract is valid for 1 year. Thi Lire la suite
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Accepted Solution
Contributeur
Mai 22, 2024 04:54
Hi @ParkerShort , If you need a solution quickly you could achieve this using our document automation app for HubSpot called Portant . It give...Lire la suite
Ebarak le Mai 21, 2024
Hi HubSpotters, I need your kind assistance. We have the HubSpot Calendar Module embedded in many pages of our WordPress website. We need to track the calendar booking on a particular page. But the problem is that the same meeting link is embedded Lire la suite
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1 Réponse
Mai 21, 2024 14:54
Hi, You could create page specific CTA buttons that open up the respective HubSpot Meetings links(it would basically tie up a click to a specific CTA...Lire la suite
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josefroy le Mai 20, 2024
Hi! First off, sorry if this is totally the wrong spot for this question! I need some help with a situation in HubSpot. We need to associate a contact with: Another contact A company where both contacts are associated Think of it like a Lire la suite
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1 Réponse
Accepted Solution
Expert reconnu | Partenaire solutions Diamond
Mai 21, 2024 09:52
Hi @josefroy , Have you considered using a Custom Object to track the Teacher - Student relationship? Teacher (Custom Object) Can have ...Lire la suite
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darshanhira le Mai 20, 2024
Hi, I'm Darshan Hiranandani , As we gear up for the implementation of our new CRM system, it's essential to ensure that our employees are well-equipped to utilize it effectively. We're reaching out to gather insights and suggestions from all of yo Lire la suite
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2 Réponses
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Mai 21, 2024 13:36
Hyey @darshanhira You need to have a clear training trail (certifications included to cover the basics) Have a demo portal for them to practic...Lire la suite
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CostaArvan le Mai 19, 2024
I would like to structure my Contacts list to only show contacts that are in a certain lifestyle stage (At the moment it shows every single contact). I click on the Advanced Filter option and filter it to the certain lifestyle stages that i want and Lire la suite
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3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 20, 2024 00:52
Hi @CostaArvan , The first step would be to save whatever advanced filters you've applied. Click the save icon in the top right corner, or, if...Lire la suite
FKirchner le Mai 17, 2024
I'm new to HubSpot and I've encountered a question that's been puzzling me. I'm trying to find out if it's feasible to update the Company / Contact / Deal Object through a workflow using data gathered from a Call Activity, for instance. So, when a Lire la suite
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1 Réponse
Expert reconnu | Partenaire solutions Platinum
Mai 17, 2024 10:57
Hi @FKirchner , By default, no because the system won't understand how to parse the data in a notes field into separate properties on a record...Lire la suite
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fonzieMT le Mai 17, 2024
Hi guys, I'm managing the Sales Ops of a B2B SaaS company. I'm looking for best practices around Deal Management. Question: Let's say we haven't heard from an Active Deal in a long while (1 month, maybe more), can we mark the deal as "Clos Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 17, 2024 06:33
Hi @fonzieMT , I would say that's perfectly reasonable. It could be automated with a simple deal-based workflow: https://knowledge.hubspot.co...Lire la suite
06401 le Mai 17, 2024
Hello, We've recently shifted our focus from contacts to companies. Especially ACM is really powerful tool in HubSpot but we also wanna see the Company Lifecycle Funnel. I see a beta version of Company funnel in Journey report is available but whe Lire la suite
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1 Réponse
Gestionnaire de communauté
Mai 20, 2024 03:00
Hi @06401 , Great question, that's exactly why the Community is here for! For information, I'd like to share these resources that might be of in...Lire la suite
DanGray le Mai 17, 2024
Ive recently joined a new company who are using hubspot as the CRM. Previously I was a proficent user of Pipedrive and would organise my deals into datasets from various sources, creating 100's of deals straight away with stage 1 in the pipeline bei Lire la suite
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1 Réponse
Contributeur de premier rang | Partenaire solutions
Mai 17, 2024 05:01
Hi @DanGray , It sounds like the Lead object in the Prospecting workspace could be a good fit. The Lead stage is updated based on engagemen...Lire la suite
MarcBissonnette le Mai 16, 2024
Hi all: My preface is that I am a solid Hubspot fan - It's made my life a LOT easier, it's kept me in touch with my customers more frequently and accurately, as well as given me a solid picture of my performance to date with the company. I'm curio Lire la suite
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6 Réponses
Participant
Mai 22, 2024 01:52
Hi Marc, I celebrate your success in getting anyone to listen, and take any interest in improving the product. Yes, I've talked to a string of HS fol...Lire la suite
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