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KGielen on June 14, 2024
Can I change the deal probability to the percentage that I've defined myself? Currently they are set at 0.2 - 0.4 - 0.6 - 0.8 - 0.9 - 1.0. I want to change these to 0.05 - 0.1 - 0.25 - 0.50 - 0.75. Is this possible? Thank you, Kurt
0 upvote
5 Replies
Hall of Famer | Partner
June 14, 2024 05:54
@KGielen that is possible in the pipeline settings: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-dea...read more
val_spot_on on June 12, 2024
Hello everyone! All unprocessed leads are identified in our system as 'Unqualified', but depending on source they should be processed differently e.g. registered on website though sequences, website requests though personalized approach and so on. W read more
0 upvote
2 Replies
Member
June 13, 2024 08:35
Hi @val_spot_on , HubSpot automatically fills in the source for created records. Check the following properties to identify the most accurate sou...read more
abockler1f on June 12, 2024
Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl read more
0 upvote
2 Replies
Contributor | Diamond Partner
June 12, 2024 15:46
@karstenkoehler Thank you. I checked that, and I think this client may not have any workflows that assign contacts to the deactivated user anymore....read more
kara_susvilla on June 12, 2024
Sales teams have a lot on their plates and, in the past, they often ended up spending more time on administrative tasks than building relationships with prospects and customers. But today, they’re starting to think differently about how they u read more
4 upvotes
1 Reply
Most Valuable Member | Elite Partner
June 13, 2024 20:34
Thanks for sharing this @kara_susvilla , our team has worked extensively with PandaDoc and @christopher-RVO has probably sold & implemented Pa...read more
JRoberts57 on June 11, 2024
I would like to create a workflow that tracks bids for our company, we regularly tender for work within both public sector and privtae sector clients. The idea is that we can track the progress of the bid, assign tasks to members of the team, crea read more
0 upvote
2 Replies
Contributor
June 12, 2024 03:53
Hi @JRoberts57 , What level of subscription do you have for HubSpot? It would be possible to start tracking this information either using a Cus...read more
SThatcroos on June 10, 2024
Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked read more
0 upvote
3 Replies
Top Contributor | Partner
June 11, 2024 10:33
Hi @SThatcroos , I actually had this same issue last week and spoke to HubSpot Support on it. This was the response that I received - " ...read more
OBetzalel on June 10, 2024
Hi, We are using the HubSpot <> Salesforce Integration, and the when a contact is created in HubSpot and passed to Salesforce, the lead assignment rules doesn't work to change to the right owner according to the Country field that is passed t read more
0 upvote
8 Replies
Contributor
June 13, 2024 03:42
No problem, and make sure the Users that are being assigned in SF are also Users in HS. This could be causing an issue also.
Solved
portertjp on June 06, 2024
Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
June 07, 2024 00:11
Hi @portertjp , Which subscription level are you working with? It looks like you're on a Starter subscription. In its most basic form, I...read more
fergu5 on June 06, 2024
We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals a read more
0 upvote
5 Replies
Recognized Expert | Diamond Partner
June 06, 2024 11:53
@fergu5 , Unfortunately it looks like Zapier doesn't have a create quote option in HubSpot, so I misspoke. While we're considering Zapi...read more
OBetzalel on June 06, 2024
Hi, For report purpose, I need to have the current exchange rate for the currency on a deal. The exchange rate only update on close deals, but we need to have this value to get updated from the current exchange rate we set (most recent). Can we up read more
0 upvote
1 Reply
Contributor
June 06, 2024 03:56
Hi @OBetzalel It might be worth checking out some of the apps on the marketplace which have been built to expand on the limitations of the cur...read more
IRemington on June 05, 2024
We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to th read more
0 upvote
4 Replies
Member
June 11, 2024 23:28
Hi there! Based on my 4 years in Airbnb's growth marketing team, here's a streamlined approach: Trigger Email Automation : When a deal cl...read more
Solved
GBond on June 05, 2024
Hi, I'm looking for a way of auto-populating a field of a contact based off another record (much as one would do in your email system). Basically setting up rules for contacts. For example one such rule would be: if there email address ends read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 05, 2024 05:42
Hi @GBond , This requires / can be done with a workflow: https://knowledge.hubspot.com/workflows/create-workflows (Workflows are avail...read more
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