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OBetzalel on May 30, 2024
Hi all, I wanted to know, what is the order when we send the email for signature for the customer and for a user? what is the order that the quote is sending to each persona. 1. From what I understand, it sends to the customer 1st, and only after read more
1 upvote
3 Replies
Contributor
May 30, 2024 18:44
Hi @OBetzalel You could achieve this using our document automation app for HubSpot called Portant . It gives you more control over how your ...read more
FMorre on May 30, 2024
Hello everyone, I need your assistance. I connect companies with top business trainers to enhance their employee and management skills. I engage with freelance trainers via cold emailing and aim to manage their journey effectively. Here’ read more
Member
May 30, 2024 11:20
Not yet i'm trying first to find out the best practices.
SBaker12 on May 29, 2024
Is there a way to reduce spam emails from automatically populating HubSpot and then having to manually delete them? Maybe there is a feature where I may have to click on an email to manually enter them as a contact in Hubspot versus it being automat read more
0 upvote
1 Reply
Hall of Famer | Partner
May 29, 2024 13:47
Hi @SBaker12 , Form submissions automatically create contacts - this behavior cannot be changed. There isn't any way to approve contacts. Ther...read more
SBaker12 on May 29, 2024
I have a a lot of spam email which then gets added to my Hubspot. I want to delete multiple spam contacts. Currently, I must click the check the box next to each one manually rather than using "shift key" to select several contacts at once to delete read more
0 upvote
1 Reply
Hall of Famer | Partner
May 29, 2024 13:49
Hi @SBaker12 , HubSpot doesn't support the shift or ctrl key when selecting multiple records - I'm not aware of any workarounds for selecting ...read more
Humashankar on May 29, 2024
In today's fast-paced sales horizon, efficiently identifying and prioritizing high-quality leads is crucial for success. Manual lead scoring can be time-consuming and prone to errors, leading to missed opportunities and wasted resources. That's wher read more
1 upvote
2 Replies
Top Contributor
May 29, 2024 18:08
Hi @PamCotton - Thank you so much for your feedback and support !!
Solved
OBetzalel on May 29, 2024
Hi, I have a question regarding a workflow. I have a field: "Renewal Date" for a future date. I want to send an email notification 60 days before the "Renewal Date", will it work to send it one time only? for example, it will send 60 days before read more
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
May 29, 2024 08:12
Hi @OBetzalel , No, if a contact enters your CRM with a renewal date 50 days out, they would still enroll as they would still meet the enrollm...read more
SarahOps on May 28, 2024
Hello, Wondering if anyone can think of a solution to the below problem: I created a custom property to calculate ACV using a formula. The issue I face is that we sometimes have contract durations of less than 12 months. When that is the cas read more
1 upvote
3 Replies
Thought Leader | Platinum Partner
May 28, 2024 08:35
In this case you should have a deal per year of contract to get the proper info in reports and also be able to make this in this property work be...read more
PAtlan on May 28, 2024
Hi, I'm looking to get the content of text from specific documents in HubSpot (in this case, resumes from a subset of my contacts) so the content can be included in HubSpot search. I just need the raw text from pdf / Word documents dumped into a c read more
0 upvote
3 Replies
Contributor
May 28, 2024 06:42
Hi @PAtlan , I would try the app out or reach out to the developers. If they only have a few installs they are probably going to want to talk to yo...read more
ConstantinS on May 28, 2024
We are a sales agency managing multiple client companies within a single HubSpot account, and we're encountering a few challenges. Specifically, we're struggling with: Recording activities separately : It's difficult to log activities for each o read more
1 upvote
5 Replies
Member
May 29, 2024 14:53
@Lucila-Andimol Unfortunately, it doesn't work because I can't use Associate labels for the 'leads', to associate them with contacts or companies...read more
AManuel6 on May 26, 2024
Hi, I have a staff member (Contact Owner) who is going on temporary leave for an unknown amount of time and I will need to temporarily get notifications rerouted to another staff member in the meantime. I would prefer not to bulk change the con read more
0 upvote
1 Reply
Hall of Famer | Partner
May 27, 2024 00:19
Hi @AManuel6 , HubSpot doesn't have a default feature that helps with assigning and re-assigning contacts and notifications during someone's t...read more
LMiller39 on May 23, 2024
Hi everyone, Thought I'd post on here to see if I can receive any advice for my team. We are currently working on a large scale data cleanse and have found that we do not have a standardized process for creating contacts and other objects. For inst read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
May 24, 2024 09:54
Hey @LMiller39 so the best recommendations that I can give you are : - identify crucial información for the company - identifiy how this inf...read more
SComeau on May 23, 2024
Hello, Can someone tell me if my CSM's will need both a Sales and a Service Hub Seat? We are now moving them over to Service Hub with the expansion of the Customer Success Workspace. It seems redundant to have to pay for both, do they need both? I read more
0 upvote
1 Reply
Hall of Famer | Partner
May 24, 2024 01:35
Hi @SComeau , What exactly are going to be the tasks of your CSMs? For the customer success workspace, a Service Hub Seat is going to be suffi...read more
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