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NatFrilay en Julio 12, 2024
Hi ! I would like to create a free text section in the company profile page where I could write about the sales strategy for this company. How would you go about it?
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1 Respuestas
Miembro del salón de la fama | Partner
Julio 12, 2024 08:56
Hi @NatFrilay , One option would be a custom company multi-line text property: https://knowledge.hubspot.com/properties/create-and-edit-prope...Leer más
robertmaclean en Julio 11, 2024
I'd like to create an automated system whereby I can see my customers moving through the stages of a pipeline depending on how far they are into an annual contract, and to be sent a task to touch base with them once they are one month out from renew Leer más
0 Me gusta
2 Respuestas
Miembro del salón de la fama | Partner
Julio 12, 2024 00:16
Hi @robertmaclean , This can be achieved with the help of workflows, requiring a Professional subscription: https://knowledge.hubspot.com/wor...Leer más
04509 en Julio 11, 2024
Good Day, I have a question regarding the drop down select option in properties. I have a drop down property that I have at the company level for all my customers. I manually created the options in that drop down selection, however as I work thr Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Julio 12, 2024 00:00
Hi @04509 , No, this is currently not possible out of the box and would require working with the HubSpot API and the help of a developer. Ther...Leer más
MChanning en Julio 11, 2024
I give up. I thought there woudl be an intuitive way to upload images to the library, so I can imsert images into my email templates. Not so!! But this is HubSpot!! Could anyone help me please? Thank you. Mike
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3 Respuestas
Miembro del salón de la fama | Partner
Julio 11, 2024 10:57
@MChanning happy to help – please mark my previous reply as accepted solution to help others solve this as well. Regarding the red circle, ar...Leer más
SKeohan en Julio 11, 2024
I am trying to create a list of companies based on a certain person creating them. For example our admin added some clients to the system on behalf of my director and I want to find which clients they were, Ive tried creating a list based on 'Create Leer más
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2 Respuestas
Asesor destacado
Julio 11, 2024 04:29
Hi @SKeohan I think this is a case of HubSpot being very inconsistent in naming their own IDs, and also not simply providing drop down, inst...Leer más
Mlho en Julio 10, 2024
Hi - I see that from the contacts side, I can see the companies that we have introduced these contacts to. I was wondering on the flipside, is it possible to see the contacts that we have introduced companies to?
1 Me gusta
2 Respuestas
Miembro del salón de la fama | Partner
Julio 11, 2024 00:14
Hi @Mlho , When opening a record in HubSpot, you can always see the associated records in the right sidebar. When opening a contact record...Leer más
Mlho en Julio 10, 2024
Hi - I was wondering if anyone knows how to create a landing page on Hubspot to get people to sign-up for a newsletter? Ideally these people who signed up will be automatically added to a certain list.
2 Me gusta
5 Respuestas
Líder intelectual | Partner nivel Platinum
Julio 12, 2024 07:44
Hi @Mlho adding other suggestions here for you 'd be to add pop-up forms into your current website or blogs. Also Standard forms can also ...Leer más
SYu5 en Julio 10, 2024
Hi wonder if anyone has run into this - we have set up the Gmail integration, and one team member is also using Superhuman. The emails sent from Superhuman are not tracked. Is there a solution for this? Thank you!
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2 Respuestas
Miembro
Julio 11, 2024 21:46
the app. Thanks!
SKeohan en Julio 10, 2024
How do I turn off email notifications that say I am following a deal?
1 Me gusta
3 Respuestas
Colaborador líder | Partner
Julio 10, 2024 11:09
Hey @SKeohan You can turn off the deal-based notifications kindly follow this step by step article : https://knowledge.hubspot.com/user-manag...Leer más
Humashankar en Julio 10, 2024
Hi Everyone, @Juniver doing outbound sales and receiving a lot of autoreplies due to the summer holiday. Is it possible to have a workflow be triggered (e.g., automatically send X email template 2 weeks from now) when we receive an auto-r Leer más
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1 Respuestas
Administrador de la comunidad
Julio 10, 2024 16:32
Hey @Humashankar , thank you for posting here. Handling autoreplies during peak holiday seasons can be quite a task. One effective way to ma...Leer más
KRoos en Julio 10, 2024
Hi All, maybe someone has the solution for us... We want to log what has been discussed during the call and build a report around it. I know there is a property in the call log, called 'call outcome'. But we can't use that property, beca Leer más
1 Me gusta
2 Respuestas
Líder intelectual | Partner nivel Platinum
Julio 10, 2024 13:04
Hey @KRoos with use playbooks with our Enterprise customers that allows you to save information directly into properties. have you tried using...Leer más
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MikelMangold en Julio 10, 2024
Hi Hubspot Community! -> I am working for several organizations with several emails and therefore several calendars. Am I alone? I need the functionality where I can connect another calendara to the meeting scheduler so it doesn't enter Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 10, 2024 05:39
Hi @MikelMangold , This is possible, see the screenshot below: The two blurred boxes under 'Availability calendars' are calend...Leer más
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