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解決済み
WBetancourt9 7月 21日, 2024
How can I create those tabs in the contact list view to organize the different contact lists that I have? Thank you
0 いいね!
4 コメント
ベストアンサー
殿堂入り | Elite Partner
7月 21日, 2024 21:36
Hi @WBetancourt9 happy to help with getting tabs set up for your contacts. Those tabs are called "saved views" - you can find the instructio...続きを読む
解決済み
OBetzalel 7月 21日, 2024
Hi, Simple request - I want to be able to send internal email to a user if a new contact has been created under the company. The company owner is dynamic and we need a functionality that once a contact is created, we want to set that the company 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 21日, 2024 07:55
@OBetzalel this would still only happen if there was also at least one contact created in the past 24 hours. The removal of a contact alone would n...続きを読む
解決済み
AKoleno 7月 19日, 2024
I am looking for a solution to the following problem. We receive leads via email from multiple manufacturer's whose products we sell. What I am trying to do is figure out how to automatically create an 'unassigned' contact from the lead information 続きを読む
1 いいね!
1 コメント
ベストアンサー
ソートリーダー | Platinum Partner
7月 19日, 2024 09:53
Hey @AKoleno so 1 option could be to give your manufacturers a HubSpot form for them to complete with the order/client information, but this cou...続きを読む
解決済み
Coopr 7月 17日, 2024
I see how I can create an Invoice from a Deal. When I do so, some aspects of the Invoice are populated from the Deal (like the Contact). However, the Line Items in the Invoice are not updated from the Deal. What I'd like to have happen i 続きを読む
0 いいね!
1 コメント
ベストアンサー
メンバー | Gold Partner
7月 18日, 2024 08:21
Hey @Coopr , Unfortunately, HubSpot didn't provide this feature to automatically add the line items to Invoices. When you are creating an Invoice, ...続きを読む
TimDavies 7月 16日, 2024
Hello Hubspot Community. It's a pleasurte to join you all. I'm looking for a recommendation for a resource inside or outside the HubSpot academy that will guide me through the process of configuring HubSpot, prior to importing contacts. I kno 続きを読む
0 いいね!
1 コメント
ソートリーダー | Platinum Partner
7月 17日, 2024 04:57
Hey @TimDavies welcome to the group! It's great you're already thinking about how you want to organise your contacts, that's a first step a lot of ...続きを読む
解決済み
Nico80 7月 16日, 2024
Hello I am new to Hubpsot and hoping someone is able to assist me. I want to send an email to a contact but from one of our team members. I have clicked on the user's name and then when I try to change the "from email address" it does not come wi 続きを読む
0 いいね!
1 コメント
ベストアンサー
ソートリーダー | Platinum Partner
7月 16日, 2024 13:28
Hey @Nico80 just to clarify are you looking to send a sales email or a marketing email? The sales email would be what you see when you either se...続きを読む
解決済み
JvanSchaick 7月 16日, 2024
Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effective 続きを読む
1 いいね!
1 コメント
ベストアンサー
トップ投稿者 | Solutions Partner
7月 16日, 2024 06:35
Hey @JvanSchaick You can follow this ultimate sales process guide to help you set up and give an idea of how you can align the sales process i...続きを読む
AditiSood22 7月 16日, 2024
I want to understand is there a way I can auto-populate timestamps in the workflows that I have created? I have creted 2 different workflows to auto populate Lead Creation Time and First Time Contact properties to calculate a third property called L 続きを読む
0 いいね!
3 コメント
殿堂入り | Solutions Partner
7月 16日, 2024 03:56
@AditiSood22 there's a newly launched beta for datetime properties which should work for your requirements:
jforte 7月 16日, 2024
If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for 続きを読む
トップ投稿者
7月 17日, 2024 17:43
Thanks for the kind words @PamCotton !! I would be really happy to share more about that in September (wink wink) ❤️
解決済み
YuliaD 7月 14日, 2024
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w 続きを読む
ベストアンサー
殿堂入り | Solutions Partner
7月 15日, 2024 05:00
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing ass...続きを読む
解決済み
NatFrilay 7月 12日, 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?
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 12日, 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...続きを読む
解決済み
robertmaclean 7月 11日, 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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 12日, 2024 00:16
Hi @robertmaclean , This can be achieved with the help of workflows, requiring a Professional subscription: https://knowledge.hubspot.com/wor...続きを読む
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