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MiaSrebrnjak on Janeiro 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Leia mais
Membro
Março 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...Leia mais
OBetzalel on Março 28, 2024
Hi, I want to create a logic as follows: We don't have the operations hub professional so we can't create a scheduled workflow. We have a field named: Inactive date (Date field) and another field - Inactive condition (Checkbox - Yes, No). Leia mais
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Solucionado
DJohnson4 on Março 28, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse Leia mais
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leia mais
Solucionado
ParkerO on Março 27, 2024
Hey everyone! I'm looking to create an active list that pulls new contacts that are created from a specific form. I can't seem to figure it out. Eventually I'd love to have a list of new contacts that have come in for each of the different forms w Leia mais
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4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 27, 2024 15:11
@ParkerO in that case you would filter for the contact property "First conversion" and insert the form name in the filter 🙂
KArbova on Março 26, 2024
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
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2 Respostas
Membro do Hall da Fama | Parceiro
Março 27, 2024 00:58
Hi @KArbova , By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...Leia mais
NMackay on Março 26, 2024
Hello, Is it a possibility to input a picture into a snippet yet? It would be really helpful to use it as an addition to a signature, as hubspot don't yet allow the option of 2 different signatures to be used. Thank you!
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2 Respostas
Colaborador(a)
Março 27, 2024 02:03
Hi @NMackay , While snippets doesn't support the option to allow photos, if your intent is to use it to load different signatures. You could use...Leia mais
val_spot_on on Março 26, 2024
Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon Leia mais
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1 Respostas
Conselheiro(a) de destaque | Parceiro Diamante
Março 26, 2024 11:42
Hi @val_spot_on , Deal line items have these values in them. When you create your products in Settings > Objects > Products, you speci...Leia mais
jsmith88 on Março 26, 2024
Hello fellow HubSpot enthusiasts! I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks a Leia mais
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4 Respostas
Conselheiro(a) de destaque | Parceiro
Março 28, 2024 06:52
Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships...Leia mais
Solucionado
NT_ on Março 26, 2024
Hello, I have a question regarding closed lost stage that we use in our sales pipeline. Right now our sales team thinks the closed lost stage kills the validity. The reason why, is that they think a deal never "dies" and never resets, it just s Leia mais
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1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 26, 2024 05:53
Hi @NT_ , Once a deal is closed lost, it should stay closed lost. This movement is permanent and you could consider it from another angle: Onc...Leia mais
JAugustinova on Março 26, 2024
Hello, has anyone experience this change. Line Items and their default 'unit' is showing as percentage instead of USD. Everytime we do addin of the line items, we need to change that back. Is there a way to change the default setup. Leia mais
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1 Respostas
Gerente da Comunidade
Março 26, 2024 19:07
Hey @JAugustinova , thank you for posting in our Community! It seems there may be a configuration issue within HubSpot that's causing line i...Leia mais
Bdubs on Março 25, 2024
Hello, I'm importing lists that do not have email or phone numbers on them. Without either of the two, the existing contacts are not being updated and rather a new contact is created. My focus is more on the address as these are real estate Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Março 26, 2024 00:47
Hi @Bdubs , If you want to update contacts during an import and don't have an email address, you would have to work with the record ID: https...Leia mais
davidj on Março 25, 2024
I use Task Queues to help me organize the various types of tasks. I have now reached the maximum of 25. Is there a way to get more? Am I using Task Queues incorrectly? It seems like 25 would be too low. Is there a way to better organize the t Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Março 26, 2024 00:49
Hi @davidj , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com...Leia mais
JMayhew6 on Março 25, 2024
I'm very curious to hear what other people are doing or if there is a commonly considered 'best practice' when it comes to assigning CSM ownership to a company record. Do you either A.) Make the CSM 'Company Owner', and replace/overwrite w Leia mais
0 avaliações positivas
1 Respostas
Top colaborador(a)
Março 25, 2024 16:07
Hi @JMayhew6 , I personally lean towards option B) because it helps us avoid: Overwriting the Sales owner and potentially losing clarity in ...Leia mais
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