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DTeter on March 31, 2023
I Have records showing up in the download that i cannot find in the online data base. They have a record ID but no information. I would like to find out where they are since they are messing with my reporting. The deal name is a date on 12 records read more
0 upvote
1 Reply
Key Advisor
April 01, 2023 15:11
It's difficult to tell with this information alone. It could be with how you are setting the deals, potentially a workflow could be involved. You more
_MMDL on March 31, 2023
Hi all, Hi all, We work in a franchise scheme, where every franchisee has their own HS account. My question is related to recommending the best practices for deactivated users at the users & teams administration level, there are accounts with read more
0 upvote
1 Reply
Top Contributor | Partner
March 31, 2023 18:46
Hi @_MMDL , Is there hope for these deactivated users to be reactivated to those HubSpot accounts? If not, then, I'll suggest removing them more
AppuMurugan on March 31, 2023
In the contact object, there are certain fields to capture sequence activity. So want to reflect those sequence activity dates from the contact object to the Company object and I created some fields for those values to capture. I know that if we cre read more
0 upvote
1 Reply
Hall of Famer | Partner
March 31, 2023 01:37
Hi @AppuMurugan , That depends on what exactly you want that workflow to do and what the enrollment criteria look like. Could share a more
KHuneault on March 29, 2023
Hello - our organization is looking to standardize email signatures. We're the only unit on Hubspot. Is there a way to list multiple, linked, social media icons horizontally in the email signature somehow? The free email generator is not a read more
0 upvote
1 Reply
Contributor | Partner
March 30, 2023 13:22
Hi @KHuneault , Do you mind me asking when you say "the free email generator is not a solution" what do you mean? Within Hubspot, if you go to more
AppuMurugan on March 28, 2023
I've created a workflow to send 2 emails to multiple leads. And we don't have a property to identify these kinds of leads so I went with manual enrollments (List). in 2nd action made 1 email template and 3rd action was a time delay until (28th march read more
0 upvote
6 Replies
March 29, 2023 02:45
Hello @AppuMurugan , It's difficult to determine the exact cause of the issue without further information, but here are a few things you can more
BWeil13 on March 28, 2023
In our business, we have very cyclical timelines for our sales process. If a deal does not go through our pipeline within the determined amount of time (ie X date), we move them to Closed Lost. However, sometimes our closed lost deals reapply and in read more
Hall of Famer | Partner
March 28, 2023 08:25
Hi @BWeil13 , Eventually this comes down to the question for how long you'd consider a deal dormant and from which point on it's closed lost. more
AppuMurugan on March 28, 2023
In HubSpot workflow, once the workflow is on and I have to send 1 email and post that if I change the enrollment list(Manual Enrollment) then the campaign will be resent right?
0 upvote
1 Reply
Hall of Famer | Partner
March 28, 2023 05:39
Hi @AppuMurugan , Could you specify what exactly you're referring to? Are you changing the enrollment criteria or are you manually enrolling more
AGill9 on March 27, 2023
Hi, I have a particular issue that I am not sure of the best way to resolve within HubSpot. The scenario: We have two customers entering a joint venture to bid on a municipality works project. I need to assign the coordination of the bid t read more
0 upvote
2 Replies
Thought Leader | Elite Partner
March 29, 2023 05:39
Thanks for the tag @PamCotton 😊 Hi @AGill9 nice to meet you. Do you think a partner relationship management (PRM) system is more
DGilmour6 on March 27, 2023
Hi all. I hope someone can help me with this. So we use the meeting link on different website pages and I need to understand, on which page the client fills out the form and book a demo. I noticed that HubSpot automatically sends the parentPageUrl read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
March 28, 2023 09:57
Hey @DGilmour6 , thanks for reaching out! And thanks for the tag, @MiaSrebrnjak ! So even though HubSpot Meetings links are treated more
AppuMurugan on March 26, 2023
I want to create a task automatically for the deal owner in every 5 working days (recurring ) if the deal stage is a demo.
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 26, 2023 21:10
Hi @AppuMurugan , "former" referred to a recurring task, "latter" to creating separate tasks on a recurring basis. Best regards!
crashimir on March 24, 2023
Hi there, Is there a plan to develop the ability to insert a note for Closed Lost Reason along with the option from the dropdown? For example, we have a bunch of competitors, and sometimes customers decide to go with them instead of us. I'd read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 24, 2023 05:27
Hi @crashimir , This has been requested by many users before: more
SusanneLorenz on March 24, 2023
Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 24, 2023 01:59
Hi @SusanneLorenz , Not that I'm aware of, no. There aren't any settings to pre-populate call notes without having to click anything. more
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