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Tucker1 on November 28, 2022
Hello everyone, I was hoping that someone could help me out here.. I would like to have a report that I can pull in order to see how many calls vs how many qualification, meetings set, deals made, etc. However, when I pull the report, it w read more
0 upvote
4 Replies
Hall of Famer | Partner
November 29, 2022 07:23
Hi @Tucker1 , Your report has the primary data source contacts, so it shouldn't be showing contacts multiple times. With the report you' more
NGutgsell on November 28, 2022
Hi HubSpot community:) I am looking for a solution to this kind of problem: "One thing that is annoying in Hubspot that I haven't found a solution for yet is that when you take notes, they can be saved to either the company or the deal. Ei read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
November 28, 2022 08:48
Hi @NGutgsell Are you logging notes within the HubSpot CRM? You have the option to decided with which associated records an activity more
MiniWatson on November 28, 2022
Hi, I have been using Hubspot for at least 3/4 years, this has never been an issue in the past and I'm not doing anything differently. But for some reason I can no longer upload files of any kind. If I try uploading via 'Attachments' nothing hap read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 06:57
Hi @MiniWatson , This sounds like it might be a browser-related issue. Have you tried another browser? If another browser works, I'd more
GShelia12 on November 28, 2022
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
November 28, 2022 15:46
@PamCotton Thanks for the tag. @GShelia12 I know that this is possible through PandaDoc, lots of my clients use that and the workflow runs more
Benvenisti on November 28, 2022
Hello, We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal? Thanks
0 upvote
1 Reply
Hall of Famer | Partner
November 28, 2022 03:03
Hi @Benvenisti , It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not more
zliu2022 on November 27, 2022
0 upvote
2 Replies
Hall of Famer | Partner
November 27, 2022 21:05
Hi @zliu2022 , Could you provide more context about the issue you're experiencing? The more details, the better community members will be more
phtheref on November 26, 2022
Hi! I have need to create form for handling customer orders etc. Cannot use any payments options because they are not valid here in Finland. But need to get solution where: Customer choose correct line items and give amount information with form. read more
0 upvote
2 Replies
November 27, 2022 23:38
Hmm... This is kinda frustrating if we are thinking about clean & smooth inbound sales process. Is there any 3rd party addon which could help more
MariaKristians1 on November 24, 2022
Hi. Is it possible to set up a workflow that will trigger a notification internally if two properties does not have the same value? So if X is not equal to Y - send en internal email?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 23:28
Hi @MariaKristians1 , Not out of the box, no. You would either have to set up specific branches (if property 1 has value A but property 2 more
EConway on November 24, 2022
📊 2023 Sales Trends Report + UK Spotlight 📊 Planning your sales strategy for 2023? Download now the report now. Did you know that in-person meetings were ranked the most effective sales channel in the UK? read more
SComeau on November 23, 2022
Can anyone reccomend a HubSpot Partner that can set up GDPR compliance for our instance? There are a lot of moving parts and I would feel more comfortable if we had an expert implement and review this for us.
0 upvote
1 Reply
Top Contributor | Diamond Partner
November 23, 2022 15:00
Hi @SComeau Happy to talk more about setting this up for you. Please use this meeting link and grab any time that works for you. more
TLi1 on November 23, 2022
Hi, When using the "meeting module" within "Sales". The meeting itself is registered, but not connected to company info. I have already added "Company" in the Form - but this will not appear within the CRM-system itself. Do I have to se read more
0 upvote
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
November 23, 2022 05:49
@TLi1 When you log your meeting, you should see this: This will associate the meeting to the desired objects (contact, company, deal, etc.) more
JZajac on November 22, 2022
Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac read more
1 upvote
7 Replies
Hall of Famer | Partner
November 23, 2022 09:35
Hi @JZajac , What do you mean when you say 'new users'? You would invite the sales persons to this portal, adjust their permissions to see more
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