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Xiawanbai on December 03, 2024
Please help We recently updated our internal email system, and it seems that our sales representatives can no longer verify the e-signatures for quotes sent to customers before the change. Sales reps are unable to sign these quotes because t read more
0 upvote
0 Reply
Solved
TVaz on December 03, 2024
Hi, community! I’m in the middle of analyzing our contact database and could use some help figuring out what to do with hard and soft bounces. • Hard bounces: I’m thinking these probably need to be deleted since they’re invalid, but I’d lov read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 03, 2024 05:26
@TVaz it depends how 'valuable' these contacts are for you. Do you think it's worth reviewing them individually or is it acceptable to discard them...read more
Solved
RBanola on December 02, 2024
Hi Team, I tried creating a report for marketing emails using two methods. method 1: Selected two datasets and marketing emails. Method 2: selected " Marketing Analytics + Contacts + Companies" method 1 fetches 0% ma read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
December 03, 2024 06:25
Hi @RBanola ! In addition to the suggestions above, I'd like to point you towards this (click in number order, 1-->3) I per...read more
Solved
RBanola on December 02, 2024
Hi, I have 96 total deals in hubSpot (PFB screenshot). But I am trying to create a deal stage report it shows inaccurate number (93 deals total). PFb screenshot, I tried playing with filters, manually checked if any deal is missing deal s read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 03, 2024 00:14
Hi @RBanola , This seems to be a bug and I'd recommend reaching out to HubSpot support directly, via chat / email / phone, in-app. Since you're o...read more
Solved
KeithCFC on December 02, 2024
Hi All, My company is moving to hubspot from Salesforce so this question may make sense for those of you who know... Is it possible to adjust object views or are we limited to the 3 column views? Also with navigation, i couldn't see wher read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 02, 2024 15:23
Hi @KeithCFC so navigation and object view in 3-columns are standard and not customizable. How ever: - you can have bookmarks in the menu ...read more
Solved
SRodriguez69 on December 02, 2024
I can do it as an admin, but they can't. The problem with opening another lead is that the other lead's history is lost.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 02, 2024 13:11
Hi @SRodriguez69 , I haven't checked this but if you're experiencing this, that seems to be the case, yes. For now, they would have to reach o...read more
Solved
KMarciano7 on December 02, 2024
Hi - we would like to start to use HS ILO quickbooks online and in generating quotes, how can I add a % markup to a line item Example Name Unit Price Qty Markup Total Labor $57.00 30 20% read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 02, 2024 15:37
Hi @KMarciano7 so the first thing 'd be creating Markup as a custom property for your products and adding it as a column in the products view. ...read more
dmattauch on December 02, 2024
Hi, I created a marketing event in the object marketing event I created a form to attend event. How do i sync both, so people who fill in form, are registered as event attendees?
0 upvote
1 Reply
Key Advisor | Partner
December 02, 2024 07:55
Hey @dmattauch I saw this post on community which might be helpful for you kindly go through this suggestion here Also kindly go through...read more
Solved
VegaWu on December 01, 2024
Hello Support Team, I am a little confused about your plugin. I mean, is there any way for HubSpot to automatically send me an email notification when somebody try to get in touch with me via Livechat? The plugin is now on my WordPress website. read more
0 upvote
2 Replies
Accepted solution
Key Advisor
December 01, 2024 11:24
Hi @VegaWu This is not HubSpot Support but a community of volunteers. Just check your notification settings for chat and email conver...read more
Solved
MConnelly3 on November 29, 2024
I want to set stages for reachout to contacts - the first three are: 1. No Pending Deal 2. Initial Outreach Approved 3. Initial Outreach Sent 4. Response Recieved 5-10 [there are others] 1-2 is manual. 2-3 is automated and is working pe read more
0 upvote
4 Replies
Accepted solution
Top Contributor
November 29, 2024 12:52
What you could also do to be safer and for the sake of explainability of the workflow, not using "after expert stage" but using "after became initia...read more
Solved
springlearns on November 28, 2024
Hi HubSpot CRM Community, We at Springlearns , a provider of professional training solutions, are exploring how HubSpot CRM can help us enhance client engagement, streamline our training program processes, and improve communication across our te read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Partner
November 28, 2024 05:53
Hey @springlearns To enhance client engagement, streamline training program processes, and improve communication across teams using HubSpot C...read more
Solved
rajeshchawla on November 28, 2024
Hello HubSpot Community! I’m Rajesh. I’m curious, how can HubSpot CRM empower businesses, especially in industries like real estate, to replicate a relationship-driven approach like his? Specifically: What HubSpot CRM tools work bes read more
1 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
November 28, 2024 02:39
Hi @rajeshchawla , Hope your day is going good. HubSpot CRM is a powerful platform for emulating the relationship-driven success of l...read more
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