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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
1 Reply
Community Manager
March 28, 2023 09:10
Hello @AGill9 , thank you so much for posting in our Community! Let's invite our top experts to this conversation to share their thoughts, 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
0 upvote
1 Reply
Community Manager
March 28, 2023 08:30
Hi @DGilmour6 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have 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
LYTsang on March 23, 2023
Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more
0 upvote
2 Replies
Accepted Solution
Community Manager
March 24, 2023 08:12
Hello @LYTsang Happy Friday! Thank you for posting in our Community! At the moment it is not possible to have a workflow action that can more
InciteJoe on March 23, 2023
Hello, I am using the Business Units feature in my portal, I know it doesn't currently work on deals so I was looking for a work around using a workflow. E.g. if a contact is under Business Unit A then add any deal associated to them int read more
0 upvote
1 Reply
Top Contributor | Partner
March 23, 2023 03:37
Hi @InciteJoe , Yes, there is a way to work around this with a workflow with a combination of contact/deal triggers. Try using the if/ more
Kevin_Jorgensen on March 22, 2023
For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more
1 upvote
2 Replies
Participant | Platinum Partner
March 22, 2023 14:25
Hi. Thanks for the suggestion. The purpose of this number is that it is used in the calculation of the reps progress to goal. We want to use the more
rj008 on March 21, 2023
I would like to customize the Create Deal form to be able to select products (Add line item) to include in a deal record. Ideally, my reps could add products via the Create Deal form from Gmail using the HubSpot Sales Extension for Gmail. Cu read more
0 upvote
4 Replies
March 25, 2023 08:05
Thank you, Sherry!
thusgaard on March 21, 2023
Can't quite seem to crack this. Here's some context: As part of a marketing campaign a number of contacts have received an email. the CTA was "sign up for this meeting/event". Some contacts who received the marketing email may have forwarded it t read more
Hall of Famer | Partner
March 21, 2023 11:25
Hi @thusgaard , This requires the creation of a temporary custom property, if I'm not mistaken. Here's what you would do: Create a more
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