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JordanHorwitz on December 04, 2024
I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?
0 upvote
3 Replies
Hall of Famer | Partner
December 04, 2024 12:44
@JordanHorwitz not possible as of now, as far as I know, unfortunately.
Solved
JNyfox on December 03, 2024
We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic read more
1 upvote
2 Replies
Accepted solution
Participant | Gold Partner
December 04, 2024 02:02
Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...read more
Solved
w1234 on December 03, 2024
When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"
0 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
December 03, 2024 13:43
Hi @w1234 , In HubSpot, while you can set a task due date using a dropdown of default timeframes or the "Custom Date" option, there isn't a buil...read more
Solved
Martindb on December 03, 2024
Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, read more
1 upvote
8 Replies
Accepted solution
Thought Leader | Platinum Partner
December 04, 2024 08:05
Hi @Martindb deals is the standard object in HubSpot for the Sales hub. Transactions must be a custom object in your portal. the solution is th...read more
Solved
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
1 Reply
Accepted solution
Key Advisor | Diamond Partner
December 03, 2024 13:19
Hi @Xiawanbai , Thank you for sharing the details of this issue. To resolve the problem of sales representatives not receiving verification ...read more
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
3 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
2 Replies
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
Solved
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?
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 03, 2024 13:35
Hi @dmattauch you 'd have to use a workflow to associate both objects. Here is an article on how to do so hope this helps
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