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RyanW21 6月 14日, 2024
We have users that we want to be able to view reports on contact totals but we don't want to give them access to PII on individual contacts. I've explored field-level permissions and limiting permissions to contact but limiting view permissions on 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
6月 14日, 2024 23:21
Hi @RyanW21 , I would've suggested restricting view permissions for properties: https://knowledge.hubspot.com/properties/restrict-view-edit-a...続きを読む
dmattauch 6月 14日, 2024
Hi, I want to make a sales activity report that count contacts that were contacted for the first time. including calls, sequences, email, logged meeting. "First engagement date" doesn't seem to include sequence. "last contacted" is great 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
6月 14日, 2024 14:07
Hey @dmattauch , thank you for posting in our Community! It sounds like you're looking to create a sales activity report in HubSpot that acc...続きを読む
解決済み
KGielen 6月 14日, 2024
Can I change the deal probability to the percentage that I've defined myself? Currently they are set at 0.2 - 0.4 - 0.6 - 0.8 - 0.9 - 1.0. I want to change these to 0.05 - 0.1 - 0.25 - 0.50 - 0.75. Is this possible? Thank you, Kurt
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 14日, 2024 05:54
@KGielen that is possible in the pipeline settings: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-dea...続きを読む
val_spot_on 6月 12日, 2024
Hello everyone! All unprocessed leads are identified in our system as 'Unqualified', but depending on source they should be processed differently e.g. registered on website though sequences, website requests though personalized approach and so on. W 続きを読む
0 いいね!
2 コメント
メンバー
6月 13日, 2024 08:35
Hi @val_spot_on , HubSpot automatically fills in the source for created records. Check the following properties to identify the most accurate sou...続きを読む
abockler1f 6月 12日, 2024
Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl 続きを読む
0 いいね!
2 コメント
投稿者 | Diamond Partner
6月 12日, 2024 15:46
@karstenkoehler Thank you. I checked that, and I think this client may not have any workflows that assign contacts to the deactivated user anymore....続きを読む
kara_susvilla 6月 12日, 2024
Sales teams have a lot on their plates and, in the past, they often ended up spending more time on administrative tasks than building relationships with prospects and customers. But today, they’re starting to think differently about how they u 続きを読む
4 いいね!
1 コメント
最優秀メンバー | Elite Partner
6月 13日, 2024 20:34
Thanks for sharing this @kara_susvilla , our team has worked extensively with PandaDoc and @christopher-RVO has probably sold & implemented Pa...続きを読む
JRoberts57 6月 11日, 2024
I would like to create a workflow that tracks bids for our company, we regularly tender for work within both public sector and privtae sector clients. The idea is that we can track the progress of the bid, assign tasks to members of the team, crea 続きを読む
0 いいね!
2 コメント
投稿者
6月 12日, 2024 03:53
Hi @JRoberts57 , What level of subscription do you have for HubSpot? It would be possible to start tracking this information either using a Cus...続きを読む
SThatcroos 6月 10日, 2024
Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked 続きを読む
0 いいね!
4 コメント
メンバー
6月 14日, 2024 09:58
Hi there, Automating renewals via Deals and Workflows is a great approach to streamline your processes, but encountering errors like the one you des...続きを読む
OBetzalel 6月 10日, 2024
Hi, We are using the HubSpot <> Salesforce Integration, and the when a contact is created in HubSpot and passed to Salesforce, the lead assignment rules doesn't work to change to the right owner according to the Country field that is passed t 続きを読む
0 いいね!
8 コメント
投稿者
6月 13日, 2024 03:42
No problem, and make sure the Users that are being assigned in SF are also Users in HS. This could be causing an issue also.
解決済み
portertjp 6月 06日, 2024
Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms 続きを読む
0 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 07日, 2024 00:11
Hi @portertjp , Which subscription level are you working with? It looks like you're on a Starter subscription. In its most basic form, I...続きを読む
fergu5 6月 06日, 2024
We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals a 続きを読む
0 いいね!
6 コメント
メンバー
6月 14日, 2024 10:02
Hi fergu5, 1. **Reflecting Buying Options**: Consider using custom properties or deal stages in HubSpot to represent different buying options instea...続きを読む
OBetzalel 6月 06日, 2024
Hi, For report purpose, I need to have the current exchange rate for the currency on a deal. The exchange rate only update on close deals, but we need to have this value to get updated from the current exchange rate we set (most recent). Can we up 続きを読む
0 いいね!
1 コメント
投稿者
6月 06日, 2024 03:56
Hi @OBetzalel It might be worth checking out some of the apps on the marketplace which have been built to expand on the limitations of the cur...続きを読む
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