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EMcGonigle on January 26, 2023
Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more
slecluyse on January 26, 2023
Hi there How do I delete the default (and one & only) meeting in Meetings? And if it's not possible, how do I remove the link to this meeting in a chat window? Thanks!
0 upvote
2 Replies
January 26, 2023 02:08
Not a replacement, I want to get rid of it because I'm using another tool to manage my availibility/meetings 🙂 So I either want to remove the more
Edyta7510 on January 25, 2023
Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro read more
Hall of Famer | Partner
January 25, 2023 06:07
Hi @Edyta7510 , Theoretically, you could set up permissions in HubSpot in a way that these resellers only see what they need to update record more
KKlein on January 24, 2023
HubSpot banner controls are blacked out in Chrome rendering the product unusable. Cleared cookies. Seems to work in incognito mode. Could use some help!
0 upvote
3 Replies
Thought Leader | Partner
January 24, 2023 16:47
@KKlein that really is strange, can you share a screenshot of what it looks like blacked out?
LSunstrum on January 24, 2023
Hi there, So on HubSpot it says lead status is a subset of SQL. However, why are the default lead statuses things like open deal? Wouldn't open deal mean the contact is an opportunity not an SQL? Am I wrong in thinking that open deal shouldn't b read more
1 upvote
5 Replies
Thought Leader | Partner
January 26, 2023 06:20
good call on the automation for status changes @franksteiner79 , definitely want to remove as much friction with manual updates as possible, more
KSurkus on January 24, 2023
I have been trying to import data from our current CRM platforms (Zoho Bigin). Bigin exports companies, contacts and deals separately. All of that is fine, but when I tried to import the data into HubSpot, it only seems to allow uploading only up t read more
0 upvote
2 Replies
Guide | Gold Partner
January 25, 2023 04:30
Hi @KSurkus ! That does sound like a nightmare, working with 2 crms and a spreadsheet. Of course the recommendation would be to continue with only more
ZChurney3 on January 24, 2023
Hello everyone! I have a tricky question. We have a list of 800+ contacts listed in an XLSX file but only the Account ID numbers. Every contact on this list has Salutation data missing and we need to update these manually (due to another software in read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 24, 2023 01:32
Hi @ZChurney3 , It sounds like you would like to update the the Salutation outside of HubSpot as it's faster, correct? If so, it more
NVaish on January 23, 2023
The Total Contract Value field when used in a Quote, doesn't take into account "One time Discount" (Not the line item discount). How to fix it? TCV field is not editable. Check the below screenshot. The highlighted fields should be same. read more
1 upvote
1 Reply
Community Manager
January 24, 2023 09:49
Hi @NVaish , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any more
omeratas on January 23, 2023
Do you know how to assign contacts to reps randomly ?
1 upvote
1 Reply
Accepted Solution
Key Advisor | Platinum Partner
January 23, 2023 14:42
Hey @omeratas , thanks for reaching out! Assigning contacts to HubSpot users randomly is possible, but it requires a HubSpot Sales Hub more
tpon on January 23, 2023
Hello! I've been using Hubspot for quiet some time now. In our company, I'm the one organizing the lists. Now when we do marketing campaigns, I am able to create a list of people who opened the marketing email. But when we do the sequence, I am unab read more
0 upvote
5 Replies
Thought Leader | Partner
January 23, 2023 11:58
@tpon ah ok, so to clarify, you want to isolate who opened a specific email in a specific sequence? Using a workflow, it's possible to isolate more
AK12 on January 21, 2023
Hello. In the contacts and companies table view, is there a possibility to view the details of last communication or last activity? In the table view, currently, I am able to see last contacted or last activity date. But when I log a call or read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 21, 2023 03:01
Hi @AK12 , This is not possible – the index pages ( Menu > Contacts > Contacts / Companies ) only show information stored on the more
Ferran on January 20, 2023
More info in the first comment below 👇
0 upvote
3 Replies
Thought Leader | Partner
January 23, 2023 11:16
This is very intersting @Ferran , we've used similar custom properties to create count metrics, but not specifically for calls. I'm curious, once more
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