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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
2 Replies
March 21, 2023 15:21
Thank you! Do you know if the Create Deal form in the HubSpot Sales Extension for Gmail can be updated? I am able to choose Line items more
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
DNegri on March 21, 2023
Hi everyone, Can someone help me on this task? A need to split a business value with 2 or more people to garantee im paying comission balanced by the lead founder and the one who took the business til the closure. example: i have a 1MM c read more
0 upvote
1 Reply
Community Manager
March 22, 2023 01:41
Hi @DNegri , Thanks for reaching out to the Community! Are you referring to splitting the value of a deal/product among two more
SBrown6 on March 20, 2023
As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more
Hall of Famer | Partner
March 20, 2023 11:33
Hi @SBrown6 , Do you need to get these notifications immediately or would a daily digest also be acceptable? If so, you could – instead of more
rytrom on March 20, 2023
Team, what is your suggestion to manage the following case. There is a product that we're collaborating with a customer from its inception to a full scale up and such a project spans over 3-4 years. We start with a feasibility study (makign mere read more
1 upvote
2 Replies
Key Advisor | Platinum Partner
March 21, 2023 05:42
Hey @rytrom , thanks for sharing! And thanks for the mention, @kvlschaefer ! This is a really cool use case! I feel like more
MSantini on March 20, 2023
When a member of my team shares their appointment booking link, the contact selecting the time gets this response from the browser: "Make sure you have received a confirmation email for the meeting request or a proposal for a new meeting time. Crea read more
0 upvote
3 Replies
Top Contributor | Partner
March 21, 2023 01:10
@MSantini This video is what I was talking about
MSantini on March 20, 2023
I would like to use HubSpot's Meetings tool so that each member of my team can share their availability calendar through a link and have each confirmed meeting converge into a single Google calendar. How can this be resolved?
0 upvote
9 Replies
March 20, 2023 08:30
Hi Karsten pls find video attached. Why i happening?
rj008 on March 19, 2023
Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 19, 2023 22:06
Hi @rj008 , @rj008 wrote: my thought is that we should apply New Business to any deal associated with an organization that has never more
billv on March 18, 2023
We're just starting with HubSpot Sales Professional. We've got an existing website / domain (using WordPress) that we're going to continue to use. I want my quotes and other docs to use the existing domain. Is it ok to hook up the brand dom read more
0 upvote
2 Replies
Thought Leader | Partner
March 20, 2023 18:30
Hi @billv , happy to help offer insight! Thanks for the tag @kvlschaefer It's not possible to connect the same domain to more than one more
CLovejoy on March 16, 2023
We import a list and we have two associate contacts, one is the company that referred the client and the other is another company associated with the client, most clients have both. We want to be able to create a task with a smart field pull code read more
0 upvote
1 Reply
Hall of Famer | Partner
March 16, 2023 12:38
Hi @CLovejoy , Unfortunately this is not possible from the user interface, no. I've requested this before here: more
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