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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
124 Replies
Member
March 27, 2024 12:04
Hey Everyone. I am excited to get started with Hubspot. I am currently the SR Account Manager for a commercial pool management company. Using the sal...read more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
12 Replies
Member
March 04, 2024 06:13
thanks for sharing us one of the best information like
swest6602 on March 18, 2024
We're just setting up Sales Hub. On a regular form I've been able to add a hidden Custom Object (called Marketing Campaigns) field to associate the Contact to a specific 'Marketing Campaign'. I don't see a way to do this using a form in Meetings read more
0 upvote
2 Replies
Most Valuable Member | Diamond Partner
March 21, 2024 19:39
Happy to help @PamCotton , thanks for the tag! Hi @swest6602 if you have a custom object, that means you have sales enterprise, so you can b...read more
Solved
木村 on October 03, 2023
こんにちは。 HubSpotのコンタクトについて質問です。 私のサイトのユーザには、グループAとグループBがいるのですが、グループBの情報のみコンタクトの登録とトラッキングをしたいです。 ・グループAとグループBは登録する際に入ってくるフォームが違います ・サイトはサブドメインなどで別れてはいませんが、ディレクトリは分かれています コンタクト登録するグループとしないグループを分けることはできますか?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 03, 2023 00:18
地域の皆さん、こんにちは、 ウェブサイトのアクティビティだけを追跡しているのですか?もしそうであれば、トラッキングコードをトラッキングしたい場所にのみ読み込ませ、除外したいページには読み込ませないようにする必要があります。これはHubSpotの設定ではなく、CMSやウェブサイトの設定でコードを...read more
LandGuy on September 11, 2023
We work with various real estate agents on multiple deals. We may work with one agent on multiple deals though a given deal will only have one agent. Ideally I would like to be able to associate the agent's contact record to the appropriate deal read more
0 upvote
1 Reply
Community Manager
September 12, 2023 09:41
Hi @LandGuy , Thank you for reaching out to the Community! That's correct, that's the default setting for contact activity association : ...read more
Solved
AAhmed02 on August 07, 2023
Uploading existing Line items to a deal - How do i ensure i do not duplicate them. we do have a unique ID for each line item but how can i ensure this is doing its job?
0 upvote
2 Replies
Accepted Solution
Participant | Elite Partner
August 08, 2023 05:22
doing some more digging another solution i came across was - We cannot have a unique secondary property on the line items themselves, so as part of ...read more
Solved
AOgbe on July 10, 2023
Good day. I would like to know how many users I can create in HubSpot with view and edit access to company and contact objects. They will not need all of the features on HS. i just want to be able to assign companies for them to manage on a week read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 11, 2023 03:48
Hi @AOgbe , There won't be any additional cost for free users at the scale you're describing. Last I talked to HubSpot support, they men...read more
Solved
LCorey on April 21, 2023
Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum read more
1 upvote
1 Reply
Accepted Solution
Recognized Expert | Partner
April 21, 2023 11:03
Hey @LCorey , thanks for reaching out! Your use cases are awesome — sales documents work well for pretty much any document that you'd like to share ...read more
MKeir on December 07, 2022
As a Holiday Park operator in the UK our customers may enquire into several different parks, in fact we would encourage it (more opportunties for us to win the business). Sales team work independently on each park and their CRM should be limited to read more
0 upvote
1 Reply
Community Manager
December 08, 2022 06:26
Hi @MKeir , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they can share thei...read more
JDuPlessis3 on September 08, 2022
Hi, Please assist on the matter, We created a custom object with properties, pipelines, stages, etc, when we want to move our task or ticket or so in the custom object to a different stage it shows all the stages from all the pipelines in the sideb read more
0 upvote
3 Replies
Participant
September 13, 2022 04:22
I also did put this on the idea forum. https://community.hubspot.com/t5/HubSpot-Ideas/Custom-Object-Pipeline-stages/idi-p/691942/highlight/true ...read more
Solved
peterluba on June 22, 2022
We're switching to HubSpot, and have reocrded when people have filled out a "Pricing Request" form on our website iwth their information. We're planning on using a HubSpot form to capture that information now, but is there a way to import the previo read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 23, 2022 00:36
Hi @peterluba , As far as I know, this is not possible. While you could use the HubSpot API to simulate a form submission, it would receive a ...read more
Solved
MattD on April 06, 2022
Hi, before I jump into Hubspot and start creating random new properties like a bulgy-eyed Chihuahua I would like to get some community thought on it to see if there is a more elegant solution. In my line of work (telecoms) bigger deals often have a read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 06, 2022 07:00
Hi @MattD , Yep, this sound like a solid approach. You're not missing anything obvious. It looks like you're on an Enterprise subscripti...read more
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