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Solved
Coffeefilter on February 26, 2024
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 26, 2024 23:58
Hi @Coffeefilter , It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at t...read more
GlennHoy on January 04, 2024
We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!
0 upvote
2 Replies
Guide | Gold Partner
January 05, 2024 04:51
Hi @GlennHoy "Playing" a task list of calls is the most efficient way to dial multiple companies in sequence. As you complete each call, r...read more
Solved
SebastienFK on December 01, 2023
Hello Hubspot, When I create a property, I cannot seem to find the correct group to allocate it to. I just want to put it in my Deals table ! Can anyone help me on this ?
0 upvote
2 Replies
Accepted Solution
Key Advisor
December 01, 2023 04:38
Hi @SebastienFK This is the HubSpot Community - a group of HubSpot users - and not HubSpot, just to manage expectations. 😉 By deal ...read more
Solved
SDixon6 on November 14, 2023
Hi, We have a contact us form on our website which currently sends me an email when someone fills in the form. I would like to have a deal created in Hubspot when the form is completed as well as sending me an email alerting me to the form submi read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 14, 2023 11:05
Hi @SDixon6 , This would require a Professional subscription and a contact-based workflow: https://knowledge.hubspot.com/workflows/create-wor...read more
Solved
EMcGrath on November 02, 2023
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 02, 2023 14:58
Hi @EMcGrath , When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
MWilcox12023 on August 10, 2023
I use the Outlook on Windows 11 application which is part of my O365 license and have installed the Outlook application plugin from hubspot. Outlook now takes minutes to respond after adding the Hubspot plugin to outlook. Frankly, outlook is unu read more
0 upvote
7 Replies
Community Manager
August 15, 2023 17:59
Hi @MWilcox12023 , Thank you for the details. In relation to the Sales Extension, HubSpot offers three distinct options: the Chrome ext...read more
LeonardoDVinci on July 26, 2023
To be specific, we are looking for top HubSpot Academy courses for End-user sales personnel. Currently, if you are looking in HubSpot Academy for any sales-related courses, you'll only get recommendations that included admin-level items. We woul read more
Contributor
July 26, 2023 23:33
Thank you for your recommendation @MiaSrebrnjak , we really appreciate it! I would like to hear more from our community and see if they have other...read more
Solved
ASarker on January 10, 2023
Hi, I was wondering what is the best way to segregate sales deals based on product tiers. Say I have 3 product tiers and I want to visualise the deals for those tiers independent of each other. How would you suggest I go about it? I was thinking o read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 10, 2023 10:30
Hi @ASarker , Yes, that works: If this answer and my previous replies were helpful, please mark them as accepted solutions...read more
danawjones on December 22, 2022
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. read more
1 upvote
4 Replies
Community Manager
April 19, 2024 17:59
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...read more
Solved
DGarpenbeck on December 13, 2022
Hello, If I have the free version of Hub Spot, I can then download companies with phone numbers and roles within the selected company such as CEO for example. Regards, Daniel
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 13, 2022 08:27
Hi @DGarpenbeck , You can follow these steps to export your contacts: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals...read more
Solved
edwandersson on October 14, 2022
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl read more
Accepted Solution
Hall of Famer | Partner
October 14, 2022 09:36
Hi @edwandersson , Yes, 'Now in sequence is equal to True' and 'Last sequence enrolled date is known' can be used interchangeable here. ...read more
Solved
lisadye on July 05, 2022
We are a digital marketing agency and our clients subscribe to multiple products that we offer (i.e. social media, website hosting, google ads, etc.) I'm looking for an easy way to look at a company record and be able to quickly identify what subscr read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
July 05, 2022 10:00
Hi @lisadye , This sounds like a use case for custom objects in HubSpot . These would let you associate your own custom object (in this case ...read more
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