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SRamesh89
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Member since ‎May 4, 2022
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SRamesh89 on December 06, 2022
Restrict Pipelines
Hi We are using a property in Contact as Product category 1) Consumer 2) Commercial. If the product category is Consumer and if they are creating a deal selecting a pipeline it must only show the Consumer Pipeline no other pipeline will be read more
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SRamesh89 on December 01, 2022
Creating Task automatically based on the date which is updated in a Follow up date property
Hi, Actually we need a workflow to create a task based on the particular date that updated in a property which is deal. When i moved a deal to the stage deal postponed today (1-12-22) as a sales people they have to update the property Follow read more
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SRamesh89 on October 27, 2022
Quote Approver
Hi I am a super admin and having enterprise edition. But i cannot able to approve the quotes which are in pending approval status. I followed this link also - https://knowledge.hubspot.com/quotes/approve-quotes#:~:text=You%20can%20request%2 read more
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1 upvote
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SRamesh89
Participant
October 28, 2022
Hi Thanks for your response. In the mean time i find a solution that Require approvals on all quotes is switch on by a user in our system and it ...read more
Solved
SRamesh89 on October 27, 2022
Quote Approver
Hi I am a super admin and having enterprise edition. But i cannot able to approve the quotes which are in pending approval status. I followed this link also - https://knowledge.hubspot.com/quotes/approve-quotes#:~:text=You%20can%20request%2 read more
Reply Discussion
1 upvote
3 Replies
SRamesh89
Participant
October 28, 2022
Hi Thanks for your response. In the mean time i find a solution that Require approvals on all quotes is switch on by a user in our system and it ...read more
SRamesh89 on August 17, 2022
Cannot able to change the Hubspot users email
Hi All, We cannot able to change the HubSpot users email from one domain to another domain. For example : abc@xyz.com to abc@xyz.in . Error : it looks like there is another user with the email address. if the user account is yours you w read more
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SRamesh89 on June 16, 2022
How to restrict people creating deal without contact?
Hi All, We want to restrict the peoples who are creating deals without contacts. Is there any way to do this? Thanks in Advance
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