HubDoPete

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JeannieN

Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

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JWilliams92 on Setembro 18, 2023

Stop overwriting contacts once a form has already been submitted

Does anyone know how to stop the overwriting once the form has already been submitted? We have several form submissions on one person's contact name but they need to be separated.

Responder Discussão CRM

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HubDoPete

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Setembro 19, 2023

Hi Jazmine Interesting problem! The first idea I have for testing is to use some custom properties as an interim step and then use workflows to...Leia mais

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GMarquez1 on Setembro 14, 2023

Contact Setup Question

Hi, We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Service needs. Customer market Leia mais

Responder Discussão Data Hygiene

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HubDoPete

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Setembro 15, 2023

Hi @GMarquez1 You mentioned both Contacts and Logged In Users. HubSpot treats Contacts and Users seperately. Users are created in HubS...Leia mais

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niederberger on Abril 22, 2022

Line Items with Pricelist

Hello. We're looking for a solution that "Line items" would have a parent list and all of this lists would have different prices for the line items. I'm not sure how that would be called - probably Vendor Price list. As example, if the product Leia mais

Responder Discussão Sales

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HubDoPete

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Setembro 13, 2023

Hi all, In July we released the DoPricer native app for this use case. will that suit? best Pete

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PDesai1 on Setembro 07, 2023

Need recommendation for multiple companies with same domain

Hi, Our company is a perk provider and we currently serve only one country, but soon we are looking to expand to other countries. My concern is if we have for example ABC company as our customer in one country with domain ABC.com and now we are g Leia mais

Responder Discussão Companies Enterprise

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HubDoPete

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Setembro 11, 2023

Hi Palak, If having multiple companies with the same domain causes problems for your NetSuite integration, you may be better off planning to im...Leia mais

Geo on Fevereiro 12, 2019

Autocalculate margin & gross margin

If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Leia mais

Responder Idéia Deals Sales Reporting

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HubDoPete

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Setembro 08, 2023

Ah, thanks @JPs12 - super interesting using the rollup! I'll do some experimenting with that.

Geo on Fevereiro 12, 2019

Autocalculate margin & gross margin

Responder Idéia Deals Sales Reporting

126 avaliações positivas

72 Respostas