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BCapewell
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Member since ‎Nov 30, 2021
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SLancaster3 on August 03, 2022
Deal stages in wrong order on report
Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA
Reply Discussion Sales
1 upvote
6 Replies
BCapewell
Contributor
August 03, 2022
Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!
janwessels on August 03, 2022
Incoming mails were not logged. Inbox connected.
Dear HubSpot Community, we successfully set up our new HubSpot Account and imported all the data from our "old" CRM tool. We now having trouble with the logging of incoming mails. We successfully connected our inbox (via imap). But inoming mails read more
Reply Discussion
0 upvote
2 Replies
BCapewell
Contributor
August 03, 2022
@janwessels you may also find your solution here: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address#...read more
janwessels on August 03, 2022
Incoming mails were not logged. Inbox connected.
Dear HubSpot Community, we successfully set up our new HubSpot Account and imported all the data from our "old" CRM tool. We now having trouble with the logging of incoming mails. We successfully connected our inbox (via imap). But inoming mails read more
Reply Discussion
0 upvote
2 Replies
BCapewell
Contributor
August 03, 2022
@janwessels you may also find your solution here: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address#...read more
SLancaster3 on August 03, 2022
Deal stages in wrong order on report
Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA
Reply Discussion Sales
1 upvote
6 Replies
BCapewell
Contributor
August 03, 2022
Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!
MLim71 on August 03, 2022
importing contacts
I was able to import the contacts to my account but not all columns appear. I created a new hubspot property category since the details is not on your list but after importing it, that column did not show up. I added Date met and that did not appear read more
Reply Discussion
1 upvote
1 Reply
BCapewell
Contributor
August 03, 2022
Hello @MLim71 , When you export the contact records, make sure you select "all records" otherwise, you just see the data that is in the current...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
671 upvotes
184 Replies
BCapewell
Contributor
June 23, 2022
I am looking for the exact same thing, this would be a great feature!
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