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BCapewell
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Mitglied seit ‎Nov 30, 2021
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Brooks Capewell

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SLancaster3 on August 03, 2022
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
1 Likes
6 Antworten
Mitwirkender/Mitwirkende
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
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 Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
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#...Beitrag ansehen
janwessels on August 03, 2022
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 Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
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#...Beitrag ansehen
SLancaster3 on August 03, 2022
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
1 Likes
6 Antworten
Mitwirkender/Mitwirkende
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
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 Beitrag ansehen
1 Likes
1 Antwort
Mitwirkender/Mitwirkende
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...Beitrag ansehen
lalexander on November 14, 2018
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 Beitrag ansehen
Mitwirkender/Mitwirkende
Juni 23, 2022
I am looking for the exact same thing, this would be a great feature!
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