BCapewell

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SLancaster3 on Agosto 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

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BCapewell

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Agosto 03, 2022

Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!

janwessels on Agosto 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 Leia mais

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BCapewell

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Agosto 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#...Leia mais

janwessels on Agosto 03, 2022

Incoming mails were not logged. Inbox connected.

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BCapewell

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Agosto 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#...Leia mais

SLancaster3 on Agosto 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

Responder Discussão Sales

1 avaliações positivas

6 Respostas

BCapewell

Colaborador(a)

Agosto 03, 2022

Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!

MLim71 on Agosto 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 Leia mais

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BCapewell

Colaborador(a)

Agosto 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...Leia mais

lalexander on Novembro 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 Leia mais

Responder Idéia Deals Products & Quotes Workflows

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BCapewell

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Junho 23, 2022

I am looking for the exact same thing, this would be a great feature!

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