Currently, discount codes only go up to 99%. When a client wants to be invoiced but we still need them to complete the registration process, a 100% discount code is needed. This seems like an easy thing to fix.
Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d Leia mais
Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d Leia mais
Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d Leia mais
Hi everyone, I really like the ability to create custom "create deal" form based on pipeline logic. When I create the custom deal form for a specific pipeline, HubSpot adds the additional properties for that pipeline to the bottom of the form. Leia mais
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as Leia mais
Our company sales software. We have several add-ons available for purchase as well. When our Client Relations Managers and Onboarding staff tell a current client about an add-on and the client purchases it, a commission is given to them. How can Leia mais
Thank you! No, we don't create a deal for the add-ons since it's a current customer. Adding is good idea and at least it would be recorded somewhere...Leia mais
Hi, We just moved over to HubSpot after decades with an older CRM. I need to find all of the scheduled tasks that do not have an associated contact but are only associated with a company and deal. The task cue doesn't give me the option to filt Leia mais
Hi everyone, I'd be very grateful on your thoughts on how to accomplish the below scenario. Thank you! We have two pipelines for our software sales team. Let's call them "Renewal" and "New Sales." When "Property A" in the XYZ Company deal Leia mais
Hi everyone! I'm confused about email 🙂 If I don't have the HubSpot Outlook or 365 Add-in installed, will an email I send from Outlook be logged in the CRM and create a new contact record if needed? Thanks in advance for you help! Leia mais
Hi everyone, In addition to selling software applications, my company has a consulting division where they manage several consulting projects. We've been using a deal pipeline as a project management pipeline. I've been playing in our sandbox w Leia mais
Thank you so much for thoughtful reply! My apologies - I wasn't clear on my question about the form. I'm actually referring to the 'create ticket' fo...Leia mais
Hello everyone, In my organization, we have two main divisions selling two different products. Sometimes both divisions have clients or prospects in the same company; most often they do not have the same contact but that does happen. To cut down on Leia mais