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AnaWilliam
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Member since ‎Dec 23, 2022
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Ana William

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A-It on April 07, 2023
How set a rule in a property: select just one of multiple choices
Hi community! I'm creating a HubSpot form to be integrated on our website; I'd like to add some specific new properties structured as multiple choice suitable for our purpose, but I need to set a rule to be sure the submitters can choose just one of read more
Reply Discussion Forms
0 upvote
3 Replies
AnaWilliam
Member
April 10, 2023
Hi! To ensure that submitters can choose only one option for each multiple-choice property, you can set the "Allow multiple choices" option to "No"...read more
Solved
RLugo on April 07, 2023
Customize and insert a text block in a template
Hello hubspot, I wanted to know if there's a way to set custom templates for when adding notes and using emails when responding to tickets. I'm working as an employee.
Reply Discussion Tickets
0 upvote
2 Replies
AnaWilliam
Member
April 10, 2023
Thanks!
JY4 on April 06, 2023
How to Push Contact Data to Another Hubspot Account
Description: Right now, I download desired contact data from my hubspot account and then my client uploads it daily to his hubspot account. I am looking for a way to automate this process. Goal: To automate the sending of particular contact data to read more
Reply Discussion Contacts Lists Workaround Workflows
0 upvote
2 Replies
AnaWilliam
Member
April 10, 2023
Thank you for the information
rj008 on March 21, 2023
Customizing the Create Deal Form
I would like to customize the Create Deal form to be able to select products (Add line item) to include in a deal record. Ideally, my reps could add products via the Create Deal form from Gmail using the HubSpot Sales Extension for Gmail. Cu read more
Reply Discussion Professional
0 upvote
4 Replies
AnaWilliam
Member
March 21, 2023
Yes, it is possible to customize the Create Deal form in HubSpot to include the ability to select products as line items. Here's how you can do it: ...read more
Solved
MBHeffernan on March 21, 2023
Setting up Partners/Distributors with access to our HubSpot Sales Pro.?
Does anyone have experience setting up partners/distributors in HubSpot -meaning the distributor would use our HubSpot and enter their data (customers, deals, etc.). We have Sales Pro. What are the pros/cons of doing so? Were you able to set read more
Reply Discussion Professional
0 upvote
2 Replies
AnaWilliam
Member
March 21, 2023
Yes, it is possible to set up partners/distributors in HubSpot and give them access to enter their own data while ensuring security and privacy for e...read more
Solved
APetrakos on March 21, 2023
Hubspot Reporting Certification Practicum
I'm working my way through the practicum part of the HubSpot Reporting Certification and I'm having a difficult time with the last 2 questions. We just started with HubSpot and haven't officially made the switch over with our sales team so our data read more
Reply Discussion Academy
0 upvote
2 Replies
AnaWilliam
Member
March 21, 2023
If you are unable to access your company data or do not have the necessary permissions to access it, you can use the sample reports provided in the H...read more
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