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JGray30
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Member since ‎Mar 7, 2023
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Julie Gray

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JGray30 on May 31, 2023
Forms not on website
I think I maybe misunderstanding Forms for HubSpot. All the videos I have watched are for creating a form on a website. I don't want to do that. I want to create a form, which I am halfway through doing. Then our sale team can select it, complet read more
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0 upvote
3 Replies
JGray30
Participant
May 31, 2023
Thank you ON the App I can only see contacts, company, tasks, deals, activity, tickets. Recorded calls and meeting links. I cannot see a section f...read more
JGray30 on May 31, 2023
Forms not on website
I think I maybe misunderstanding Forms for HubSpot. All the videos I have watched are for creating a form on a website. I don't want to do that. I want to create a form, which I am halfway through doing. Then our sale team can select it, complet read more
Reply Discussion Free
0 upvote
3 Replies
JGray30
Participant
May 31, 2023
Thank you ON the App I can only see contacts, company, tasks, deals, activity, tickets. Recorded calls and meeting links. I cannot see a section f...read more
Solved
JGray30 on May 31, 2023
HubSpot App to complete a form
Good morning I have been tasked to primarily produce a form in Hubspot, that we can use , via the HubSpot App. This is for our sales team to complete the form, whilst out of the office. The form will detail when our Sales Team have delivere read more
Reply Discussion Free
0 upvote
4 Replies
JGray30
Participant
May 31, 2023
Thank you so much, I wasnt sure I had selected the correct option. Appreciate your help
Solved
JGray30 on May 31, 2023
HubSpot App to complete a form
Good morning I have been tasked to primarily produce a form in Hubspot, that we can use , via the HubSpot App. This is for our sales team to complete the form, whilst out of the office. The form will detail when our Sales Team have delivere read more
Reply Discussion Free
0 upvote
4 Replies
JGray30
Participant
May 31, 2023
Thank you so much, I wasnt sure I had selected the correct option. Appreciate your help
Solved
JGray30 on May 31, 2023
HubSpot App to complete a form
Good morning I have been tasked to primarily produce a form in Hubspot, that we can use , via the HubSpot App. This is for our sales team to complete the form, whilst out of the office. The form will detail when our Sales Team have delivere read more
Reply Discussion Free
0 upvote
4 Replies
JGray30
Participant
May 31, 2023
Thank you so much, I wasnt sure I had selected the correct option. Appreciate your help
Solved
JGray30 on April 04, 2023
Unassigned Tab
Hi I amybe misunderstanding what "Unassigned" actually means. I have a tab called Unassigned Contacts. Allmy contacts and companies have an owner "Sales Person". Adding the Sales Person as the Owner I expected that record to not show in the t read more
Reply Discussion Free
0 upvote
2 Replies
JGray30
Participant
April 04, 2023
I have figured it out, even though the TAB states Unassigned which I think is a default tab, i noticed the only way it works is by using a filter. I...read more
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