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PSproston
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Member since ‎May 18, 2023
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Phil Sproston

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PSproston on July 12, 2023
Google Calendar no longer syncing changes to meetings
If I create a meeting in Google Calendar, it syncs to Hubspot just fine. But recently, if I amend / move that meeting, the changes dont get reflected in HUbpsot, and it stays showing as the original date. Any solutions / advice?
Reply Discussion Starter
1 upvote
1 Reply
Solved
PSproston on May 23, 2023
Changes made as admin to left side panel not showing on records
I have amended the view for my sales team in the "customise left side bar panel" page. But when I then go to check on the customer page records, the left panel view has not updated to the new changes.
Reply Discussion How-To
0 upvote
2 Replies
PSproston
Participant
May 23, 2023
Hi Karsten, akthough I knew that users can override the admin view, I assumed that when a new admin view was created, it would automatically over-rid...read more
Solved
PSproston on May 23, 2023
Changes made as admin to left side panel not showing on records
I have amended the view for my sales team in the "customise left side bar panel" page. But when I then go to check on the customer page records, the left panel view has not updated to the new changes.
Reply Discussion How-To
0 upvote
2 Replies
PSproston
Participant
May 23, 2023
Hi Karsten, akthough I knew that users can override the admin view, I assumed that when a new admin view was created, it would automatically over-rid...read more
Solved
PSproston on May 18, 2023
Simple workflow that is turning into anything but!
I'm trying to create a workflow that automatically assigns a customer category to newly created companies based on employee size. "SME" if they have less than 1000, "Mid" if they have 1000-10000, and "XL" if they have over 10,000. I have two iss read more
Reply Discussion Professional
0 upvote
6 Replies
PSproston
Participant
May 19, 2023
Hi @karstenkoehler I think I have solved it with your help. On test, it worked, but when I created a new company, the workflow didn't appear to a...read more
Solved
PSproston on May 18, 2023
Simple workflow that is turning into anything but!
I'm trying to create a workflow that automatically assigns a customer category to newly created companies based on employee size. "SME" if they have less than 1000, "Mid" if they have 1000-10000, and "XL" if they have over 10,000. I have two iss read more
Reply Discussion Professional
0 upvote
6 Replies
PSproston
Participant
May 19, 2023
Hi @karstenkoehler I think I have solved it with your help. On test, it worked, but when I created a new company, the workflow didn't appear to a...read more
Solved
PSproston on May 18, 2023
Simple workflow that is turning into anything but!
I'm trying to create a workflow that automatically assigns a customer category to newly created companies based on employee size. "SME" if they have less than 1000, "Mid" if they have 1000-10000, and "XL" if they have over 10,000. I have two iss read more
Reply Discussion Professional
0 upvote
6 Replies
PSproston
Participant
May 19, 2023
Hi @karstenkoehler I think I have solved it with your help. On test, it worked, but when I created a new company, the workflow didn't appear to a...read more
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