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Alexa2358
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Member since ‎May 15, 2024
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VBhardwaj on June 06, 2023
I want to create schedule a meeting page in three steps in hubspot 1. Form to get user data with submit button and onclick submit its redirect to second step 2. Choose a member for meeting 3. calender for choosing date and time
0 upvote
3 Replies
Participant
November 04, 2024
@VBhardwaj If I'm not wrong, your request referred to changing the order of steps in which a meeting is booked - is that correct? I've encountered ...read more
DFenton on March 10, 2023
It would be so much easier if we are able to import multiple different line items with one deal . Right now it's so time consuming because if one contact orders 2 different products/services from us, then I have to manually sift through the excel read more
Participant
October 18, 2024
@agirard Thanks for answering, but what if you have to import a bunch of deals with different line items and all the deals are new in the system (t...read more
Alexa2358 on September 18, 2024
Hello everyone, I'm not sure if anybody posted this idea just yet, but a button for dependencies would be an awesome addition to the system! I am currently working for a client that has a lot of dependencies between objects, that means that eac read more
0 upvote
0 Reply
Solved
LMiller39 on May 23, 2024
Hi everyone, Thought I'd post on here to see if I can receive any advice for my team. We are currently working on a large scale data cleanse and have found that we do not have a standardized process for creating contacts and other objects. For inst read more
1 upvote
3 Replies
Participant
August 23, 2024
Hello everyone, thank you for opening up this topic! I was also wondering the same thing and also, does anybody have any templates for these clean-up...read more
Damien on February 28, 2023
Currently the invitation to access the customer portal looks like this: This is basically unusable for most businesses and our client cannot start using the Customer Portal functionality they are paying for because it would send the read more
19 upvotes
7 Replies
Participant
July 22, 2024
Any updates here? We have the same issue.
Solved
Alexa2358 on May 15, 2024
Hello everyone, This is my first time posting so I hope you can help me with advice regarding this issue. We've set up a customer portal and we are looking into the option of creating a single set of credential for the people accessing it and read more
0 upvote
2 Replies
Participant
May 17, 2024
Thank you for your reply, Phil! This helped me clarify the matter. Have a great day!
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