clovria

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Caitlin Lovria

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brady_carpenter 8月 06日, 2020

Embed a unique URL with custom user fields

Hi there, I am building a sequence and in one of the emails, I am trying to generate a unique URL that is dyanamic based on the users first name and email address. Thus, I am trying to have the email send: https://numofinancial.typeform.c 続きを読む

返信ディスカッション Email

0 いいね！

4 コメント

clovria

HubSpot製品開発チーム

11月 23日, 2021

Hi all! We just wanted to add some clarification that personalization tokens can be used as part of the URL, but this is only supported if they're ...続きを読む

gemini87 3月 04日, 2020

Turn off the automation of quote amount replacing the deal amount

We only want the deal amounts to be our software licenses and not include the hardware amount. Right now when you create a quote it automatically updates the deal amount. Sales reps have to manually update the deal amount. This causes issues with ou 続きを読む

返信アイデア Deals Products & Quotes

5 いいね！

1 コメント

clovria

HubSpot製品開発チーム

1月 19日, 2021

Hi there! There is an option in the Deal settings where you can select which deal amount should represent the deal (ACV, ARR, etc) - one of the...続きを読む

petervanhove 4月 19日, 2019

Prevent attachments from Outlook logging in Hubspot

1) Is there a setting not to add automatically attachments from emails (sent from office 365) into Hubspot? Now all these attachments appear in our Hubspot module and we do not want that.. 2) Is there a solution to delete attachments i 続きを読む

返信アイデア Sales Email Extensions & Add-Ins

5 いいね！

4 コメント

clovria

HubSpot製品開発チーム

12月 14日, 2020

Hi all, We have a setting in the CRM that allows you to disable email attachments from logging. Instructions for this setting can be found her...続きを読む

Jack_Wiser 6月 27日, 2019

Sequence tasks only being created on business days.

We have a sales cadence that is meant to automate the space between contacting leads. We need the cadence to be based on business days instead of calendar days. Weekends screw up the spacing between calls.

返信アイデア Sequences

3 いいね！

3 コメント

clovria

HubSpot製品開発チーム

10月 14日, 2020

We've changed the setting in Sequenes to "Send emails and create tasks on business days only". If that setting is enabled for your Sequence, tasks wi...続きを読む

bchansky 9月 21日, 2020

Mass Unenroll Feature

Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. While I know you can currently select multiple contacts within a sequence to be unenrolled, I think a filter tool 続きを読む

返信アイデア Contacts & Companies Sequences

6 いいね！

2 コメント

clovria

HubSpot製品開発チーム

10月 02日, 2020

Hi there! Thanks for submitting this idea! Just wanted to comment to let you know that we do have a setting available in Sequences that will un...続きを読む

realizeit 3月 22日, 2017

CRM Templates

When I select Templates from the drop-down, why do I see, taking up almost the entire page, Performance & Top Users? I have to scroll all the way to the bottom to actually get to my Templates--which is VERY tiny at he bottom. This should be at t 続きを読む

返信アイデア Sales Email Extensions & Add-Ins Snippets & Templates

2 いいね！

2 コメント

clovria

HubSpot製品開発チーム

8月 05日, 2020

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