Hi there, I'm hoping to adjust the email icon that is shown when send an email from our Hosted Email Support profile so it displays as our logo. I can't seem to figure out how to do this and Google keeps directing me to my personal profile. Is read more
Got it- Thank you, @karstenkoehler ! I believe I understand option 2: Would the flow look like this? I've already built those properties into th...read more
Hi there, Currently, in our instance, when someone moves a Deal to "Closed-Won" there are not any required fields to fill out. However, ideally, what I would like to have happen is that when a deal is marked Closed Won AND the Deal type is read more
Thank you, @karstenkoehler ! The more I think about it, since this is an ARR field for recurring customers (at least for this initial version), I th...read more
@karstenkoehler - the saga continues... I just realized that this ARR is not netted. Example: A person signs on for a pilot at, let's call it $1,0...read more
Hi there, I'm hoping to adjust the email icon that is shown when send an email from our Hosted Email Support profile so it displays as our logo. I can't seem to figure out how to do this and Google keeps directing me to my personal profile. Is read more
Hi there, Currently, in our instance, when someone moves a Deal to "Closed-Won" there are not any required fields to fill out. However, ideally, what I would like to have happen is that when a deal is marked Closed Won AND the Deal type is read more
Hi there, I'm having trouble following the documentation to set up a property sync. The goal is to showcase the ARR on a custom Customer Success card in the Overview tab of the Company Object. I figured out how to set up the fields for read more
Hi there, I am new to HubSpot and have been googling/researching in the Academy if there is a way to Associate a Note to a Call. I'm having trouble finding an answer to this that works and I'm not sure if it's because I'm searching for the wro read more