We have recently hired an SDR. He is assigned a Sales Professional Seat, and using the template for permissions, set as Sales Manager. All items relating to sequences in permissions have been granted to him.
When he attempts to create a seque read more
Does hubspot have a spot where we can set up Key account management also I think lead scoring exsist i want to set it up but before that if you have some best practises or yt tutorial suggestion would be helpful.
@JyotibenTiwari could you share a bit more context or examples what exactly high/ongoing points are and how you are working with them?
In gen...read more
Hi new to HubSpot & Sales, I have been asked to get some metrics set up so we can start tracking Sales and a bit of marketing leads... I am rolling leads over to hubspot 1 invidulal at a time, would it be better to import contacts from a previo read more
Hi @KGreen57 ,
Exporting from ClickUp and importing into HubSpot will be easier for larger volumes for sure.
https://knowledge.hubspot.com/...read more
Hi, I use outlook - it seems the bcc function does not work. I have connected my email as private email. Has anybody else the same problem or has a solution?
Hi @Bthaller ,
For BCC logging to work, these requirements must be met: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-w...read more
We have a variety of packages that we sell for our services through HubSpot. We are using Stripe to process these and have created payment links in HubSpot. I am trying to figure out the best route to create an automated worflow when someone pur read more
Hi, I’m on the Sales Pro package, and when I create a quote, I only see Draft, Published, and Expired statuses. Do I need the Commerce package to see statuses like “Rejected”? If I’ve verbally received a rejection from the customer, how read more
Hi @ozgesilla , Thank you for posting to the Community! I understand that as a Sales Pro user, you only see Draft, Published, and Expired quote ...read more
I’ve noticed more brands experimenting with TikTok lately, not just for awareness but also for driving engagement and even leads. Since the platform’s style is so different from Instagram or LinkedIn, I’m curious how others here are approaching it. read more
Hi chighsmith , thank you for tagging in the Champions — I’m looking forward to hearing their thoughts as well! From my side, I’ve been exploring T...read more
I have completed or skipped all onbaording tasks. However every time I log in a pop up asked me to complete the 'get started process'. The only outstanding task is to either build a website or import one which i dont want to do. There is no optio read more
Hi All. Im looking to find the best way to link a property in a deal to one (more) tickets created so we can link the "successful" tickets to the deal as "sold" (not sure if this is the correct location). Detail We have property call 'acce read more
Hi @MarkWF ,
Have you considered using association labels for this? https://knowledge.hubspot.com/object-settings/create-and-use-association-...read more
Hi there, I want to create a list of contacts to understand how many orders each contact has. I know that a report would be the best practice here, but it is not possible to pull a list from a report (unless anything has changed). We need the list read more
We started with a birthday property in HubSpot and wanted to create another number property that always shows the number of days since that birthday.
Step 1: Workflows We checked if a workflow could calculate the days and update a number property. read more
@M_ElShibiny could you please describe what you are going to do with that number - versus how you want to get there?
For example, if you're i...read more