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FrederikLindum
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Mitglied seit ‎Mär 12, 2021
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katiebroyles on Dezember 12, 2022
Merged Record History
Recently I recognized a problem with merging records, specifically with contacts. We had a contact that had been duplicated because they used a different email, but the same phone # and name, however, they were not assigned to the same contact owner Beitrag ansehen
Antworten Idee Contacts & Companies Deals Properties Tickets Users & Teams & Permissions
7 Likes
6 Antworten
FrederikLindum
Teilnehmer/-in
Februar 10, 2023
I agree with this. I have the same issue when merging duplicate Companies - something we, due to several reason I wont bother you with, have too much...Beitrag ansehen
FrederikLindum on Februar 09, 2023
Only merging associations and activities when merging companies
Hi I've looked into this and it is my understanding that what I'm asking for is not possible. Never the less, I wanted to share my thought/frustration here to see if I'm missing something or if anyone have a workaround that I'm not familiar with Beitrag ansehen
Antworten Diskussion Enterprise
1 Likes
1 Antwort
Gelöst
FrederikLindum on Juli 08, 2021
How to report, measure and forecast added revenue? (AMRR)
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom Beitrag ansehen
Antworten Diskussion best practices Custom Objects Enterprise Workaround Workflows
1 Likes
7 Antworten
FrederikLindum
Teilnehmer/-in
September 09, 2021
Hi @Mike_Eastwood This is exactly what I hoped existed. I'll look into this. From the looks of it, this solves our problem. Thank you very muc...Beitrag ansehen
Gelöst
FrederikLindum on Juli 08, 2021
How to report, measure and forecast added revenue? (AMRR)
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom Beitrag ansehen
Antworten Diskussion best practices Custom Objects Enterprise Workaround Workflows
1 Likes
7 Antworten
FrederikLindum
Teilnehmer/-in
September 09, 2021
Hi @Mike_Eastwood This is exactly what I hoped existed. I'll look into this. From the looks of it, this solves our problem. Thank you very muc...Beitrag ansehen
Gelöst
FrederikLindum on Juli 08, 2021
How to report, measure and forecast added revenue? (AMRR)
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom Beitrag ansehen
Antworten Diskussion best practices Custom Objects Enterprise Workaround Workflows
1 Likes
7 Antworten
FrederikLindum
Teilnehmer/-in
September 09, 2021
Hi @Mike_Eastwood This is exactly what I hoped existed. I'll look into this. From the looks of it, this solves our problem. Thank you very muc...Beitrag ansehen
Gelöst
FrederikLindum on Juli 06, 2021
Tagging Companies to get an easy overview of the "temperature" of the customer
Hi We still do alot os outbound activies and don't just wait for marketing to generate leads. In regards to that, I'm missing some sort of tag on Companies that tells us the "temperature" of the customer. In Hubspot we both have Companies that a Beitrag ansehen
Antworten Diskussion Companies Custom Objects Enterprise Sales Workaround
0 Likes
4 Antworten
FrederikLindum
Teilnehmer/-in
Juli 08, 2021
I see. Thanks again! This was helpfull.
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