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FrederikLindum
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Member since ‎Mar 12, 2021
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Frederik Gravers Lindum

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katiebroyles on December 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 read more
Reply Idea Contacts & Companies Deals Properties Tickets Users & Teams & Permissions
7 upvotes
6 Replies
FrederikLindum
Participant
February 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...read more
FrederikLindum on February 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 read more
Reply Discussion Enterprise
1 upvote
1 Reply
Solved
FrederikLindum on July 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 read more
Reply Discussion best practices Custom Objects Enterprise Workaround Workflows
1 upvote
7 Replies
FrederikLindum
Participant
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...read more
Solved
FrederikLindum on July 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 read more
Reply Discussion best practices Custom Objects Enterprise Workaround Workflows
1 upvote
7 Replies
FrederikLindum
Participant
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...read more
Solved
FrederikLindum on July 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 read more
Reply Discussion best practices Custom Objects Enterprise Workaround Workflows
1 upvote
7 Replies
FrederikLindum
Participant
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...read more
Solved
FrederikLindum on July 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 read more
Reply Discussion Companies Custom Objects Enterprise Sales Workaround
0 upvote
4 Replies
FrederikLindum
Participant
July 08, 2021
I see. Thanks again! This was helpfull.
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