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SCole7
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Member since ‎May 5, 2021
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Scott Cole

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NSeter on January 04, 2021
Admin view of connected email inboxes
As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot
Reply Idea Connected Email Users & Teams & Permissions
108 upvotes
39 Replies
SCole7
Member
November 16, 2023
This is great, but in the 'more to come' is there a way to automatically notify these individuals via email letting them know they need to reconnect ...read more
NSeter on January 04, 2021
Admin view of connected email inboxes
As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot
Reply Idea Connected Email Users & Teams & Permissions
108 upvotes
39 Replies
SCole7
Member
November 16, 2023
This is great, but in the 'more to come' is there a way to automatically notify these individuals via email letting them know they need to reconnect ...read more
Solved
SCole7 on January 13, 2022
Deduplication using ‘exact’ domain name?
Hi All, I tried to import a list of organisations using the domain name as the unique identifier so that it would ignore, and therefore not import, any records that already had that domain name in HS. When I reviewed the import list I noticed a lo read more
Reply Discussion CRM How-To
0 upvote
4 Replies
kcgarvin on October 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Reply Idea Sales Reporting
89 upvotes
64 Replies
SCole7
Member
November 10, 2021
Well that was disappointing. Custom reports only? Why not available on ALL date related filters?
kcgarvin on October 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Reply Idea Sales Reporting
89 upvotes
64 Replies
SCole7
Member
November 10, 2021
Well that was disappointing. Custom reports only? Why not available on ALL date related filters?
rjohnsonM3 on May 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Reply Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 upvotes
14 Replies
SCole7
Member
May 24, 2021
I'm having the same issue as @rjohnsonM3 The suggested solution works based on a snapshot of time as you have to enter the exact date into the fi...read more
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