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ksmith87
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Member since ‎Oct 11, 2018
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ksmith87 on August 04, 2021
Disrupt the insurance industry!
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more
Reply Idea Integrations
12 upvotes
5 Replies
Lvandy25 on February 19, 2019
Deal Reports - Print Friendly
There needs to be an easier way to print reports for sales and deals within HubSpot. My idea is to create a way to export a pdf performnace chart (like marketing emails) for deals and to customize those reports as well.
Reply Idea Deals Sales Reporting
20 upvotes
9 Replies
ksmith87
Participant
August 26, 2019
Amen!! It is a huge weakness and seems like it should be a relatively easy solution. I hope this gets prioritized in the backlog.
Lvandy25 on February 19, 2019
Deal Reports - Print Friendly
There needs to be an easier way to print reports for sales and deals within HubSpot. My idea is to create a way to export a pdf performnace chart (like marketing emails) for deals and to customize those reports as well.
Reply Idea Deals Sales Reporting
20 upvotes
9 Replies
ksmith87
Participant
August 26, 2019
Amen!! It is a huge weakness and seems like it should be a relatively easy solution. I hope this gets prioritized in the backlog.
Solved
ksmith87 on October 11, 2018
Parallel Facebook ad tracking
Hello, I've created a Facebook ad campaign with 1 ad set and 2 ads in that set. When I go to my Hubspot tracking menu though, it only shows one ad. I'm worried only one is circulating. What can I do to make sure I can see them running in parallel a read more
Reply Discussion
0 upvote
2 Replies
ksmith87
Participant
October 12, 2018
Thanks for verifying, Jenny.
Solved
ksmith87 on October 11, 2018
Parallel Facebook ad tracking
Hello, I've created a Facebook ad campaign with 1 ad set and 2 ads in that set. When I go to my Hubspot tracking menu though, it only shows one ad. I'm worried only one is circulating. What can I do to make sure I can see them running in parallel a read more
Reply Discussion
0 upvote
2 Replies
ksmith87
Participant
October 12, 2018
Thanks for verifying, Jenny.
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