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SCole7
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Scott Cole

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NSeter on Janeiro 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
Responder Idéia Connected Email Users & Teams & Permissions
107 avaliações positivas
38 Respostas
SCole7
Membro
Novembro 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 ...Leia mais
NSeter on Janeiro 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
Responder Idéia Connected Email Users & Teams & Permissions
107 avaliações positivas
38 Respostas
SCole7
Membro
Novembro 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 ...Leia mais
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SCole7 on Janeiro 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 Leia mais
Responder Discussão CRM How-To
0 avaliações positivas
4 Respostas
kcgarvin on Outubro 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.
Responder Idéia Sales Reporting
89 avaliações positivas
64 Respostas
SCole7
Membro
Novembro 10, 2021
Well that was disappointing. Custom reports only? Why not available on ALL date related filters?
kcgarvin on Outubro 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.
Responder Idéia Sales Reporting
89 avaliações positivas
64 Respostas
SCole7
Membro
Novembro 10, 2021
Well that was disappointing. Custom reports only? Why not available on ALL date related filters?
rjohnsonM3 on Maio 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 Leia mais
Responder Discussão Contact Analytics Sales Dashboard Sales Team Productivity
5 avaliações positivas
14 Respostas
SCole7
Membro
Maio 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...Leia mais
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