JWingate2

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Ratgeber/-in | Elite Partner

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Josh Wingate

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DCrinnion1 on November 07, 2024

Multiple Line Item - Contract End Dates

Hi All, My 5th Post this week so sorry about this. Got another complex one. Context: I have tried to Create a Contract End Date (Deal Level) that automatically updates with Line Items Contract Start Date and then the term added together (Wit Beitrag ansehen

Antworten Diskussion CRM Sales

3 Likes

9 Antworten

JWingate2

Ratgeber/-in | Elite Partner

November 18, 2024

@DCrinnion1 , I wanted to apologize for me being away after you answering my question - my apple mail changed to AI and I didn't see the not...Beitrag ansehen

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DBergal on November 18, 2024

bulk delete of Lead records

We are getting high volume spambot signups with bogus Leads. When I select them and try to Delete, I get this. How can I delete without visiting each record individually? Delete option is unavailable

Antworten Diskussion CRM

1 Likes

3 Antworten

JWingate2

Ratgeber/-in | Elite Partner

November 18, 2024

@DBergal , I have witness this overlook happen many times when training others to HubSpot. So just wanted to come and say you are not the on...Beitrag ansehen

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KariAlder on November 18, 2024

Is it possible to disable the Contact creation of CC recipients on an email?

Hello! My Inside Sales team receives a large daily volume of email, which become Tickets. However, those sending the emails often include others as an 'FYI,' which results in hundreds of new Contacts being created in the database. Is there a way Beitrag ansehen

Antworten Diskussion Enterprise

1 Likes

2 Antworten

JWingate2

Ratgeber/-in | Elite Partner

November 18, 2024

Hi @KariAlder , I do not believe there is an OOTB fix, the only thing I would test would be the Never Log in HubSpot - If you never log the ...Beitrag ansehen

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DCrinnion1 on November 07, 2024

Multiple Line Item - Contract End Dates

Antworten Diskussion CRM Sales

3 Likes

9 Antworten

JWingate2

Ratgeber/-in | Elite Partner

November 18, 2024

@DCrinnion1 , I wanted to apologize for me being away after you answering my question - my apple mail changed to AI and I didn't see the not...Beitrag ansehen

Gelöst

DCrinnion1 on November 07, 2024

Multiple Line Item - Contract End Dates

Antworten Diskussion CRM Sales

3 Likes

9 Antworten

JWingate2

Ratgeber/-in | Elite Partner

November 18, 2024

@DCrinnion1 , I wanted to apologize for me being away after you answering my question - my apple mail changed to AI and I didn't see the not...Beitrag ansehen

Gelöst

Keegan4123 on November 07, 2024

Email List (or Report) for custom object association at intervals

We have a group of custom objects (dealers) that have associations to various contacts (customers, admins, ect) I want to create a custom list or report that I can have filtered to include only associated customers to the dealer, then email them Beitrag ansehen

Antworten Diskussion CRM Enterprise

1 Likes

1 Antwort

JWingate2

Ratgeber/-in | Elite Partner

November 07, 2024

Hi @Keegan4123 , Are you using association labels to identify who are Customers and who are the othey association types? If yes, you can use...Beitrag ansehen

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