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aevans_bci
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Member since ‎Nov 23, 2022
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Alex Evans

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STrotter on May 13, 2022
Restrict users from bulk editing contacts or companies
There is a way to keep users from bulk deleting contacts, but I do not see a way to limit the ability for users to bulk edit. For instance, we use a "drop down menu" selection with a list of tags/keywords. We do this because I cannot find a tag fu read more
Reply Idea Users & Teams & Permissions
9 upvotes
2 Replies
aevans_bci
Participant
June 06, 2024
We have another use case for this restriction of Bulk Editing, in this case for Activities/Tasks . Our salespersons currently maintain their own...read more
aevans_bci on November 29, 2023
Attaching Searchable Brands, Trading Names etc. to a Company Record
Hi all, I need a little advice. We are a B2B business, selling services to product manufacturers and suppliers. We are currently making the move from an internally-built CRM to HubSpot. HubSpot will continue be synced with our internal datab read more
Reply Discussion Companies How-To Workaround
0 upvote
2 Replies
aevans_bci
Participant
November 29, 2023
Thanks @melrho ! Really appreciate your guidance. I've had a read through the linked article, and just wanted to understand what it means by "use...read more
aevans_bci on November 29, 2023
Attaching Searchable Brands, Trading Names etc. to a Company Record
Hi all, I need a little advice. We are a B2B business, selling services to product manufacturers and suppliers. We are currently making the move from an internally-built CRM to HubSpot. HubSpot will continue be synced with our internal datab read more
Reply Discussion Companies How-To Workaround
0 upvote
2 Replies
aevans_bci
Participant
November 29, 2023
Thanks @melrho ! Really appreciate your guidance. I've had a read through the linked article, and just wanted to understand what it means by "use...read more
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