warrendavey

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Stratege/Strategin | Diamond Partner

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Davey Warren

HubSpot CRM expert for four years with over 13 years in CRM consulting. I help companies solve complex HubSpot problems and builds; with a team of solution architects, I helped train. If you have a sophisticated challenge that needs looking at, please reach out.

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alivia on Februar 06, 2018

Attaching Offline contacts to a campaign

Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of con Beitrag ansehen

Antworten Idee Campaigns Contacts & Companies

289 Likes

150 Antworten

warrendavey

Stratege/Strategin | Diamond Partner

Januar 16, 2023

@JennyMueller - So excited for the beta!!! Please please consider us for this awesome adventure! Thanks!

Yunhui on Juni 24, 2019

New feature: Bulk Merge for Duplicates

Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead Beitrag ansehen

Antworten Idee Contacts & Companies

430 Likes

159 Antworten

warrendavey

Stratege/Strategin | Diamond Partner

September 28, 2022

@stephanderson - I'm so glad you found a solution. As HubSpot grows and becomes more sophisticated, you will see these types of tools progress f...Beitrag ansehen

Yunhui on Juni 24, 2019

New feature: Bulk Merge for Duplicates

Antworten Idee Contacts & Companies

430 Likes

159 Antworten

warrendavey

Stratege/Strategin | Diamond Partner

September 28, 2022

@stephanderson - I'm so glad you found a solution. As HubSpot grows and becomes more sophisticated, you will see these types of tools progress f...Beitrag ansehen

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AlexGurovich on September 17, 2019

Customize Top Navigation Menu

Hi, I'm new to Hubspot. The Top Navigation Menu has the header level options "Contacts", "Conversations", "Marketing", "Sales", "Service", "Automation" and "Reports". I want to: 1. Remove some of them 2. Position the remaining ones differently Beitrag ansehen

Antworten Diskussion Custom Modules Design Manager Navigation Site Setup

9 Likes

14 Antworten

warrendavey

Stratege/Strategin | Diamond Partner

Mai 23, 2022

Currently, that is the only solution. Is there a browser you would prefer to use?

Gelöst

JoshG on Mai 16, 2022

One Deal or Two? (Contract #1 + Contract #2 = PROJECT)

We are a commercial design-build company. That basically means that we are a one-stop shop to have a building designed and then constructed. We have a pretty straightforward pre-contract sales pipeline, but my problem is that we break our typical pr Beitrag ansehen

Antworten Diskussion Deals

0 Likes

6 Antworten

warrendavey

Stratege/Strategin | Diamond Partner

Mai 20, 2022

@JoshG - Like Josh Curcio said I think you need to bring in more automation and possibly custom objects. You can report on all those items you ment...Beitrag ansehen

Yunhui on Juni 24, 2019

New feature: Bulk Merge for Duplicates

Antworten Idee Contacts & Companies

430 Likes

159 Antworten

warrendavey

Stratege/Strategin | Diamond Partner

September 28, 2022

@stephanderson - I'm so glad you found a solution. As HubSpot grows and becomes more sophisticated, you will see these types of tools progress f...Beitrag ansehen

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