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MiguelIDS
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Feb 26, 2019
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Miguel Ángel Galvis

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Solved
OrbMB on February 10, 2021
"LinkedIn" appears in Contact Title
When I create a contact who has an associated company record, and a LinkedIn contact, Hubspot regulary puts "LinkedIn" as the company of the contact. How do I stop this happening?
Reply Discussion Free
0 upvote
3 Replies
MiguelIDS
Participant | Elite Partner
February 10, 2021
Hi OrbMB Go to Settings / Objects / Contacts and companies. Click on Companies, and in the module Create and associate companies with contacts automa...read more
Solved
HGreen on February 10, 2021
Deal totals not reflecting correctly
Hi Everyone, I was wondering if anyone has ever had issues with the values of a deal stage not calculating correctly in the totals? I have a deal stage that the total calculated at the base of the stage is out by $1,000,000. exactly. All read more
Reply Discussion Professional
0 upvote
1 Reply
MiguelIDS
Participant | Elite Partner
February 10, 2021
Hi HGreen This can be due to several causes, the initial recommendation is that you share a print of the case to see what configuration some of the r...read more
Solved
Romina892 on February 02, 2021
¿es posible hacer un seguimiento e informe sobre el historial de una propiedad?
Hola, Tenemos una propiedad para capturar datos de bloque de Horas Mensuales sobre los servicios que ofrecemos y que se establece inicialmente con el equipo de ventas. Sin embargo, nuestros clientes pueden y a menudo cambian su paquete según su read more
Reply Discussion historial informe propiedades
1 upvote
4 Replies
MiguelIDS
Participant | Elite Partner
February 06, 2021
Hola Romina892 espero que estes muy bien, Es importante tener en cuenta que el historial de registro de una propiedad se limita a guard...read more
Solved
Friverokiefer on February 02, 2021
Crear y agregar propiedad número de teléfono adicional (que incluya código de países)
Hola! Me gustaría saber si puedo y cómo crear una propiedad cómo lo son las predeterminadas nº de teléfono nº de teléfono móvil sería útil poder agregar más opciones de nº de teléfono en los contactos (Puedo crear una propiedad, pero, el problema read more
Reply Discussion propiedades
1 upvote
13 Replies
MiguelIDS
Participant | Elite Partner
February 06, 2021
Hola Friverokiefer Aunque por el momento no se pueden crear nuevas propiedades, te puede ser util hacer uso de la propiedad predeterminad...read more
pateixeira on January 08, 2020
FILTRAR EMPRESAS
Bom dia e obrigado em atecipação pela disponibilização desta ferramenta. Gostava de filtar os clientes pela ultima visita efectuada. Sempre que os visito faço uma observação. Este registo altera a data da ultima actividade? Se sim posso filtar os cl read more
Reply Discussion Filter
0 upvote
10 Replies
MiguelIDS
Participant | Elite Partner
January 24, 2020
Si Paul, Puedes omitir los puntos 2 y 3 de automatización que te indique, y actualizar el valor de la propiedad de empresa (Visita a cliente) de for...read more
pateixeira on January 08, 2020
FILTRAR EMPRESAS
Bom dia e obrigado em atecipação pela disponibilização desta ferramenta. Gostava de filtar os clientes pela ultima visita efectuada. Sempre que os visito faço uma observação. Este registo altera a data da ultima actividade? Se sim posso filtar os cl read more
Reply Discussion Filter
0 upvote
10 Replies
MiguelIDS
Participant | Elite Partner
January 24, 2020
Si Paul, Puedes omitir los puntos 2 y 3 de automatización que te indique, y actualizar el valor de la propiedad de empresa (Visita a cliente) de for...read more
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