Member since ‎Aug 23, 2019
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Matthias Kampmann

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jackielee on November 13, 2019
Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it woul read more
March 02, 2021
Came across this just recently which makes it unnecessarily hard to do contact segmenatation based on their associated companies. Common use more
RBarkby on April 04, 2018
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie read more
32 Replies
March 02, 2021
100% agreed here. Especially if different teams (Sales, CDM,CS) base their goal achievements on the same deals this makes people use sub-optimal more
dewetsnyders on May 18, 2020
Currently HS runs a duplicate check only every two weeks for each portal. Especially with large quantities of imports it would be easier to run a check manually and use the merge function rather than exporting to a spreadsheet every time to check du read more
4 Replies
February 03, 2021
Agreed on this. While the duplicate check is already quite useful, it would be much appriciated if it could also be triggered manually after big more
Quantilope_Mat on January 28, 2021
With the new forecast feature you can have a look how forecast and closing changes within a month. This is great, however our sales managers (VP level) need a look at the whole quarter as this is how we do all internal reporting. So to use read more
0 Reply
himanigupta on January 20, 2021
Would you please launch forecast amount in local currency identical to projected deal stage amount
14 Replies
January 28, 2021
Yes! While the new forecast feature is going into the right direction we currently can't use it as we have US and EU based offices. Try getting more
IsaacTakushi on January 08, 2019
The Timeline API has endpoints for creating and updating specific timeline events and deleting event types , but specific events cannot be deleted in the UI or via the API. Instead, per this thread , events must be deleted manually my read more
6 Replies
December 08, 2020
Still need a way to delete timeline events (via API). We had a bug in a custom integration and the timeline of contacts got spammed with events. more
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