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bthomps0617
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Member since ‎Sep 10, 2019
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Bruce Thompson

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bthomps0617
Member
March 26, 2020
Reply to Allow Super Admins to "Impersonate" other users (or log-in as them)
Salesforce has been doing this forever. The System Admin has a permission that allows login as user. It can be turned off. Users have the ability to ...read more
Solved
bthomps0617 on March 11, 2020
Descriptions for reports
When you create a report from a standard report in Report Libary, a description of the report is included that is visible by hovering over the "i" next to the name. This feature is not available when creating a custom report. Every report should hav read more
Reply Discussion Sales Dashboard
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bthomps0617
Member
February 14, 2020
Reply to Templates for Notes in CRM
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
bthomps0617
Member
February 07, 2020
Reply to Templates for Notes in CRM
Yes, this would be a big winner in our organization to capture the answers to the same question. The new Account-based Marketing tool has so new prop...read more
bthomps0617
Member
October 23, 2019
Reply to Recurring email for specific reports
Scheduling reports should be a fundamental functionality of a CRM. The connection to a dashboard is totally unnecessary.
bthomps0617
Member
October 01, 2019
Reply to Allow Super Admins to "Impersonate" other users (or log-in as them)
As a former Salessforce Certified Admin this was one of the most valuable functionalities an Admin needs. HubSpot Admins have to have Login In As Use...read more
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