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Allison3
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Member since ‎Sep 18, 2019
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Allison Shaw

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AlanR on January 12, 2021
Archive Defunct Products
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d read more
Reply Idea Products and Quotes
110 upvotes
26 Replies
Allison3
Member
April 16, 2024
Agree - this is a basic CRM function, the workarounds are ridiculous.
nmaes on April 13, 2017
Import / export activities (engagements)
We want to have a import/export function for the actions (engements in hubspot internally). The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact. read more
Reply Idea Marketing Reporting
203 upvotes
39 Replies
Allison3
Member
November 04, 2022
#3, all of the above. There's no reason we shouldn't be able export all of the activity and filter for what we need.
nmaes on April 13, 2017
Import / export activities (engagements)
We want to have a import/export function for the actions (engements in hubspot internally). The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact. read more
Reply Idea Marketing Reporting
203 upvotes
39 Replies
Allison3
Member
November 04, 2022
#3, all of the above. There's no reason we shouldn't be able export all of the activity and filter for what we need.
nmaes on April 13, 2017
Import / export activities (engagements)
We want to have a import/export function for the actions (engements in hubspot internally). The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact. read more
Reply Idea Marketing Reporting
203 upvotes
39 Replies
Allison3
Member
November 04, 2022
#3, all of the above. There's no reason we shouldn't be able export all of the activity and filter for what we need.
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