karstenkoehler

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殿堂入り | Solutions Partner

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Karsten Köhler

HubSpot Freelancer • RevOps & CRM Consultant • HubSpot DACH Marketing Manager 2016-2019 • Beratung auf Stundensatzbasis • Termin vereinbaren: https://app.hubspot.com/meetings/karstenkoehler/45-30-15

アクティビティ

AJ_Kakrot 4月 19日, 2024

Original Source, Original Source Drill Down

Hi, We are migrating the data from current CRM to HubSpot so while importing the data is there any way to add the data in Original Source, Orgio Source Drill Down 1 & 2? For Original Source I have made sure that the values in csv match 続きを読む

返信ディスカッション Professional

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2 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

Hi @AJ_Kakrot , As far as I know, this is not possible, unfortunately. Drilldowns 1 and 2 cannot be edited and besides creating custom propert...続きを読む

解決済み

BBMCS 4月 19日, 2024

Creating a Sequence That Won't Unenroll

Is it possible to disable the first or third options in the Sequence automation? Basically, I don't want it to unenroll the contact if they respond or book in this sequence? If that's not possible, what's the best route to handle this?

返信ディスカッション Sales Sequences

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

Hi @BBMCS , This is indeed not possible, sequence unenrollment criteria cannot be customized. To send automated emails according to your own r...続きを読む

CLim-ABB 4月 19日, 2024

Not seeing contacts outside of SuperAdmin access?

Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv 続きを読む

返信ディスカッション Free

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

Hi @CLim-ABB , It sounds like you assigned very limited permissions when you invited users. Please familiarise yourself with HubSpot's permiss...続きを読む

Augustus 4月 19日, 2024

Save custom values on account user records

Hi - we have additional values/attributes that we need to store on our account users in order to link them back to our internal systems, like employee ID. Since user emails and names can change, that is not always the globally unique identifier for 続きを読む

返信ディスカッション Admin Settings

1 いいね！

5 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

@Augustus thanks for clarifying. This users object cannot be customized yet, although it's likely coming up this year, considering the recent beta ...続きを読む

CLim-ABB 4月 19日, 2024

How to let non-super admins view lists?

Hello, I created static and active lists on HubSpot to segment our contacts by the event they were sourced from and other defining characteristics. Nobody with regular access on my team can see the lists, they can't see Lists as the last dro 続きを読む

返信ディスカッション Free

1 いいね！

2 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

Hi @CLim-ABB , When you edit the permissions of a user, use the search field to look for "Lists". It's a separate toggle under marketing permi...続きを読む

MWitte 4月 19日, 2024

How to set up a new contact owner

I have 4 contact owners set up in our hub by a previous admin. I am now the current admin super user and would like to add adidtional contact owners. What is the process to do this?

返信ディスカッション Resource

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

Hi @MWitte , Owners correspond to users in your portal. You would have to invite the people you'd like to show up as owners: https://knowledg...続きを読む

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