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louiseW
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Member since ‎Dec 13, 2019
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Louise Wynn

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Solved
AndrewR on September 30, 2018
Industry Segment Dropdown - Cutom Entry
Hi there. I have added the "industry" field to my contacts so this information is captured on creating the customer to allow later segmentation of the database. To minimise the chances of data error I would prefer to type in the industry se read more
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0 upvote
2 Replies
louiseW
Participant
May 07, 2020
A related comment on this - I want to be able to segment companies by industry segment, but also be able to filter contacts by industry segment....is...read more
hannaht123 on December 04, 2019
Keep column orders for lists when exporting to excel
When creating a contact list we set a particular order for the property coloumns to be arranged in. I.e. contact name, then email, then contact owner etc. You are also able to rearrange this via the pop up box when clicking to export. However, when read more
Reply Idea Lists
21 upvotes
19 Replies
louiseW
Participant
February 07, 2020
And what do you do for deals? Thank you! Louise
hannaht123 on December 04, 2019
Keep column orders for lists when exporting to excel
When creating a contact list we set a particular order for the property coloumns to be arranged in. I.e. contact name, then email, then contact owner etc. You are also able to rearrange this via the pop up box when clicking to export. However, when read more
Reply Idea Lists
21 upvotes
19 Replies
louiseW
Participant
February 07, 2020
And what do you do for deals? Thank you! Louise
Solved
louiseW on February 05, 2020
Selective logging of outbound emails
Hi, Just trying to get set up with Hubspot (free version for the time being). 1/ If I connect my gmail to hubspot, will it automatically show a checkbox so that I can select which emails are logged in the CRM - this is my preference, I don't read more
Reply Discussion Contacts
0 upvote
2 Replies
louiseW
Participant
February 05, 2020
I've resolved this so no need to reply! Thanks!
Solved
louiseW on February 05, 2020
Selective logging of outbound emails
Hi, Just trying to get set up with Hubspot (free version for the time being). 1/ If I connect my gmail to hubspot, will it automatically show a checkbox so that I can select which emails are logged in the CRM - this is my preference, I don't read more
Reply Discussion Contacts
0 upvote
2 Replies
louiseW
Participant
February 05, 2020
I've resolved this so no need to reply! Thanks!
Solved
louiseW on December 13, 2019
Tracking contact interactions
Hi I'm new to HubSpot. Apparently the company previously tried using HubSpot and found it too intrusive. We use gmail and all emails were being stored in our CRM. Is there now an option to continue using gmail and just 'check' any emails we want read more
Reply Discussion Contacts
0 upvote
2 Replies
louiseW
Participant
December 13, 2019
Great - thanks for the speedy resolution!
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