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simon-howe
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Member since ‎Jan 23, 2020
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Simon Howe

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lisat2m on August 22, 2019
Deals associated with Company
We have deal records associated to the company. We do not want all timeline activity from the deals to appear on the company record. I understand we can uncheck the company when leaving a note, task, email, etc. (cumbersome but, it works). My questi read more
Reply Discussion
1 upvote
2 Replies
simon-howe
Participant
February 26, 2020
This is one of the most frequently commented on issue in our office. We've had company records clogged with information and I've spent the time going...read more
wgoldbeck on January 14, 2020
Marketing Email Tracking on Company Pages
I am a BD manager at a recruiting firm. We have put a lot of time and effort into creating a beautiful fee agreement template on the Marketing platform to send to our clients. Although we deal with individuals, our real clients are companies, an read more
Reply Idea Contacts & Companies
23 upvotes
12 Replies
simon-howe
Participant
January 23, 2020
I've just been speaking to HubSpot about this very issue. We're a software development house and our clients are companies first and foremost. We lia...read more
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