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usmiclow
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Member since ‎Jun 26, 2017
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  • Upvotes Given
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  • Upvotes Received
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Michael J Lowe II

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usmiclow on November 15, 2021
Auto Associate Contact with Parent Company OR Child Company
The problem: We have multiple instances of Parent and Child companies that have the same Domain URL. This means when a new Contact comes in through a Form, it will not automatically make it to the correct Company. This is a Data Clenliness issue read more
Reply Idea Contacts & Companies
11 upvotes
1 Reply
usmiclow
Participant
March 14, 2019
Reply to Automatic Phone Number Formatting
Hi @hroberts Although it is nice that you added that functionality on the front end, it does NOT resolve the current issue/problem posted orig...read more
usmiclow on October 23, 2018
Company Lists for AND - OR Capabilities
There should either be AND - OR capabilities in filters or you should be able to create static and active lists for Companies, not just Contacts. Currently, Lists are only able to organize Contacts while having "AND - OR" capabilities. Filters read more
Reply Idea Contacts & Companies
16 upvotes
5 Replies
usmiclow
Participant
November 16, 2017
Reply to Add email to CRM record button
I agree. We are just moving over from another CRM to HubSpot, and upon further research on this functionality, it seems as though all your major (and...read more
usmiclow
Participant
November 16, 2017
Reply to Dashboard reports -- need to be able to export them all
I agree 100%. As well, if it can only be exported into a PDF, it needs to be readable. Because of the names of my Deals and stages, almost all of my...read more
usmiclow
Participant
November 16, 2017
Reply to Ability to export Excel files from dashboard custom reports
I agree 100%. As well, if it can only be exported into a PDF, it needs to be readable. Because of the names of my Deals and stages, almost all of my ...read more
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