Profil

usmiclow
Participant
Membre depuis ‎juin 26, 2017
  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    15
  • Mentions J'aime obtenues
    476
  • Idées
    4

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Michael J Lowe II

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Activité

usmiclow le Novembre 15, 2021
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 Lire la suite
7 Mentions J'aime
1 Réponse
usmiclow le Octobre 20, 2017
When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau Lire la suite
465 Mentions J'aime
159 Réponses
Participant
Mars 14, 2019
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...Lire la suite
usmiclow le Octobre 23, 2018
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 Lire la suite
16 Mentions J'aime
5 Réponses
Latchy le Juillet 17, 2018
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e Lire la suite
Participant
Novembre 16, 2017
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...Lire la suite
AliceLankester le Janvier 18, 2017
I see great reports on the Dashboard, but need to be able to share and communicate them with my team. A simple export to XLS/CSV and PDF would be most useful. The data is there. Just hand it over! 🙂
52 Mentions J'aime
11 Réponses
Participant
Novembre 16, 2017
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...Lire la suite
amyT le Juillet 11, 2017
The custom report feature is great but I think we should also be able to export the data from the custom report from the dashboard into an excel file in addition to pdf and ppt.
Participant
Novembre 16, 2017
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 ...Lire la suite
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