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TerryB
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Membro desde ‎mar 3, 2020
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Terry Bonner

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NGosz on Junho 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu Leia mais
Responder Idéia CRM Objects (Contacts & Companies & Deals & Tickets)
120 avaliações positivas
29 Respostas
TerryB
Colaborador(a)
Abril 29, 2022
This idea was requested nearly 2 years ago and I'm surprised its not been considered, especially for a product that classifies itself on being a 'B2B...Leia mais
MollUser1 on Setembro 09, 2020
Report from Company List
The feature, that you can create now lists not just from contacts, but also from companies is very nice. Sadly, you can just create a report of contacts with the "Is member of XXX list" but you can not create a report of companies with the "is mem Leia mais
Responder Idéia Sales Reporting
34 avaliações positivas
14 Respostas
TerryB
Colaborador(a)
Abril 26, 2022
Nearly 2 years on and this still hasnt been considered improvement, functionality that is critical for B2B marketing and reporting. The Hubspot p...Leia mais
franksteiner79 on Outubro 22, 2021
AMA - Demystifying HubSpot's lifecyle stages, deal stages and lead status
Hi all I'm Frank Steiner , Principal Inbound Consultant at HubSpot (Germany). I've been with HubSpot since May 2018 and have been a HubSpot fanboy and customer since 2014/15 when I did my first HubSpot implementation whilst working as Mark Leia mais
Responder Discussão AMA
22 avaliações positivas
32 Respostas
TerryB
Colaborador(a)
Outubro 25, 2021
I have the same situation as @folked at my company, we sell multiple products (5 Products) and a contact + company can have different lifecycle sta...Leia mais
Solucionado
TomMonaghan on Setembro 23, 2021
iOS 15 - let’s talk about it
Hey folks, So the iOS 15 changes are out in the wild and I thought it was best to start a fresh thread to give everyone a place to ask questions, help each other, and share their experiences. Thanks, Tom Monaghan Director of Leia mais
Responder Discussão Email Deliverability Marketing Email
26 avaliações positivas
91 Respostas
TerryB
Colaborador(a)
Setembro 29, 2021
Another setting that needs consideration in the platform is lead scoring contact that open emails. With this IOS changes this is now unreliable
Solucionado
TomMonaghan on Setembro 23, 2021
iOS 15 - let’s talk about it
Hey folks, So the iOS 15 changes are out in the wild and I thought it was best to start a fresh thread to give everyone a place to ask questions, help each other, and share their experiences. Thanks, Tom Monaghan Director of Leia mais
Responder Discussão Email Deliverability Marketing Email
26 avaliações positivas
91 Respostas
TerryB
Colaborador(a)
Setembro 29, 2021
Another setting that needs consideration in the platform is lead scoring contact that open emails. With this IOS changes this is now unreliable
Solucionado
FelipeFelix on Abril 27, 2021
Any document management system for compliance teams?
Hello! My Compliance Team needs to verify our customer's identity before we send a contract (with government-issued personal documents, bank statements, and other documents), in HubSpot, we can't segregate those documents access enough to be sec Leia mais
Responder Discussão Integrations Process
2 avaliações positivas
5 Respostas
TerryB
Colaborador(a)
Maio 04, 2021
Hey @FelipeFelix My company sell a few Identity products, sounds like your looking for our IDScan product - https://www.gbgplc.com/identity-solu...Leia mais
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