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jdog94
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Mitglied seit ‎Apr 22, 2020
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JacquiWG on Juli 31, 2020
Search Body of Emails
Recently implemented Hubspot & am absolutely shocked & disgusted to find that I cannot search for a keyword in emails only in the subject line of the email. How is this possible in 2020 in a CRM system?!?!?!?! One of the reasons we implement Beitrag ansehen
Antworten Idee Activity Feed
165 Likes
116 Antworten
jdog94
Mitglied
April 27, 2022
@Anonymous We would typically use the function to search emails within the last 3 years, sometimes up to 5 years to find historical discussions
jdog94 on Dezember 20, 2021
Annual Revenue Calculation for each company
An important metric for us is the annual revenue of a company, we report on that metric regularly + the reps use that metric to determine if the customer is increasing or decreasing in spend. There doesn't appear to be a way to create a field again Beitrag ansehen
Antworten Idee Properties Sales Reporting
3 Likes
4 Antworten
jdog94
Mitglied
Februar 03, 2022
So we worked out how to create this property. Anyone that is wanting help is welcome to reach out.
JacquiWG on Juli 31, 2020
Search Body of Emails
Recently implemented Hubspot & am absolutely shocked & disgusted to find that I cannot search for a keyword in emails only in the subject line of the email. How is this possible in 2020 in a CRM system?!?!?!?! One of the reasons we implement Beitrag ansehen
Antworten Idee Activity Feed
165 Likes
116 Antworten
jdog94
Mitglied
April 27, 2022
@Anonymous We would typically use the function to search emails within the last 3 years, sometimes up to 5 years to find historical discussions
jdog94 on Dezember 20, 2021
Annual Revenue Calculation for each company
An important metric for us is the annual revenue of a company, we report on that metric regularly + the reps use that metric to determine if the customer is increasing or decreasing in spend. There doesn't appear to be a way to create a field again Beitrag ansehen
Antworten Idee Properties Sales Reporting
3 Likes
4 Antworten
jdog94
Mitglied
Februar 03, 2022
So we worked out how to create this property. Anyone that is wanting help is welcome to reach out.
jdog94 on Dezember 20, 2021
Annual Revenue Calculation for each company
An important metric for us is the annual revenue of a company, we report on that metric regularly + the reps use that metric to determine if the customer is increasing or decreasing in spend. There doesn't appear to be a way to create a field again Beitrag ansehen
Antworten Idee Properties Sales Reporting
3 Likes
4 Antworten
jdog94
Mitglied
Februar 03, 2022
So we worked out how to create this property. Anyone that is wanting help is welcome to reach out.
1975920 on Januar 11, 2017
Multiple Email signature
Hello, Can you please make it so I can switch my signatures when i email from hubspot? I need to tailor it to fit the different types of people I speak with. That would be very helpful! Thank you!
Antworten Idee Connected Email
421 Likes
141 Antworten
jdog94
Mitglied
Dezember 13, 2021
I'd suggest this limitation is a flaw. You can set up multiple inboxes, and connect multiple emails.....but you can't have multiple signatures to su...Beitrag ansehen
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