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PerryP
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Member since ‎Jun 5, 2020
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PerryP on December 15, 2022
Alerts
We have a list of customer accounts and contacts that we want to mark as do not sell new equipment to because they are not in our territory. Is there any way a pop-up window or a flag be put onto an account and contact, so it is easy to see as soon read more
Reply Discussion
0 upvote
1 Reply
Shea-PermaTherm on March 25, 2021
Admins Need to be able to Login as Different Users
In our Salesforce org, we are able to login as a user by a click of a button [login] next to the user's name, and would appreciate having this functionality in HubSpot. The current work around to this is cumbersome for our users - as an admin, we ha read more
Reply Idea Account Settings
2 upvotes
1 Reply
PerryP
Participant
September 07, 2021
I agree that was a nice feature in Salesforce and would love to have in Hubspot.
PerryP on June 25, 2021
Controlling what users can see
We would like to be able to hide from regualar users what is going on inside of a company and Contact. We still need for the users to see the company and contacts incase someone calls in they can check to see if the company/contact is owned and pass read more
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
Solved
PerryP on June 11, 2021
Email Tracking
We are wanting to keep tracked emails from being read by users that don't own them. However we don't want to hide the companies and contacts just all the contents. We need the users to be able to see the companies and contacts to make sure they are read more
Reply Discussion Professional
0 upvote
3 Replies
Solved
PerryP on August 21, 2020
Bounce Rate
We switched from Salesforce to Hubspot we also used Constant Contacts. I have brought all me contacts over and put the opt-out list in from Constant Contacts. Sent out first email and now I am suspended because of too many bounces. I never had this read more
Reply Discussion Deliverability
0 upvote
2 Replies
Solved
tim1468 on July 24, 2019
how to change all compagny owner to the new sales representativ
Hello, The old sale representative has lived the company, we have a new one, but how I can do for change the owner off all the companies in one time? because change it one per one or page /page is way too long if you have a database for more thous read more
Reply Discussion
0 upvote
9 Replies
PerryP
Participant
June 23, 2020
When you reassign the compaines will all the contacts get reassigned too?
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