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EricaSmith
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コミュニティー参加日： ‎6 25, 2020
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  • ベストアンサー数
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  • 件の返信
    5
  • いいね！した数
    41
  • いいね！獲得数
    8
  • ご意見・ご提案
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Erica Smith

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解決済み
PCVMurcor 5月 30日, 2017
HubSpot Adds Cool Robot Contact to My CRM?
Please explain why and how Hubspot is adding and changing records in our account? Our user, Gary Marsh did not add this file. An explanation is needed.
返信 ディスカッション
1 いいね！
3 コメント
EricaSmith
投稿者
8月 09日, 2023
I got this too!!!! What is this @hubspot ????
解決済み
John-Wick 1月 21日, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own 続きを読む
返信 ディスカッション Professional
17 いいね！
10 コメント
EricaSmith
投稿者
1月 17日, 2023
Am I missing something? Why are we being directed to this other post. These are not the same ideas. We aren't asking for a report and a way to divide...続きを読む
Anonymous 6月 19日, 2019
convert active to static list
Add ability to convert an active list to a static list - this would allow for a list used for a targeted email to then be converted so new contacts could not be added, creating a snapshot in time. Most lists are used multiple times, but some eve 続きを読む
返信 アイデア Contacts & Companies Lists
101 いいね！
41 コメント
EricaSmith
投稿者
11月 28日, 2022
This would be amazing! We have multiple client events each year. Changing the list to a static one after the event is over would allow us to freeze...続きを読む
Cherisse 4月 19日, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti 続きを読む
返信 アイデア Contacts & Companies Workflows
480 いいね！
142 コメント
EricaSmith
投稿者
7月 26日, 2022
This would be incredibly useful! We would use it in our business as a way for users AT A GLANCE to see what follow-up workflow they have enrolled a ...続きを読む
解決済み
John-Wick 1月 21日, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own 続きを読む
返信 ディスカッション Professional
17 いいね！
10 コメント
EricaSmith
投稿者
1月 17日, 2023
Am I missing something? Why are we being directed to this other post. These are not the same ideas. We aren't asking for a report and a way to divide...続きを読む
RBarkby 4月 04日, 2018
Splitting Deal Amounts Between Salespeople
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie 続きを読む
返信 アイデア Deals
99 いいね！
32 コメント
EricaSmith
投稿者
4月 14日, 2022
We are in desperate need of this feature. We utilize HS in our Real Estate team. We have deal owners (which is great...the way we have our system/r...続きを読む
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