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DRosier
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Member since ‎Jul 28, 2020
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  • Upvotes Given
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  • Upvotes Received
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Dan Rosier

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MAnderson4 on April 09, 2021
Hey HubSpot Community! We are new to HubSpot and are looking for the best solution that will fit our Sales needs AND the rest of the business operations when it comes to VOIP Phone Service. Does anyone have any recommendations that will allow a bu read more
0 upvote
3 Replies
Participant
April 26, 2022
Hi Stefani - this was so helpful. I was searching for a solution like this and I have a demo scheduled with them at Aloware. I am, however, concerned...read more
tfiscus on May 05, 2021
Conversations should automatically be copied from the conversations thread in Inboxes to the Contact Record and Ticket as a note. Comments made in tickets don't show up outside of the inboxes, so once a conversation is closed, it's like they dis read more
Participant
April 25, 2022
So important - why bother making notes if they disappear into the vast nothingness of the inbox.
DRosier on January 06, 2022
The custom survey feature launched last year is decent. Needs help but it is great to have a native application for surveys like this in Hubspot. The problem - we have adopted them and are using them a lot. We just found out in the middle of a large read more
2 upvotes
1 Reply
Member
May 25, 2022
I just figured this out in the middle of a big survey project too!!! We are sending the same survey, but with ticket personalization in the body of t...read more
whartwell on June 21, 2018
As Hubspot allows multiple email addresses to be stored on a single contact, we need a way to locate all contacts with more than one email address. Though Hubspot may allow multiple email addresses on a contact, our integrated systems (Salesforce, f read more
157 upvotes
45 Replies
Member
February 16, 2022
I agree this is an ongoing challenge - we have multiple contacts email addresses stuck under one contact and we can't identify the scope of the probl...read more
DRosier on July 06, 2021
Much like with the NPS survey workflows I have created a workflow for the new/beta survey tool that will send an email if a customer checks a certain box in the survey to be contacted by a CSR. The email that is sent to the distribution list contain read more
0 upvote
0 Reply
charingkam on November 08, 2018
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
256 upvotes
87 Replies
Member
June 09, 2022
Would love to be able to filter dashboards with mutiple data sources.
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