Profile

tankney
Participant
Member since ‎Jul 31, 2017
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    6
  • Upvotes Received
    6
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

This user hasn't created a bio yet. Edit your own profile here!

Activity

taylorfriss on July 11, 2017
We just switched over to HubSpot from Salesforce and are trying to do an audit on which properties we have - so we can find duplicates and either merge or delete them. It would be great if we could export all existing Properties in our system with t read more
Member
August 09, 2022
Auditing what was done with past company users and would like to be able to export property details "group" and "created by" Currently properties a...read more
Solved
realizeit on May 24, 2017
When I merge two contacts, it would be nice if the newly merged document included all the data of the two. I just did a merge and lost the phone number, job title, and all the other info that I'd spent much time collecting. A real PITA.
4 upvotes
11 Replies
Community Manager
February 17, 2021
Hi @joseph_cone Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in...read more
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
574 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
MG on May 05, 2017
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more
288 upvotes
103 Replies
Contributor
June 24, 2021
Such a bummer, that it is not available in other plans. We are having a professional plan with several reps and this basic functionality is not for u...read more
seliav on March 09, 2018
Hi, It'd be really helpful if If/Then branches could be based on more than one case. For example, if I want to send a specific email to a contact based a property value, and there are 5 property options, this requires 4 If/then branches. Would b read more
25 upvotes
11 Replies
HubSpot Product Team
January 24, 2020
The feautre is now out to all workflows in the new system! Example multi condition branching!
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.