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Jeff5
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Member since ‎Sep 4, 2020
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Jeff5 on May 18, 2021
ADD a DATE STAMP in the chat transcript.
Currently, only a time stamp is included in the chat transcript...no date. As transcripts get moved around, forwarded (often by contacts)...there is a potential of being uncertain of the actual date the chat occurred...without accessing the HubSpot read more
Reply Idea Conversations
1 upvote
0 Reply
Solved
gelflex-cc on March 04, 2020
Integration with SAP Business One
Currently CRM free version I have not looked into this. Thought I would start here. We were using HubSpot free CRM for a specific segment of customers who would order through a distributor. Our accounting software then did not matter. N read more
Reply Discussion Companies Contacts
2 upvotes
15 Replies
Jeff5
Participant
November 23, 2020
Thanks for the information Flowbird. Could you explain a bit further how the bpa from Fisher was integrated? Is the integration on-demand, batch, rea...read more
AnaïsB on January 09, 2019
Count Sales Emails openings for a contact
Hi everyone, Here is my trick for getting a custom contact property with the number of Sales email openings / Sales email clicks by contact, as it's not available yet either in the UX or the API. I've had this talk with several people, and read more
Reply Discussion
11 upvotes
14 Replies
Jeff5
Participant
October 22, 2020
Hi Stefano, I love the spirit of your solution and I suspect you will probably get it to work. However, there is a shorter (maybe easier) way to ...read more
Solved
MikeCNorthrup on November 20, 2019
Best practice for contacts who have left a company?
Hi all, Is there a best practice for indicating that contact has left a company, without removing their historic data from the company record?
Reply Discussion
4 upvotes
13 Replies
Jeff5
Participant
September 15, 2020
Just for clarification: Using your suggestion below, 'opting out' the old company email address, then adding their new email address, will increa...read more
AnaïsB on January 09, 2019
Count Sales Emails openings for a contact
Hi everyone, Here is my trick for getting a custom contact property with the number of Sales email openings / Sales email clicks by contact, as it's not available yet either in the UX or the API. I've had this talk with several people, and read more
Reply Discussion
11 upvotes
14 Replies
Jeff5
Participant
October 22, 2020
Hi Stefano, I love the spirit of your solution and I suspect you will probably get it to work. However, there is a shorter (maybe easier) way to ...read more
AnaïsB on January 09, 2019
Count Sales Emails openings for a contact
Hi everyone, Here is my trick for getting a custom contact property with the number of Sales email openings / Sales email clicks by contact, as it's not available yet either in the UX or the API. I've had this talk with several people, and read more
Reply Discussion
11 upvotes
14 Replies
Jeff5
Participant
October 22, 2020
Hi Stefano, I love the spirit of your solution and I suspect you will probably get it to work. However, there is a shorter (maybe easier) way to ...read more
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