プロフィール

Jeff5
参加者
コミュニティー参加日: ‎9 4, 2020
  • ベストアンサー数
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  • 件の返信
    6
  • いいね!した数
    3
  • いいね!獲得数
    7
  • ご意見・ご提案
    1

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Jeff Williams

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アクティビティ

Jeff5 5月 18日, 2021
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 続きを読む
1 いいね!
0 コメント
解決済み
gelflex-cc 3月 04日, 2020
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 続きを読む
2 いいね!
15 コメント
参加者
11月 23日, 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...続きを読む
AnaïsB 1月 09日, 2019
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 続きを読む
15 いいね!
17 コメント
参加者
10月 22日, 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 ...続きを読む
解決済み
MikeCNorthrup 11月 20日, 2019
Hi all, Is there a best practice for indicating that contact has left a company, without removing their historic data from the company record?
4 いいね!
13 コメント
参加者
9月 15日, 2020
Just for clarification: Using your suggestion below, 'opting out' the old company email address, then adding their new email address, will increa...続きを読む
AnaïsB 1月 09日, 2019
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 続きを読む
15 いいね!
17 コメント
参加者
10月 22日, 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 ...続きを読む
AnaïsB 1月 09日, 2019
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 続きを読む
15 いいね!
17 コメント
参加者
10月 22日, 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 ...続きを読む
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