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Jeff5
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Membro desde ‎set 4, 2020
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  • Avaliações positivas recebidas
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Jeff Williams

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Jeff5 on Maio 18, 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 Leia mais
1 avaliações positivas
0 Respostas
Solucionado
gelflex-cc on Março 04, 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 Leia mais
2 avaliações positivas
15 Respostas
Participante
Novembro 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...Leia mais
AnaïsB on Janeiro 09, 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 Leia mais
11 avaliações positivas
14 Respostas
Participante
Outubro 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 ...Leia mais
Solucionado
MikeCNorthrup on Novembro 20, 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 avaliações positivas
13 Respostas
Participante
Setembro 15, 2020
Just for clarification: Using your suggestion below, 'opting out' the old company email address, then adding their new email address, will increa...Leia mais
AnaïsB on Janeiro 09, 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 Leia mais
11 avaliações positivas
14 Respostas
Participante
Outubro 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 ...Leia mais
AnaïsB on Janeiro 09, 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 Leia mais
11 avaliações positivas
14 Respostas
Participante
Outubro 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 ...Leia mais
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