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lellis
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Mitglied seit ‎Aug 8, 2017
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Anonymous on September 22, 2020
set documents owner
Use case: marketing updates & loads documents, but sales should be displayed as the owner Request: make the owner of the files in Documents a dropdown selection that can be updated and centrally managed
Antworten Idee Sales Documents
39 Likes
15 Antworten
lellis
Teilnehmer/-in
April 12, 2023
ughhh, all our documents were uploaded by an employee who is no longer here, and where we have deactivated that employee in Hubspot and our email sys...Beitrag ansehen
MjLaipenieks on Januar 16, 2019
Documents tool within Snippet tool
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions Beitrag ansehen
Antworten Idee Sales Documents Snippets & Templates
27 Likes
20 Antworten
lellis
Teilnehmer/-in
Mai 15, 2019
This is a problem, ughhh
taylorfriss on Juli 11, 2017
Export All Properties in CSV.
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 Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies
288 Likes
105 Antworten
lellis
Teilnehmer/-in
April 18, 2019
We have been using Hubspot a while and have lots of fields in the system. Some we can likely now consolidate and others we probably should delete. ...Beitrag ansehen
AndyPitre on April 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor Beitrag ansehen
Antworten Idee Tasks
97 Likes
62 Antworten
lellis
Teilnehmer/-in
Februar 26, 2019
Agreed. We should be able to MINIMUM - export tasks into a CSV BETTER - export tasks with a task ID - import new tasks - reimport old tasks...Beitrag ansehen
taylorfriss on September 04, 2017
Rename List Folders
It would be realllllly nice if we could rename list folders. Right now I keep having to make new child folders with different names and transferring all of the sublists into that folder, instead of a simple rename.
Antworten Idee Lists
169 Likes
57 Antworten
lellis
Teilnehmer/-in
November 09, 2018
The organization within marketing, templates and sequences are all over the map. Some let you rename, some let you create subfolders, some don't ...Beitrag ansehen
lellis on Februar 07, 2018
Google Sheets (importHTML or importXML)
Hi, I use the importHTML function within google sheets both on websites as well as with password protected apps successfully. I have had to use the importXML in a few cases but either have pretty much worked for me almost all the time when pulling Beitrag ansehen
Antworten Diskussion Companies
0 Likes
2 Antworten
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