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SComeau
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Member since ‎Jan 4, 2021
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Activity

liangsj on July 17, 2022
Submitting on behalf of customer, Steve Fox from Monoprice Hi Team, Currently, there's no central place to find out about the recurring emails that a Hub has, it will be great if there's a way to see ALL of the recurring email setup so read more
Contributor
September 30, 2022
We really need this as well. When we update properties it would be helful to know exactly which reports need to also be updated if they are being e-m...read more
Solved
SComeau on September 29, 2022
Is there was way to see a list of reports that are currently being e-mailed to users? We have over 900 reports and I need to know which are being e-mailed regulary so I can adjust some fields due to property changes in our CRM. This seems like a no read more
0 upvote
1 Reply
Hall of Famer | Partner
September 29, 2022
Hi @SComeau , This does not seem to be possible, unfortunately, see here: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and...read more
Solved
SComeau on September 27, 2022
We recently changed the name of a product EX: XYZ to ZYX. Is there a way to mass update the line items in all Deals to reflect this change? I changed the name inside products but the line items did not update so they contain the old name which is s read more
0 upvote
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Contributor
September 28, 2022
I actually figured out a way to do it! I ran a report of all Deals containing "XYZ" line item and exported it to Excel. I made sure I had the Deal Re...read more
Solved
SComeau on September 28, 2022
We have a lot of prospects that live in Florida and we are hoping we can "Pause" their sequence during the hurricaine. Is it possible to use a workflow to do this? Will it work correctly? Contact Workflow>Contact State is Florida>Now in Seque read more
0 upvote
1 Reply
Hall of Famer | Partner
September 28, 2022
Hi @SComeau , Unfortunately this workflow solution won't work – as far as I know, it's not possible to pause a sequence for contacts via workf...read more
Solved
SComeau on September 27, 2022
We recently changed the name of a product EX: XYZ to ZYX. Is there a way to mass update the line items in all Deals to reflect this change? I changed the name inside products but the line items did not update so they contain the old name which is s read more
0 upvote
2 Replies
Contributor
September 28, 2022
I actually figured out a way to do it! I ran a report of all Deals containing "XYZ" line item and exported it to Excel. I made sure I had the Deal Re...read more
Solved
SComeau on September 14, 2022
Hello, We need to track activity on a certain list of Contacts. I was hoping I could import the list and run a report that will give me the activities for all contacts associated but I can't see where I can do that. Does anyone have a suggestion? S read more
0 upvote
1 Reply
Top Contributor | Platinum Partner
September 15, 2022
Hi @SComeau , this can be done using a custom contacts report. Select the activities you'd like to show within the report and then within the filte...read more
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