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Happiness_is_ai
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Member since ‎Jan 14, 2021
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Måns Johansson

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Solved
dansaal on June 14, 2017
Connecting email introductions from a 3rd party to a specific contact in HubSpot CRM
Okay, so I am just starting to use HubSpot CRM and Sales and I'm trying to figure out the best way to track emails to a specific contact in HubSpot. I have my Google Suite account connected to HubSpot and I have read about how to use the forward read more
Reply Discussion
1 upvote
3 Replies
Happiness_is_ai
Participant
February 09, 2021
This works, if the mission is to get the mail into a specific account. The only drawback is that for an outsider, it might look like the email is com...read more
bradytraeder on November 19, 2019
Editing the column width and customizing in deals board view
Being able to adjust the column width in the deals board view will help allow us to see what we want to see based on each deal stage, much like how you can customize in companies the size of each property. A full screen mode for the deals board that read more
Reply Idea Deals
51 upvotes
22 Replies
Happiness_is_ai
Participant
February 08, 2021
I can also see a need for this. Too much white space.
Solved
Happiness_is_ai on January 14, 2021
Undo bulk edit
I have created a custom property/field called category. In here, I have several descriptive types of the business that companies conduct. A company can and often do check several of these types. The list of type of business became large, and I dis read more
Reply Discussion FREE
1 upvote
3 Replies
Happiness_is_ai
Participant
January 14, 2021
Exactly, multiple checkboxes property. Followed your tip, thank you. Glad that there is some sort of workaround, although not a quick fix. Lesson l...read more
Solved
Happiness_is_ai on January 14, 2021
Undo bulk edit
I have created a custom property/field called category. In here, I have several descriptive types of the business that companies conduct. A company can and often do check several of these types. The list of type of business became large, and I dis read more
Reply Discussion FREE
1 upvote
3 Replies
Happiness_is_ai
Participant
January 14, 2021
Exactly, multiple checkboxes property. Followed your tip, thank you. Glad that there is some sort of workaround, although not a quick fix. Lesson l...read more
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