Arthur-Mi4

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solutions
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Arthur Pomiès

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Solved

Arthur-Mi4 on January 02, 2024

How to keep track of tickets exchanges & easily identify tickets?

Hello everyone, One of our client has specific needs regarding use of tickets by non-service persons. As I'm not satisfied with my actual solutions, I'm asking for your help to see if anyone has better ideas / best practices. The Issue read more

Reply Discussion Professional

2 upvotes

3 Replies

Arthur-Mi4

Participant | Platinum Partner

January 03, 2024

Thank you Kristen for following up!

Solved

Arthur-Mi4 on January 02, 2024

How to keep track of tickets exchanges & easily identify tickets?

Reply Discussion Professional

2 upvotes

3 Replies

Arthur-Mi4

Participant | Platinum Partner

January 03, 2024

Thank you Kristen for following up!

YGawthorpe on March 30, 2023

Add Conditional logic for the overview and right side bar views

Hello, Currently when defining the views for a record within hubspot we have the option on the left hand side to set groups of properties being visible based on a condition being true. It would be good to replicate this functionality for the over read more

Reply Idea Contacts & Companies Custom Objects

7 upvotes

4 Replies

Arthur-Mi4

Participant | Platinum Partner

December 04, 2023

+1 the new "overview" card are excellent, but clients need to have different views depending, for example, of the pipeline. It would also be useful t...read more

KaraBarnes on October 13, 2021

Create associations between the same object (company to company, contact to contact, deal to deal)

Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more

Reply Idea Contacts & Companies Custom Objects Deals

178 upvotes

69 Replies

Arthur-Mi4

Participant | Platinum Partner

December 19, 2022

Lucila-Andimol on November 06, 2020

Dashboard clone to other portals

As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to a read more

Reply Idea Dashboards & Reports Partner Tools

96 upvotes

36 Replies

Arthur-Mi4

Participant | Platinum Partner

June 20, 2022

This would be a huge time saver for agencies !

Arthur-Mi4 on May 09, 2022

[Guide] Comment enrichir automatiquement les contacts créés par l'extension sales ?

Plus votre base de donnée est “propre”, plus elle aura de valeur car plus elle sera exploitable. Une bonne pratique consiste à segmenter au maximum votre base de donnée, et avec HubSpot on peut faire pas mal de choses automatiquement ! read more

Reply Blog Marketing Workflows

9 upvotes

1 Reply

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