Recently I recognized a problem with merging records, specifically with contacts. We had a contact that had been duplicated because they used a different email, but the same phone # and name, however, they were not assigned to the same contact owner Lire la suite

Hi I've looked into this and it is my understanding that what I'm asking for is not possible. Never the less, I wanted to share my thought/frustration here to see if I'm missing something or if anyone have a workaround that I'm not familiar with Lire la suite

Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom Lire la suite

Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom Lire la suite

Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom Lire la suite

Hi We still do alot os outbound activies and don't just wait for marketing to generate leads. In regards to that, I'm missing some sort of tag on Companies that tells us the "temperature" of the customer. In Hubspot we both have Companies that a Lire la suite