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SLindmont
Participant | Partenaire solutions Platinum
(She/her)
Participant | Partenaire solutions Platinum
Membre depuis ‎mars 15, 2021
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  • Solutions
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  • Réponses
    3
  • Mentions J'aime ajoutées
    64
  • Mentions J'aime obtenues
    1
  • Idées
    1

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Sara Lindmont

IntegrateHQ provides middleware for sales and marketing solutions. We automate the flow of data between your systems. I provide HubSpot onboarding incorporating your integration processes for your teams learning. I also help manage projects, train on HS user experience, and ensure customer satisfaction.

Activité

JoJohanna le Juin 02, 2020
Analyzing Snippets
It would be very helpful to be able to analyze the use and the response rate to Snippets (that contain a link for example).
Répondre Idée Snippets & Templates
152 Mentions J'aime
45 Réponses
SLindmont
Participant | Partenaire solutions Platinum
Décembre 01, 2023
Yes please. As an integration partner, our clients like to use Snippets to extend some features in HS, but it only works if they can report on those ...Lire la suite
BenCastelli le Décembre 13, 2021
Display values in currency with dollar sign and decimal places
When you use Sum (amount in company currency) on a custom Deals report, the values in the report do not look like currrency. They have no dollar sign and do not have two places after the decimal. It would be very helpful, particularly for peo Lire la suite
Répondre Idée Dashboards & Reports
60 Mentions J'aime
11 Réponses
SLindmont
Participant | Partenaire solutions Platinum
Octobre 21, 2023
Management is struggling reading reports on our dashboards because the $ is missing in the display. This is available when you use other report modul...Lire la suite
Résolues
GKell le Juillet 21, 2021
Reports not displaying as currency
When using Custom Report Builder and looking to sum by Amount in Company Currency, my results are showing as a basic number, not as currency: However, when I use a Single Object report, it shows as a currency. What am I missi Lire la suite
Répondre Discussion Enterprise
12 Mentions J'aime
4 Réponses
SLindmont
Participant | Partenaire solutions Platinum
Octobre 16, 2023
2023 and this still seems to be an issue. HubSpot, please fix. I've put in a support ticket as well for more visibility.
dzsigray le Janvier 03, 2022
Ability to Remove One's Account from Portals
As with most marketing agencies, we have some clients who go elsewhere after working with us. These clients add us to their HubSpot portals, and they appear in our HubSpot Accounts list ( https://app.hubspot.com/myaccounts-beta ). However, once our Lire la suite
Répondre Idée Users & Teams & Permissions
7 Mentions J'aime
3 Réponses
SLindmont
Participant | Partenaire solutions Platinum
Octobre 12, 2023
As a partner that also uses a lot of development accounts for clients plus their live account, I need the ability to remove myself from accounts. It'...Lire la suite
TMF1090 le Mars 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts Lire la suite
Répondre Idée Sequences
437 Mentions J'aime
119 Réponses
SLindmont
Participant | Partenaire solutions Platinum
Octobre 02, 2023
Another wish list item, while you are making enhancements to Sequence data availability, allow the Name of the Sequence to be available through the A...Lire la suite
sidsaha le Mai 15, 2020
Dashboard filter settings to be saved
Hi, I wanted to create similar Dashboards for each of my sales reps and save it. For that I was trying to use the Dashboard filter and filter the reports by Deal Owners. However whenever I close the Dashboard for one rep or go to some other rep's da Lire la suite
Répondre Idée Sales Reporting
30 Mentions J'aime
7 Réponses
SLindmont
Participant | Partenaire solutions Platinum
Septembre 27, 2023
So excited for the new dashboard filters, but then found they aren't saving when other users log into the same board. This update looked like it woul...Lire la suite
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