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RLandolt
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Member since ‎May 5, 2021
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Rob Landolt

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Activity

KLaing on January 05, 2022
Moving emails between Business Units
Hi there, After recently setting up a new Business Unit we have found you cannot move emails between units once you have cloned them from another unit. It would be great if we could have the functionality to be able to move emails to the correct uni read more
Reply Idea Marketing Emails
75 upvotes
15 Replies
RLandolt
Participant
January 27, 2023
Upvoted! We need this functionality!
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
221 upvotes
102 Replies
RLandolt
Participant
September 15, 2021
That's great news, Flora. Thank you!
Solved
RLandolt on July 07, 2021
Including company information on Quotes for branch offices
Hi all, we've got multiple international branches using our HubSpot portal that use the quoting function. The stock quote function automatically appends the user's Company Information to the quote, using information stored in Settings/Account Defaul read more
Reply Discussion CRM Sales
0 upvote
3 Replies
RLandolt
Participant
July 07, 2021
Hi Karsten, thank you very much for the quick response! I think this will work short term, but our users will have to manually update the Company inf...read more
Solved
RLandolt on July 07, 2021
Including company information on Quotes for branch offices
Hi all, we've got multiple international branches using our HubSpot portal that use the quoting function. The stock quote function automatically appends the user's Company Information to the quote, using information stored in Settings/Account Defaul read more
Reply Discussion CRM Sales
0 upvote
3 Replies
RLandolt
Participant
July 07, 2021
Hi Karsten, thank you very much for the quick response! I think this will work short term, but our users will have to manually update the Company inf...read more
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
221 upvotes
102 Replies
RLandolt
Participant
September 15, 2021
That's great news, Flora. Thank you!
Solved
RLandolt on May 05, 2021
Scheduling a meeting in Office 365 for a separate user
Hi all, we have a call center that sets up and schedules meetings for sales reps in the field. The call center have read/edit permissions on all the rep's calendars in O365, and use the Scheduling Assistant to find available times to make appointmen read more
Reply Discussion Meetings Sales
1 upvote
3 Replies
RLandolt
Participant
May 06, 2021
Hi Karsten, thanks very much for the detailed explanation. The meeting calendar doesn't look like it will work for us, but the connected calendar mig...read more
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