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SCole7
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Scott Cole

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NSeter le Janvier 04, 2021
Admin view of connected email inboxes
As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot
Répondre Idée Connected Email Users & Teams & Permissions
108 Mentions J'aime
39 Réponses
SCole7
Membre
Novembre 16, 2023
This is great, but in the 'more to come' is there a way to automatically notify these individuals via email letting them know they need to reconnect ...Lire la suite
NSeter le Janvier 04, 2021
Admin view of connected email inboxes
As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot
Répondre Idée Connected Email Users & Teams & Permissions
108 Mentions J'aime
39 Réponses
SCole7
Membre
Novembre 16, 2023
This is great, but in the 'more to come' is there a way to automatically notify these individuals via email letting them know they need to reconnect ...Lire la suite
Résolues
SCole7 le Janvier 13, 2022
Deduplication using ‘exact’ domain name?
Hi All, I tried to import a list of organisations using the domain name as the unique identifier so that it would ignore, and therefore not import, any records that already had that domain name in HS. When I reviewed the import list I noticed a lo Lire la suite
Répondre Discussion CRM How-To
0 Mention J'aime
4 Réponses
kcgarvin le Octobre 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Répondre Idée Sales Reporting
89 Mentions J'aime
64 Réponses
SCole7
Membre
Novembre 10, 2021
Well that was disappointing. Custom reports only? Why not available on ALL date related filters?
kcgarvin le Octobre 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Répondre Idée Sales Reporting
89 Mentions J'aime
64 Réponses
SCole7
Membre
Novembre 10, 2021
Well that was disappointing. Custom reports only? Why not available on ALL date related filters?
rjohnsonM3 le Mai 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Lire la suite
Répondre Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 Mentions J'aime
14 Réponses
SCole7
Membre
Mai 24, 2021
I'm having the same issue as @rjohnsonM3 The suggested solution works based on a snapshot of time as you have to enter the exact date into the fi...Lire la suite
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