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LoisJ
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Member since ‎Oct 24, 2016
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Lois Jewell

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IPL on July 10, 2017
Suddenlt whenever I send an email, iit automatically gets bcc'd to χχχχχχ @bcc.hubspot.com THis is for an email I just recently linked - .the same thing does not happen with my usual email. Why is this and what does it mean? Pleas read more
0 upvote
2 Replies
Contributor
April 15, 2018
Hi Phil, Just wondering - are there any options (or workarounds) to limit the log to CRM function to contacts who already exist in HubSpot only? ...read more
KathaHub on February 19, 2018
We use the CRM for the German market and unfortunately HubSpot Insights pulls a lot of incorrect data on the company records. In order to avoid manual fixes by our sales team every time a new contact is created, it would be great to have the optio read more
57 upvotes
28 Replies
Contributor
March 11, 2018
I'd also be quite interested in seeing some configuration options for this feature in HubSpot. For example: select which fields are permitted to be...read more
V_Vides on January 11, 2017
Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sal read more
53 upvotes
43 Replies
Contributor
July 25, 2017
Lots of support it seems for this one....but no response on how it's done (if it is in fact possible). Has anyone found a work around??
Solved
LoisJ on June 21, 2017
I'm trying to understand what performance to expect with a date based workflow I'm considering in support of a very simple event. I've set the workflow around the event date with an invitation sent x days in advance, and a few if/then branches sendi read more
0 upvote
3 Replies
Contributor
June 27, 2017
Thanks Phil, I've got the if/then filters after the delays 🙂 Interesting that when I was researching this in advance I couldn't find a specifi...read more
Solved
LoisJ on June 21, 2017
I'm trying to understand what performance to expect with a date based workflow I'm considering in support of a very simple event. I've set the workflow around the event date with an invitation sent x days in advance, and a few if/then branches sendi read more
0 upvote
3 Replies
Contributor
June 27, 2017
Thanks Phil, I've got the if/then filters after the delays 🙂 Interesting that when I was researching this in advance I couldn't find a specifi...read more
Solved
LoisJ on November 01, 2016
I'm wondering if there's any way to record relationships between companies in Hubspot, ideally as a link to the related company profile? My scenario is that I'm looking to record business partners that we work with collaboratively to develop opp read more
3 upvotes
10 Replies
Contributor
January 17, 2017
Sounds good! Thanks May. Do you know when this is expected to graduate from beta to production? Cheers, Lois
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