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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
What happens to emails Hubspot Receives (Forwarded BCC'd) when the target emails are not a contact
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
Reply Discussion
0 upvote
2 Replies
LoisJ
Contributor
April 15, 2018 18:40
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
Option to turn off HubSpot Insights on company records
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
Reply Idea Contacts & Companies
54 upvotes
28 Replies
Yupvoted
Member
April 13, 2022 19:08
Could we get more control on how we configure the HubSpot Insight feature? Right now this seems to be an all-or-nothing situation and I think we coul...read more
V_Vides on January 11, 2017
Unique Quota for Sales Staff
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
Reply Idea Sales Reporting
53 upvotes
43 Replies
Fselander
Member
January 25, 2019 00:43
This is so important, it cannot be that hard to add! Please include it soon, since we want to switch from Salesforce... Btw - how do I upvote??...read more
Solved
LoisJ on June 21, 2017
What to expect when adding contacts to a date based workflow?
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
Reply Discussion
0 upvote
3 Replies
lverhagen
Participant
November 12, 2019 11:36
Hi Phil, I was having this same question and you actually gave the reply I was hoping for. However, when I test it with a contact and send the em...read more
Solved
LoisJ on June 21, 2017
What to expect when adding contacts to a date based workflow?
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
Reply Discussion
0 upvote
3 Replies
lverhagen
Participant
November 12, 2019 11:36
Hi Phil, I was having this same question and you actually gave the reply I was hoping for. However, when I test it with a contact and send the em...read more
Solved
LoisJ on November 01, 2016
Linking companies
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
Reply Discussion Contacts
3 upvotes
10 Replies
jp8638a
Participant
May 23, 2019 11:51
can they have multiple parents? the companies?
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