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auto-mate
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Member since ‎May 19, 2021
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James Clay

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auto-mate on November 14, 2023
Please remove the labels from reports
I have a large number of systematically created reports and dashboards. Without warning they all now have labels, like: "ALL TIME - MONTH" "FILTERS (2)". These labels are useless IMHO. The only labels with any insight are the time frame - but in an read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
Solved
Coopr on October 20, 2023
Leads beta - what even is a Lead?
I'm struggling a little to understand the beta Leads feature https://knowledge.hubspot.com/prospecting/set-up-leads https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace What even is a Lead? How does it diff read more
Reply Discussion Professional
2 upvotes
9 Replies
auto-mate
Top Contributor
October 27, 2023
Good point. For me - if you are in the prospecting window with prospecting tools, then a collective name of "prospects" to gather the people who are ...read more
Solved
Coopr on October 20, 2023
Leads beta - what even is a Lead?
I'm struggling a little to understand the beta Leads feature https://knowledge.hubspot.com/prospecting/set-up-leads https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace What even is a Lead? How does it diff read more
Reply Discussion Professional
2 upvotes
9 Replies
auto-mate
Top Contributor
October 27, 2023
Good point. For me - if you are in the prospecting window with prospecting tools, then a collective name of "prospects" to gather the people who are ...read more
auto-mate on October 26, 2023
Change name of Lead (object) to Prospect (or let admins change it)
Lead, really? Should be Prospect. Not Lead - because that's a Lifecycle stage - and confusing a lifecycle stage with an object is already a huge hassle when dealing with HS+SF or D365. Imagine: Q. What's a Lead? A. Well, it's a Lead. No, it's read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
Solved
Coopr on October 20, 2023
Leads beta - what even is a Lead?
I'm struggling a little to understand the beta Leads feature https://knowledge.hubspot.com/prospecting/set-up-leads https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace What even is a Lead? How does it diff read more
Reply Discussion Professional
2 upvotes
9 Replies
auto-mate
Top Contributor
October 27, 2023
Good point. For me - if you are in the prospecting window with prospecting tools, then a collective name of "prospects" to gather the people who are ...read more
Solved
KStrong37 on October 02, 2023
Why does the workflows interface keep getting worse?
Over the past half a year or so, I've stepped away from actively managing our organization's automations, because everything is working. Every month or two, when I pop in to check up on things, the interface is worse. First there was the terrible read more
Reply Discussion Workflows
6 upvotes
21 Replies
auto-mate
Top Contributor
October 11, 2023
Megan, thank you very much for this detail, really appreciated. I will take a creful look at the Beta again - especially to see " we have now made th...read more
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