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LoisJ
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Mitglied seit ‎Okt 24, 2016
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Lois Jewell

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IPL on Juli 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 Beitrag ansehen
Antworten Diskussion
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2 Antworten
LoisJ
Mitwirkender/Mitwirkende
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? ...Beitrag ansehen
KathaHub on Februar 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 Beitrag ansehen
Antworten Idee Contacts & Companies
59 Likes
28 Antworten
LoisJ
Mitwirkender/Mitwirkende
März 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...Beitrag ansehen
V_Vides on Januar 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 Beitrag ansehen
Antworten Idee Sales Reporting
53 Likes
43 Antworten
LoisJ
Mitwirkender/Mitwirkende
Juli 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??
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LoisJ on Juni 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 Beitrag ansehen
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3 Antworten
LoisJ
Mitwirkender/Mitwirkende
Juni 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...Beitrag ansehen
Gelöst
LoisJ on Juni 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 Beitrag ansehen
Antworten Diskussion
0 Likes
3 Antworten
LoisJ
Mitwirkender/Mitwirkende
Juni 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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Antworten Diskussion Contacts
4 Likes
11 Antworten
LoisJ
Mitwirkender/Mitwirkende
Januar 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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