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LoisJ
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Membre depuis ‎oct. 24, 2016
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Résolues
IPL le Juillet 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 Lire la suite
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2 Réponses
LoisJ
Contributeur
Avril 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? ...Lire la suite
KathaHub le Février 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 Lire la suite
Répondre Idée Contacts & Companies
59 Mentions J'aime
28 Réponses
LoisJ
Contributeur
Mars 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...Lire la suite
V_Vides le Janvier 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 Lire la suite
Répondre Idée Sales Reporting
53 Mentions J'aime
43 Réponses
LoisJ
Contributeur
Juillet 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??
Résolues
LoisJ le Juin 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 Lire la suite
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3 Réponses
LoisJ
Contributeur
Juin 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...Lire la suite
Résolues
LoisJ le Juin 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 Lire la suite
Répondre Discussion
0 Mention J'aime
3 Réponses
LoisJ
Contributeur
Juin 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...Lire la suite
Résolues
LoisJ le Novembre 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 Lire la suite
Répondre Discussion Contacts
4 Mentions J'aime
11 Réponses
LoisJ
Contributeur
Janvier 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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