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aalthaus_revriv
参加者 | Elite Partner
参加者 | Elite Partner
コミュニティー参加日： ‎11 6, 2017
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Amanda Althaus

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解決済み
Shred_XJ2 12月 07日, 2016
Sales Compensation Tracking
I did a search and could not find anything pertaining to setting up tracking of sales compensation/commissions. I understand that as of this moment I am using the FREE CRM tool. But as I setup HubSpot CRM with designs to move us to HubSpot Sales onc 続きを読む
返信 ディスカッション Companies CRM Deals Prospects
18 いいね！
21 コメント
aalthaus_revriv
参加者 | Elite Partner
4月 05日, 2024
I know it's been a while since the initial post here, but just in case you or anybody else in this thread is still looking for a straightforward way ...続きを読む
Anonymous 4月 28日, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
返信 アイデア Deals
361 いいね！
95 コメント
aalthaus_revriv
参加者 | Elite Partner
2月 01日, 2024
Hi all! Amanda here from the Instrumental Apps team 👋 We've built a micro-app to automatically archive records based on your own criteria that wor...続きを読む
nathanparis 5月 29日, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f 続きを読む
返信 アイデア Contacts & Companies Workflows
345 いいね！
107 コメント
aalthaus_revriv
参加者 | Elite Partner
10月 04日, 2023
Exciting news, HubSpot users! We’re thrilled to introduce Notes+ , your new sidekick in crafting crystal-clear context for your HubSpot records. ...続きを読む
cfleishman 8月 31日, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of 続きを読む
返信 アイデア Deals
1823 いいね！
559 コメント
aalthaus_revriv
参加者 | Elite Partner
9月 26日, 2023
I've been closely following the discussions around the much-requested feature of duplicating a Deal in HubSpot. I completely understand the frustrati...続きを読む
解決済み
DOuriachi 12月 20日, 2022
Import notes, emails, and more from Pipedrive to Hubspot
Hello So the question has been asked many times but I have not found a satisfactory answer so far. We have about 18K of data for reference. I tried the following : Trujay = way too expensive, I cannot spare +1000$ to migrate Import2data = s 続きを読む
返信 ディスカッション
0 いいね！
6 コメント
aalthaus_revriv
参加者 | Elite Partner
7月 26日, 2023
In case it could help anybody in the future reading through threads trying to figure out how to migrate emails and notes along with all the field dat...続きを読む
Kells100 2月 21日, 2022
Pipedrive to HubSpot Data Migration Issue
Hi Community ... Need a bit of help. We're currently trying to move a bunch of notes/history and future tasks from Pipedrive to HubSpot. {basic data we did via import and allworked fine.] We found thr thread here re: Trujay / API and so we'l 続きを読む
返信 ディスカッション
0 いいね！
13 コメント
aalthaus_revriv
参加者 | Elite Partner
7月 25日, 2023
In case it might be helpful for anybody reading through this thread trying to find the best way to migrate Pipedrive data into HubSpot: We've launc...続きを読む
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