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DBläser
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Member since ‎Jul 21, 2021
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Dirk Bläser

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Activity

DBläser
Participant
February 04, 2022
Reply to Possibility to disable automatic association to deals
It works via this setting for outgoing mail. Unfortunately not with the activities within Hubspot. Even with sequences, Hubspot grabs the latest deals...read more
DBläser
Participant
February 04, 2022
Reply to Possibility to disable automatic association to deals
Hi, we work in the B2B area and have various deals with customers. If every email, every meeting assigns the last deals, then unfortunately we have ...read more
DBläser on February 04, 2022
Activities - Assign Records - Overview
Hi, we have some sales partners and customers who have different branch offices. They differ only in the address. When assigning an activity (e.g. note or mail), differentiation is difficult. The domain is also identical. We need each branch of read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
DBläser
Participant
February 03, 2022
Reply to Aktivitäten - Datensätze zuordnen - Übersicht
Hallo @Helli , ich habe das Thema noch nicht in das Ideenforum eingestellt. Nur hier in die Community. Setze es noch ein. Danke für den Hinweis...read more
DBläser
Participant
February 01, 2022
Reply to Aktivitäten - Datensätze zuordnen - Übersicht
Hi Karsten, ich hatte auf eine andere Lösung gehofft. Den manuellen Ansatz hatte ich bedacht, aber es sind einige. Grüße Dirk
Solved
DBläser on February 01, 2022
Aktivitäten - Datensätze zuordnen - Übersicht
Hi, wir haben bei uns einige Vertriebspartner und Kunden, die verschiedene Niederlasssungen haben. Sie unterscheiden sich nur in der Adresse. Bei der Zuordnung über eine Aktivität (z.B. Notiz oder Mail) fällt die Differenzierung schwer. Die Dom read more
Reply Discussion CRM Sales Hub
1 upvote
4 Replies
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