Profil

NShacklock
Mitglied
Mitglied seit ‎Jul 21, 2021
Nachricht senden
  • Lösungen
    0
  • Antworten
    0
  • Likes vergeben
    1
  • Likes erhalten
    8
  • Ideenforum
    2

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Nic Shacklock

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

IW on Juli 22, 2020
Bulk delete attachments
It should be possible to delete more than one attachment at a time from a company and/or contact.
Antworten Idee Contacts & Companies
100 Likes
45 Antworten
NShacklock
Mitglied
Januar 12, 2023
Yet another reason why we're moving away from hubspot to another CRM this year. Basic features that Hubspot don't bother to implement, in fact they ...Beitrag ansehen
csweeney on November 18, 2020
Auto eliminating tasks associate with won or lost deals
For us sometimes Deals are won or lost before we can complete the Follow-Up task on our Tasks lists. It would be great if Hubspot allowed us to either: Add a column showing us what Deal Stage the Task fell under so we could quickly mark complete o Beitrag ansehen
Antworten Idee Tasks
1 Likes
2 Antworten
NShacklock
Mitglied
Mai 27, 2022
Agreed... our sales team regularly see hundreds of outstanding tasks then learn that most of them are for deals that are Lost, but the task has remai...Beitrag ansehen
NShacklock on Dezember 23, 2021
Remove "- New Deal" from new deals (or make it optional)
PLEASE remove the default "- New Deal" part of a Deal Name when creating a new deal, or at the very least make it optional or customisable. There's another TWO YEAR OLD thread with many replies to this and Hubspot haven't acknowledged it.
Antworten Idee Deals
8 Likes
5 Antworten
christourre on Dezember 29, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. Beitrag ansehen
Antworten Idee Deals
177 Likes
86 Antworten
NShacklock
Mitglied
Dezember 23, 2021
+1 from me too, it's REALLY annoying. Also, utterly pathetic that this thread is over 2 years old and Hubspot haven't even acknowledged it.
NShacklock on Juli 21, 2021
Sync owner of Deal and Contact
I want to be able to automatically sync the owner of a Deal & Contact, so that if I change the owner of a Deal, the Contact it relates to automatically changes to the new owner aswell. We are constantly moving Deals into another team member' Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
0 Antwort
Gelöst
NShacklock on Juli 21, 2021
Sync "Owner" between Contact and Deal
Hi all. Is it possible to sync the Owner of a Deal and the Contact it relates to (and vice versa?) We are constantly moving Deals into another team member's name, but they can't then edit the contact because it's still linked to the previous Beitrag ansehen
Antworten Diskussion Free
0 Likes
4 Antworten
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.