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realizeit
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Member since ‎Oct 26, 2016
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realizeit
Top Contributor
April 15, 2019
Reply to More efficient way to find and merge duplicate contacts
Hubspot added this feature a couple months ago (starting in beta). I have Sales Professional, so it may only be available there (follow the below ins...read more
realizeit
Top Contributor
April 15, 2019
Reply to More efficient way to find and merge duplicate contacts
I've used the dedupe tool. It works, but might be clunky for those with lots to dedupe (i.e., time consuming). I wonder if it wouldn't be better for ...read more
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realizeit on September 17, 2018
Add HTML links in Templates
When I create a new Sales Template (Converstations>Templates>New Template), there are no html defaults. By this I mean "Dear Recipient." This template will be used for multiple users & I like it auto-filling their name. Right now, I have t read more
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realizeit
Top Contributor
June 25, 2018
Reply to Sales Email Template Breakdown / Reporting
Major work needs to be done to allow for better --and more detailed-- sales reports . For instance, I need to create a report that includes the fo...read more
realizeit
Top Contributor
June 08, 2018
Reply to Office 365 Outlook Web Access Intergration
Please note : the HubSpot Sales Outlook desktop add-in does not support Outlook for Mac. The above is what I found today; after using this site...read more
realizeit
Top Contributor
May 09, 2018
Reply to Ability to set default fonts and font sizes in email sent from within the CRM
This is an absolute MUST and I'm shocked HS hasn't done anything about it. As of this week (May 2018), Sales/CRM users are unable to create Defa...read more
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