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realizeit
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Member since ‎Oct 26, 2016
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seobrien on November 29, 2016
More efficient way to find and merge duplicate contacts
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
Reply Idea Contacts & Companies
592 upvotes
142 Replies
realizeit
Top Contributor
April 15, 2019
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
seobrien on November 29, 2016
More efficient way to find and merge duplicate contacts
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
Reply Idea Contacts & Companies
592 upvotes
142 Replies
realizeit
Top Contributor
April 15, 2019
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
Solved
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
Reply Discussion
0 upvote
1 Reply
Corinne on December 19, 2016
Sales Email Template Breakdown / Reporting
I've contacted customer service who informed me that there currently no way to see specifically who has recieved a specific template. I know we can see a breakdown of who has recieved sequences, but I believe we should be able to see a breakdown for read more
Reply Idea Sales Reporting Snippets & Templates
49 upvotes
17 Replies
realizeit
Top Contributor
June 25, 2018
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
MrWilde on March 31, 2017
Office 365 Outlook Web Access Intergration
Really want to see development start of Office 365 OWA(Outlook Web Access) intergration. I don't use outlook on the desktop and lot of my clients are switching to OWA access as well. This is a cloud based application so lets make it work in the c read more
Reply Idea Sales Email Extensions & Add-Ins
15 upvotes
4 Replies
realizeit
Top Contributor
June 08, 2018
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
michaelpowens on February 17, 2017
Ability to set default fonts and font sizes in email sent from within the CRM
There should be a way to set the default font and font size in the Email client within the CRM?
Reply Idea Contacts & Companies
154 upvotes
107 Replies
realizeit
Top Contributor
May 09, 2018
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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