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SNigam
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コミュニティー参加日： ‎9 3, 2021
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Shubham Nigam

I am HubSpot expert having around 6.5 years of experience in helping HubSpot users on their implementation and setup. If needed any help in HubSpot Implementation I am always available to help everyone this is my WhatsApp number for fast communication +91-7080239646

アクティビティ

NLai 4月 19日, 2024
Import/update mass-associated companies for all deals
For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. 続きを読む
返信 ディスカッション Companies Deals
0 いいね！
1 コメント
SNigam
キーアドバイザー
4月 19日, 2024
Hi @NLai , So while importing you must have received options so first you will select - One file Multiple object Company, deal At ...続きを読む
解決済み
DNeal32 4月 18日, 2024
Creating ticket in full screen view, from any screen
We can only create a ticket and have it automatically open into full screen view in CRM > Tickets. Is there a keyboard shortcut available to create a ticket from this screen? We have high volume users who want to be able to create a ticket, 続きを読む
返信 ディスカッション Tickets
0 いいね！
5 コメント
SNigam
キーアドバイザー
4月 19日, 2024
Unfortunately those types of shortcuts are not there in hubpsot. But for creating too many tickets very fast you can use import feature so in ...続きを読む
SNigam 3月 27日, 2024
Filter based on association date
I would love to have a functionality through which i can filter based on association date. Example: If i want to filter contacts associted from one company but i have more than 10 contacts associated so i want a funcionality to filter first 1 続きを読む
返信 アイデア Contacts & Companies
0 いいね！
0 コメント
KarlMarx 12月 29日, 2023
Closing Ratio Report
Hey, I'm trying to create a report for the individual closing ratio of our salespeople as a line chart from 0-100%. I found this post in this regard but it isn't working for me. I get percentages in the thousands.
返信 ディスカッション Enterprise Reports
0 いいね！
2 コメント
SNigam
キーアドバイザー
12月 29日, 2023
Hello @KarlMarx , In this particular case I would suggest to use Goal feature of hubspot and then create goal report that will be good. ...続きを読む
解決済み
GPrasath 9月 08日, 2023
Auto assign tickets
Hi, We are still exploring HubSpot at this stage. Currently, we are trying to auto-assign tickets to users based on To: email address. For example, if the email is addressed to user1@company.com, the ticket should automatically be assigned to us 続きを読む
返信 ディスカッション Settings Tickets
0 いいね！
5 コメント
SNigam
キーアドバイザー
9月 08日, 2023
@GPrasath can you please clarify more about this "To email", Because my understanding is any conatct created in hubspot if it having email then it ...続きを読む
解決済み
KSiabi 8月 29日, 2023
Turn Off Automatic Team Filters From Dashboard/Deal/Anything View
Currently when loading hubspot it applies an automatic filter depending on the team people are in. i have removed myself from the team, however still get these filters automatically applies. how do you turn off the filter alltogether as it crea 続きを読む
返信 ディスカッション CRM
1 いいね！
8 コメント
SNigam
キーアドバイザー
8月 29日, 2023
Can you provide some screenshots. And check one more thing like you have removed yourself from primary team or the additional team. Than...続きを読む
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