SNigam

O JavaScript deve estar instalado e ativado para usar estes fóruns. Seu navegador parece ter o JavaScript desativado ou não oferece suporte a JavaScript. Consulte o arquivo de ajuda de seu navegador para saber como ativar o JavaScript.

(He/him)

Conselheiro(a) de destaque

Membro desde

Enviar mensagem

Soluções
78
Respostas
237
Avaliações positivas dadas
248
Avaliações positivas recebidas
398
Ideias
4

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

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

Atividade

NLai on Abril 19, 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. Leia mais

Responder Discussão Companies Deals

0 avaliações positivas

1 Respostas

SNigam

Conselheiro(a) de destaque

Abril 19, 2024

Hi @NLai , So while importing you must have received options so first you will select - One file Multiple object Company, deal At ...Leia mais

DNeal32 on Abril 18, 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, Leia mais

Responder Discussão Tickets

0 avaliações positivas

3 Respostas

SNigam

Conselheiro(a) de destaque

Abril 19, 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 ...Leia mais

SNigam on Março 27, 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 Leia mais

Responder Idéia Contacts & Companies

0 avaliações positivas

0 Respostas

KarlMarx on Dezembro 29, 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.

Responder Discussão Enterprise Reports

0 avaliações positivas

2 Respostas

SNigam

Conselheiro(a) de destaque

Dezembro 29, 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. ...Leia mais

Solucionado

GPrasath on Setembro 08, 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 Leia mais

Responder Discussão Settings Tickets

0 avaliações positivas

5 Respostas

SNigam

Conselheiro(a) de destaque

Setembro 08, 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 ...Leia mais

Solucionado

KSiabi on Agosto 29, 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 Leia mais

Responder Discussão CRM

1 avaliações positivas

8 Respostas

SNigam

Conselheiro(a) de destaque

Agosto 29, 2023

Can you provide some screenshots. And check one more thing like you have removed yourself from primary team or the additional team. Than...Leia mais

Ver posts mais recentes