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FPereira0
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Member since ‎Sep 17, 2021
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Francisco Pereira

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batkins on July 13, 2021
Public reports & dashboards
We have the need to showcase HubSpot reports / dashboards to our clients (and potentially others, who will not be authenticated to HubSpot). It appears current functionality does not allow for this (only sharing with authenticated users) & read more
Reply Idea Analytics Tools
10 upvotes
5 Replies
FPereira0
Contributor
February 07, 2022
Hi, I have the same need in my company. How could we have a public dashboard ? I don't mean sending the PDF dashboard to someone. I mean having...read more
Solved
FPereira0 on January 27, 2022
Hyperlink de produto
Penso que seria muito bom se os links (hyperlinks) que inserimos na biblioteca de produtos pudessem aparecer nos orçamentos. A ideia é que quando um cliente receba um ORÇAMENTO a partir de um novo NEGÓCIO criado no Hubspot, o cliente possa não apen read more
Reply Discussion Professional
1 upvote
4 Replies
FPereira0
Contributor
January 29, 2022
Obrigado Brenner. A solução proposta por você parece interessante quando temos um único produto no orçamento. Porém, como ficaria em meu caso, onde o...read more
Solved
FPereira0 on January 27, 2022
Hyperlink de produto
Penso que seria muito bom se os links (hyperlinks) que inserimos na biblioteca de produtos pudessem aparecer nos orçamentos. A ideia é que quando um cliente receba um ORÇAMENTO a partir de um novo NEGÓCIO criado no Hubspot, o cliente possa não apen read more
Reply Discussion Professional
1 upvote
4 Replies
FPereira0
Contributor
January 29, 2022
Obrigado Brenner. A solução proposta por você parece interessante quando temos um único produto no orçamento. Porém, como ficaria em meu caso, onde o...read more
danmoyle on June 01, 2021
An "undo import" button
I know we can create a list or use the created-on property, but it would be nice if there were a simple "undo last import" button for beginners who import a list of contacts or companies they need to redo.
Reply Idea Contacts & Companies
34 upvotes
6 Replies
FPereira0
Contributor
January 19, 2022
Hello, I agree with that suggestion and I need the same here. For example, if for some mistake we import a list of PRODUCTS, it is impossible to UND...read more
Solved
gelflex-cc on April 26, 2019
HubSpot Insights
If I am adding information into the CRM which did not appear in insights, I am hoping the information would be used for the next person. For example, if the street address for my prospect/customer HubSpot comes up as 1 First Street when we k read more
Reply Discussion
2 upvotes
17 Replies
FPereira0
Contributor
September 17, 2021
Hi everyone. Please, can you help me? I am succesfully importing data from another database (RD STATION) into Hubspot. But I need to import some data...read more
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