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rdolmat
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Member since ‎Jan 15, 2017
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Richard Dolmat

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HammockWeb on April 30, 2017
Scheduled Meetings View
I have quite a few scheduled events on my calendar. it would be helpful if there was a Scheduled Meetings page. Where I could see a list or calendar view of all meetings. I can currently see these meetings on my Google Calendar, but there is a probl read more
Reply Idea Meetings
316 upvotes
110 Replies
rdolmat
Contributor
August 16, 2017
Absolutely ridiculous that a $50/mnth "CRM" has no meeting or calendar feature. Mind = boggled.
Solved
rdolmat on July 07, 2017
Different note typs in contacts please?
Hi there I realize we have a "notes" feature in the contacts page where I can jot down notes. But would it be possible to differentiate what type of note? For example, I called a client on my cell phone from the car. Now I want to record a histo read more
Reply Discussion
0 upvote
2 Replies
rdolmat
Contributor
July 08, 2017
That's awesome, thank you! "twas staring me right in the face 😄
Solved
rdolmat on July 07, 2017
Different note typs in contacts please?
Hi there I realize we have a "notes" feature in the contacts page where I can jot down notes. But would it be possible to differentiate what type of note? For example, I called a client on my cell phone from the car. Now I want to record a histo read more
Reply Discussion
0 upvote
2 Replies
rdolmat
Contributor
July 08, 2017
That's awesome, thank you! "twas staring me right in the face 😄
Solved
rdolmat on July 02, 2017
Contacts VS Leads
Hi folks I'm coming from Zoho CRM where they have specific sections for contacts and leads. It keeps leads completely separate from your general contact list so you can distiguish and filter separatetly. What's the best way to do this with Hubsp read more
Reply Discussion
1 upvote
4 Replies
rdolmat
Contributor
July 02, 2017
AH YES!! I totally forgot about the Lifecycle stage! That's perfect. Thank you! I just need to adjust my "source" to be "tradeshow" etc, set life...read more
Solved
rdolmat on July 02, 2017
Contacts VS Leads
Hi folks I'm coming from Zoho CRM where they have specific sections for contacts and leads. It keeps leads completely separate from your general contact list so you can distiguish and filter separatetly. What's the best way to do this with Hubsp read more
Reply Discussion
1 upvote
4 Replies
rdolmat
Contributor
July 02, 2017
AH YES!! I totally forgot about the Lifecycle stage! That's perfect. Thank you! I just need to adjust my "source" to be "tradeshow" etc, set life...read more
Solved
rdolmat on June 13, 2017
Bulk CREATE tasks
We should be able to select a group of contacts, and then CREATE a new task for the entire selection of contacts. ie: I come back from a conference, I have 50 new contacts. I want to bulk create a task for all 50 contacts (instead of creating a read more
Reply Discussion Contacts CRM Lists
3 upvotes
12 Replies
rdolmat
Contributor
June 16, 2017
Whahaaaaaaaaa!!!!? That's AWESOME!! Thank you thank you thank you!!!
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