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MR_FPC
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Member since ‎Oct 19, 2021
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Melissa Reda

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MR_FPC on October 22, 2021
Dashboard emails to include all information in date range
I have a dashboard that I would like to mail out to the team every week. I played around with different date ranges but in the email, it always only includes the same number of meetings (max. 8 meetings). It would be good to include all meetings or read more
Reply Idea Dashboards & Reports
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MR_FPC on October 21, 2021
Company and Contact Duplicates
HubSpot will calculate company and contact duplicates every two weeks or so. We should be able to push this update ourselves as needed.
Reply Idea Contacts & Companies
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MR_FPC on October 21, 2021
Limit access to Notes, meetings, and Tasks for each brand
We currently have our two Brands in the CRM. We can currently restrict access to contact and company profiles by Users & Teams. However, if the client (company or contact profile) uses both brands you cannot limit access to Notes, Meetings, and read more
Reply Idea Users & Teams & Permissions
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