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Liz O'Brien

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mbarba on Februar 24, 2022

Introduce Yourself!

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Revenue Operations Study Group! One of the best ways to learn RevOps is by implementing strategies and sharing ideas with ot Beitrag ansehen

Antworten Diskussion Revenue Operations Certification

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396 Antworten

LizO

Stratege/Strategin

Januar 16, 2023

What's your current role? Marketing Manager What industry do you currently work in? Medical Equipment Manufacturing What excites you mo...Beitrag ansehen

Suzie-Mamava on April 22, 2021

Bulk Edit multiple contact fields at once

When I get looped into a big email chain, HS auto adds those new contacts. Because they're all with the same company, I bulk edit multiple fields (state, org type, etc). Instead of doing one by one, I'd like to be able to bulk edit several fields a Beitrag ansehen

Antworten Idee Contacts & Companies

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1 Antwort

LizO

Stratege/Strategin

Januar 06, 2023

This is a great idea! I can't believe no one has given it an up vote. I would expand this to all objects and properties that can be bulk edited. ...Beitrag ansehen

AMcCarthy2 on Juni 30, 2021

Bulk Editing - Contacts

We had a company change their email format. It would be useful to have a find/replace option to change all entries in one go rather than have to edit each contact individually.

Antworten Idee Contacts & Companies

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1 Antwort

LizO

Stratege/Strategin

Januar 06, 2023

Given current functionality, I would search for the old e-mail tag (@abc.org) and export the full list. Do a find and replace in excel making sure t...Beitrag ansehen

LizO on Februar 04, 2022

Add optional text box to reports on dashboards

Does anyone else find that they build a report and either give it a supper long name or constantly click back into edit mode to understand their filters? Or maybe you are building reports for others and need to communicate your settings, what questi Beitrag ansehen

Antworten Idee Dashboards & Reports

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0 Antwort

jleow on April 21, 2020

Reverting Bulk Property Changes by Importing Historical Property Values

HubSpot makes it simple to update and maintain databases with bulk property editing and updating properties via workflows. But at the same time, it's also easy to incorrectly bulk edit records. Is it possible to revert property changes? The s Beitrag ansehen

Antworten Diskussion How To

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6 Antworten

LizO

Stratege/Strategin

September 14, 2021

@jleow I just found this guide and want to say THANK YOU! I've been opening each object record and clicking property history for years. Part 1 ...Beitrag ansehen

DBowers3 on Juni 16, 2017

Associate one contact to multiple companies

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

Antworten Idee Contacts & Companies

1219 Likes

377 Antworten

LizO

Stratege/Strategin

August 19, 2021

@Kranholm , You can already do #2. We sell to healthcare so put the Health System in 1st then all the locations where they have hospitals. We use...Beitrag ansehen

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