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Liz O'Brien

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mbarba en Febrero 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 Leer más

Responder Conversación Revenue Operations Certification

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LizO

Colaborador líder

Enero 16, 2023

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

Suzie-Mamava en Abril 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 Leer más

Responder Idea Contacts & Companies

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LizO

Colaborador líder

Enero 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. ...Leer más

AMcCarthy2 en Junio 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.

Responder Idea Contacts & Companies

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LizO

Colaborador líder

Enero 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...Leer más

LizO en Febrero 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 Leer más

Responder Idea Dashboards & Reports

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jleow en Abril 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 Leer más

Responder Conversación How To

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LizO

Colaborador líder

Septiembre 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 ...Leer más

DBowers3 en Junio 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.

Responder Idea Contacts & Companies

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LizO

Colaborador líder

Agosto 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...Leer más

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