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vc16
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Member since ‎Nov 9, 2021
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  • Upvotes Received
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vc16 on May 27, 2022
Report on previous owner
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
Reply Idea Contacts & Companies Deals Sales Reporting
2 upvotes
0 Reply
Solved
vc16 on May 27, 2022
Report on previous owner
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
Reply Discussion Contacts Deals Enterprise
1 upvote
2 Replies
Solved
vc16 on May 24, 2022
Displaying custom contact properties in the deal view
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
Reply Discussion Contacts Deals Enterprise
1 upvote
1 Reply
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
918 upvotes
304 Replies
vc16
Participant
May 24, 2022
Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Seems so bizarre that we...read more
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
918 upvotes
304 Replies
vc16
Participant
May 24, 2022
Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Seems so bizarre that we...read more
Solved
CJ on June 22, 2017
Syncing Contact Info from LinkedIn SN to Hubspot CRM
Hello Hubspot Community - 1. With the new LinkedIn Sales Navigator integration, can I import my "LinkedIn contacts" contact info into my Hubspot CRM? 2. What about LinkedIn lead contact info, can I import that contact info into my Hubspot CRM? L read more
Reply Discussion
12 upvotes
37 Replies
vc16
Participant
May 18, 2022
Thanks @AussieDave . Which solution did your team end up going with?
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