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vc16
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Member since ‎Nov 9, 2021
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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
3 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
vc16
Contributor
May 24, 2022
Reply to Workflow - Ability to Create Notes
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
vc16
Contributor
May 24, 2022
Reply to Workflow - Ability to Create Notes
Would be awesome to create a note with the linkedin URL for the associated contact when a deal is created
vc16
Contributor
May 18, 2022
Reply to Syncing Contact Info from LinkedIn SN to Hubspot CRM
Thanks @AussieDave . Which solution did your team end up going with?
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