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RobertWare
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Member since ‎Jan 5, 2022
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Activity

Yunhui on June 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
Reply Idea Contacts & Companies
423 upvotes
158 Replies
RobertWare
Participant
March 07, 2022
Hi @CArvanitis , As a quick fix, I can recommend Insycle and merging based on company domain names for companies and full emails for contacts. Me...read more
claude191 on December 13, 2020
Provide facility to set "internal id" when a new stage is added to a pipeline
Hi, The pre-build stages in a pipeline have "internal id" values that are words, and make sense for coding up in an integration (e.g. via the REST API). However, when I add a new stage to a pipeline I cannot set the "internal id". An arbit read more
Reply Idea Deals
8 upvotes
4 Replies
RobertWare
Participant
March 01, 2022
Hi, I have also had this issue and it is very frustrating. Please can internal IDs for deal stages reflect the deal stage name (as they do for c...read more
Yunhui on June 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
Reply Idea Contacts & Companies
423 upvotes
158 Replies
RobertWare
Participant
March 07, 2022
Hi @CArvanitis , As a quick fix, I can recommend Insycle and merging based on company domain names for companies and full emails for contacts. Me...read more
Solved
LJP on October 28, 2020
Granular reporting for sales sequences
I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. The reporting features are currently aggregated and the only area you can access granular data on read more
Reply Discussion Contacts Lists Reports Sequences
2 upvotes
10 Replies
RobertWare
Participant
January 25, 2022
Hi. I'm looking to make a sequence-based report that tracks reach (opens, clicks, meetings enrolled etc) as well as any follow-up briefs. This can th...read more
dvlachos on May 14, 2021
Brand Colors for Hubspot reporting and dashboards
I often pull data straight from Hubspot for executive presetnations. What would make this even easier, is if I could load my color pallet into Hubspot and use it for reports and dashboards, etc... I think the ability to say load a microsoft th read more
Reply Idea Dashboards & Reports
70 upvotes
19 Replies
RobertWare
Participant
January 12, 2022
Another +1 for this. I have a BD team who like a bit of visual pizzazz, and often have to present their figures to clients. More visual options will ...read more
Lucila-Andimol on November 06, 2020
Dashboard clone to other portals
As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to a read more
Reply Idea Dashboards & Reports Partner Tools
79 upvotes
29 Replies
RobertWare
Participant
January 12, 2022
Carrying on an old thread, this would really help my company. Please give me this capability Hubspot!
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