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RobertWare
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Member since ‎Jan 5, 2022
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Robert Ware

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Activity

Yunhui on June 24, 2019
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
375 upvotes
144 Replies
Participant
June 29, 2022
@ianleaman It's been a couple years since your last message saying you moved it to planning, any updates for us?
claude191 on December 13, 2020
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
6 upvotes
4 Replies
Member
May 26, 2022
I had the same issue....
Yunhui on June 24, 2019
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
375 upvotes
144 Replies
Participant
June 29, 2022
@ianleaman It's been a couple years since your last message saying you moved it to planning, any updates for us?
Solved
LJP on October 28, 2020
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
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
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
34 upvotes
12 Replies
Member
June 24, 2022
+1000 Also, customisable colours thay remain consistant across sources. At the moment each chart has different colours on every channel if you ad...read more
Lucila-Andimol on November 06, 2020
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
Member | Platinum Partner
June 20, 2022
This would be a great feature!
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