Profil

RobertWare
Participant | Partenaire solutions Elite
Membre depuis ‎janv. 5, 2022
  • Solutions
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  • Réponses
    1
  • Mentions J'aime ajoutées
    4
  • Mentions J'aime obtenues
    1
  • Idées
    0

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Activité

Yunhui le Juin 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 Lire la suite
471 Mentions J'aime
167 Réponses
Participant | Partenaire solutions Elite
Mars 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...Lire la suite
claude191 le Décembre 14, 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 Lire la suite
15 Mentions J'aime
5 Réponses
Participant | Partenaire solutions Elite
Mars 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...Lire la suite
Yunhui le Juin 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 Lire la suite
471 Mentions J'aime
167 Réponses
Participant | Partenaire solutions Elite
Mars 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...Lire la suite
Résolues
LJP le Octobre 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 Lire la suite
2 Mentions J'aime
10 Réponses
Participant | Partenaire solutions Elite
Janvier 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...Lire la suite
dvlachos le Mai 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 Lire la suite
106 Mentions J'aime
33 Réponses
Participant | Partenaire solutions Elite
Janvier 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 ...Lire la suite
Lucila-Andimol le Novembre 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 Lire la suite
94 Mentions J'aime
34 Réponses
Participant | Partenaire solutions Elite
Janvier 12, 2022
Carrying on an old thread, this would really help my company. Please give me this capability Hubspot!
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