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RobertWare
参加者 | Elite Partner
参加者 | Elite Partner
コミュニティー参加日： ‎1 5, 2022
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アクティビティ

Yunhui 6月 24日, 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 続きを読む
返信 アイデア Contacts & Companies
474 いいね！
167 コメント
RobertWare
参加者 | Elite Partner
3月 07日, 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...続きを読む
claude191 12月 14日, 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 続きを読む
返信 アイデア Deals
15 いいね！
5 コメント
RobertWare
参加者 | Elite Partner
3月 01日, 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...続きを読む
Yunhui 6月 24日, 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 続きを読む
返信 アイデア Contacts & Companies
474 いいね！
167 コメント
RobertWare
参加者 | Elite Partner
3月 07日, 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...続きを読む
解決済み
LJP 10月 28日, 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 続きを読む
返信 ディスカッション Contacts Lists Reports Sequences
2 いいね！
10 コメント
RobertWare
参加者 | Elite Partner
1月 25日, 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...続きを読む
dvlachos 5月 14日, 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 続きを読む
返信 アイデア Dashboards & Reports
107 いいね！
34 コメント
RobertWare
参加者 | Elite Partner
1月 12日, 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 ...続きを読む
Lucila-Andimol 11月 06日, 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 続きを読む
返信 アイデア Dashboards & Reports Partner Tools
96 いいね！
36 コメント
RobertWare
参加者 | Elite Partner
1月 12日, 2022
Carrying on an old thread, this would really help my company. Please give me this capability Hubspot!
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