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dperry
Contributor | Partner
Member since ‎Nov 3, 2016
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    11
  • Upvotes Given
    19
  • Upvotes Received
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Dave Perry

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Activity

dperry on November 04, 2020
We move contacts often and one of the challenges we're faced with is ensuring any open deal follows suit. It would be very helpful if there was an easy way to have these deals move to the new contact owner.
0 upvote
0 Reply
cbevan on September 10, 2019
I think this is fairly common for most companies. When we upload an official document or create an email template, it has been QAed by company information. While we let people edit the templates as they send them, we don't want them adding their ow read more
19 upvotes
9 Replies
HubSpot Employee
September 23, 2021 18:52
Being able to customise template sharing permissions to only allow viewing and sending while restricting editing is essential for my customer's daily...read more
Solved
natashabd on August 17, 2018
Currently having an issue with one of my CRM users not being able to load the Contacts or Companies page. When they tried in IE, it loaded fine. I also use the CRM in Firefox and am having no issues loading those pages. We restarted the browser, cle read more
0 upvote
3 Replies
Participant
August 23, 2018 13:31
Thanks! I don't think it was installed on that computer but we'll keep that in mind if the problem continues.
Solved
lmaura on December 08, 2017
Good morning, I am trying Hubspot for my company and everything it's great but i want to know how do i create sales goals? Thank you. BR
0 upvote
2 Replies
Participant
December 11, 2017 14:44
Hi Imaura, I suppose you're trying to define a monthly sales quota? If that's the case, here's a quick article from Hubspot with screenshots on h...read more
Solved
nbatta_coquette on November 08, 2017
Hi Community, Trust all is well. I need to know if there is an option where I as an admin can disable 'delete' option on deals from my team's accounts. Basically, I want my team to close the deal (won or lost) rsther than deleting these. Any he read more
18 upvotes
10 Replies
Hall of Famer | Partner
June 07, 2021 23:43
Hi @nbatta_coquette , hi everyone, HubSpot recently introduced a new set of permissions specifically for this. Admins can now create delete...read more
Solved
nbatta_coquette on November 08, 2017
Hi Community, Trust all is well. I need to know if there is an option where I as an admin can disable 'delete' option on deals from my team's accounts. Basically, I want my team to close the deal (won or lost) rsther than deleting these. Any he read more
18 upvotes
10 Replies
Hall of Famer | Partner
June 07, 2021 23:43
Hi @nbatta_coquette , hi everyone, HubSpot recently introduced a new set of permissions specifically for this. Admins can now create delete...read more
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