Perfil

dperry
Colaborador | Partner
Miembro desde ‎nov 3, 2016
  • Soluciones
    3
  • Respuestas
    12
  • Me gusta otorgados
    20
  • Me gusta recibidos
    14
  • Ideas
    1

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

    La lista de amigos está vacía

Dave Perry

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

Resuelta
JGray30 en Enero 10, 2024
Hi I waould like to add an attachment to a contact, but also push that attachment to its respective deal at the same time. Is this possible.
0 Me gusta
3 Respuestas
Colaborador | Partner
Enero 10, 2024
Hi @JGray30 , If the deal is created, you can simply click the note icon from the deal. In the pop up window you will then click the paperclip ico...Leer más
dperry en Noviembre 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 Me gusta
0 Respuestas
cbevan en Septiembre 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 Leer más
26 Me gusta
10 Respuestas
Colaborador | Partner
Junio 10, 2020
Would be helpful to revoke access to certain sales tools (ie. templates). Certain members of our sales team tend to clone and edit templates, which w...Leer más
Resuelta
natashabd en Agosto 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 Leer más
0 Me gusta
3 Respuestas
Colaborador | Partner
Agosto 20, 2018
A handful of people at our agency had the same issue. If you don't already use Google Chrome, I'd recommend trying that as it seemed to fix the issue...Leer más
Resuelta
lmaura en Diciembre 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 Me gusta
2 Respuestas
Colaborador | Partner
Diciembre 11, 2017
Are you talking about goals or a quota? A quota is made up of each users quota. This can be done by going to the Deal Forecast and setting each users...Leer más
Resuelta
nbatta_coquette en Noviembre 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 Leer más
18 Me gusta
10 Respuestas
Colaborador | Partner
Noviembre 09, 2017
I don't think it's an option as of yet. However, you can do so via a workflow if I'm not mistaken. I run into a similar issue at times when I bulk as...Leer más
Guarda tu contenido favorito para acceder rápidamente a él.
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.

Siguiendo

Conectarte con tus colegas es una de las mejores formas de aprovechar al máximo tu experiencia. Puedes comenzar con alguna de estas personas:
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.