Profil

dperry
Contributeur | Partenaire solutions
Membre depuis ‎nov. 3, 2016
  • Solutions
    3
  • Réponses
    12
  • Mentions J'aime ajoutées
    20
  • Mentions J'aime obtenues
    14
  • Idées
    1

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

    La liste d'amis est vide

Dave Perry

L'utilisateur n'a pas encore rédigé de biographie. Vous pouvez modifier votre profil ici.

Activité

Résolues
JGray30 le Janvier 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 Mention J'aime
3 Réponses
Contributeur | Partenaire solutions
Janvier 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...Lire la suite
dperry le Novembre 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 Mention J'aime
0 Réponse
cbevan le Septembre 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 Lire la suite
26 Mentions J'aime
10 Réponses
Contributeur | Partenaire solutions
Juin 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...Lire la suite
Résolues
natashabd le Août 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 Lire la suite
0 Mention J'aime
3 Réponses
Contributeur | Partenaire solutions
Août 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...Lire la suite
Résolues
lmaura le Décembre 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 Mention J'aime
2 Réponses
Contributeur | Partenaire solutions
Décembre 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...Lire la suite
Résolues
nbatta_coquette le Novembre 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 Lire la suite
18 Mentions J'aime
10 Réponses
Contributeur | Partenaire solutions
Novembre 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...Lire la suite
Sauvegardez le contenu dans vos favoris pour accéder rapidement aux conversations les plus utiles.
Faisons connaissance ! Pour commencer, parlez-nous plus en détail de vos centres d'intérêt.

Abonnements

Entrer en contact avec d'autres membres de la communauté est le meilleur moyen d'en tirer le meilleur parti. Voici quelques personnes que vous pourriez contacter.
Badges de la communauté

Mes groupes

Rejoignez des groupes pour discuter avec des membres ayant les mêmes centres d'intérêt que vous. Découvrez les groupes les plus populaires actuellement ou
  • 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.