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Jenny26
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Member since ‎Feb 2, 2022
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  • Upvotes Given
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Jenny26 on November 13, 2024
Deal to Deal Associations in Bulk?
Hello, How can I associate all deals that are associated to the same company with each other? I want to do deals in bulk rather than one at time in each record (that would take forever). I can't figure out how to format the import file or creat read more
Reply Discussion Deals
0 upvote
2 Replies
Jenny26
Top Contributor
November 13, 2024
Thank you, Tom! I'll give that go.
Solved
Jenny26 on November 13, 2024
Deal to Deal Associations in Bulk?
Hello, How can I associate all deals that are associated to the same company with each other? I want to do deals in bulk rather than one at time in each record (that would take forever). I can't figure out how to format the import file or creat read more
Reply Discussion Deals
0 upvote
2 Replies
Jenny26
Top Contributor
November 13, 2024
Thank you, Tom! I'll give that go.
AMoritz on June 19, 2024
Merging 2 contacts When 1 is in a Sequence
Making the ability to merge 2 contacts when 1 is already in a sequence and not have to unenroll them to do so.
Reply Idea Contacts & Companies
3 upvotes
2 Replies
Jenny26
Top Contributor
November 08, 2024
Or, it would be great to be able to flag those that are in a sequence so that I can skip them when de-duplicating the contacts until the sequence was...read more
cecilia-thespot on July 25, 2024
Rejecting a Duplicate Merge from Popup
Hi all! When managing duplicates, it would be awesome to have the option to reject a duplicate marge while in the "Review" popup. You click to review the pair, and if they don't match, you must close the popup and reject them from the "main page." read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
Jenny26
Top Contributor
November 08, 2024
Love this idea!
Jenny26 on October 23, 2024
Microsoft Teams Integration: Add "call in (audio only)" options to meeting invites
Hello, Our staff uses the meetings scheduler with the Microsoft Teams integration as the location. When a meeting is scheduled, the Teams link is automatically sent. We noticed recently that Teams meetings scheduled via the HubSpot scheduler do n read more
Reply Idea Meetings
0 upvote
0 Reply
Jenny26 on September 24, 2024
more than one activity window open at a time
Hi everyone, Our customer success team makes a lot of phone calls and that means a lot of time on hold or listening to voicemails. They have asked if it's possible to have more than one create/log an activity box open at the same time (see the imag read more
Reply Idea Calling Tasks
0 upvote
0 Reply
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