プロフィール

Camille_Balhorn
投稿者 | Diamond Partner
投稿者 | Diamond Partner
コミュニティー参加日： ‎2 10, 2022
メッセージを送信
  • ベストアンサー数
    2
  • 件の返信
    7
  • いいね！した数
    38
  • いいね！獲得数
    24
  • ご意見・ご提案
    1

自己紹介

コミュニティーにご登録いただくか、HubSpotの無料製品をご利用いただくと、ユーザーのプロフィールが表示されるようになります。

つながり

Camille Balhorn

HubSpot Strategist at HubSpot Partner Agency, Remotish!

アクティビティ

MisterKennedy 3月 18日, 2023
Bulk updating via CSV export > modify > re-import & reconfiguring extant properties
Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th 続きを読む
返信 ディスカッション bulk upload csv
1 いいね！
3 コメント
Camille_Balhorn
投稿者 | Diamond Partner
7月 04日, 2023
Hi MisterKennedy, You've proposed a sound solution. Either editing the CSV manually or using Excel functions that perform a "contains any of" a...続きを読む
JackHoch 3月 03日, 2023
Company contacts not associated to company deal
I have a workflow that updates a contact's Lifecycle Stage and Lead Status when their company moves through our Deal Cycle. For example, say we win a deal with Company X: Company X's deal is then moved to the "Closed Won" deal stage, and all of Comp 続きを読む
返信 ディスカッション Workflows
0 いいね！
3 コメント
Camille_Balhorn
投稿者 | Diamond Partner
7月 04日, 2023
I'll also clarify--you asked for full association of Contacts and Deals, but we might not need to make it that complicated. If the main goal i...続きを読む
JackHoch 3月 03日, 2023
Company contacts not associated to company deal
I have a workflow that updates a contact's Lifecycle Stage and Lead Status when their company moves through our Deal Cycle. For example, say we win a deal with Company X: Company X's deal is then moved to the "Closed Won" deal stage, and all of Comp 続きを読む
返信 ディスカッション Workflows
0 いいね！
3 コメント
Camille_Balhorn
投稿者 | Diamond Partner
7月 04日, 2023
I'll also clarify--you asked for full association of Contacts and Deals, but we might not need to make it that complicated. If the main goal i...続きを読む
Camille_Balhorn 7月 12日, 2022
Option to apply unique filters by axis in custom reporting
New HubSpot users often start building reports based on previous knowledge. For many, this means treating HubSpot custom reporting like reporting in Excel. One functionality that has come up recently is the ability to customize how d 続きを読む
返信 アイデア Sales Reporting
12 いいね！
4 コメント
Camille_Balhorn
投稿者 | Diamond Partner
3月 21日, 2023
Thanks for the support, Lauren! I see how your use case also mimics excel, and isn't ideal to execute in HubSpot at the moment.
MMacdonald 7月 13日, 2021
Tasks created form Chrome Extension to link to contact AND company
1- every single person who works form the company level and not the contact level 2- to get an overview of what tasks are set at a company level (the same reason we associate emails to BOTH the company and the contact) 3- What value does adding th 続きを読む
返信 アイデア Tasks
12 いいね！
5 コメント
Camille_Balhorn
投稿者 | Diamond Partner
3月 15日, 2023
Yes, and--if a task on the Contact could also connect to any open Deals associated to the Contact, just like when you make a task within HubSpot!
解決済み
LBKoch 4月 04日, 2022
Validation on phone numbers
Has difficulty seeing the value of the hole new feature on the contact phone numbers, with "Phone number validation". On any contact persons, direct an mobile phone number. Has anyone found a possible solution, so not all numbers need to be manual 続きを読む
返信 ディスカッション Professional Starter
13 いいね！
16 コメント
Camille_Balhorn
投稿者 | Diamond Partner
2月 17日, 2023
Hey LBKoch, I've found success importing these en masse since you posted a year ago! Option 1: Format all phone numbers in your spreadsh...続きを読む
最新の投稿を表示する
気になるスレッドを後ですぐに見つけられるように、コンテンツをブックマークに追加しましょう。
初めに
まずはこちらから開始することをお勧めします。はじめに、ご興味をお持ちのトピックについて詳しくお聞かせください。
自己紹介をする

フォロー中

すべて閲覧
コミュニティーバッジ

マイグループ

共通の興味を持ったグループに参加して、ネットワークを構築しませんか。HubSpotで今注目のグループや。
  • 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.