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EPloehn
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Member since ‎Mar 7, 2022
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Erika Ploehn

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EPloehn on May 09, 2022
Sorting within contacts list
Why can't you sort contacts by the accociated companies column?
Reply Idea Contacts & Companies
4 upvotes
1 Reply
EPloehn on May 09, 2022
Contacts
When viewing a company, should be able to denote an associated contact as primary and have though at the top on the list on the right. Also, when viewing the list of companies, should be able to have a column of the Primary Contact AND be able to s read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
rwong on June 22, 2020
5 Handy Tips when Importing Contacts & Companies
Working with customers directly, I find that they are often daunted by importing in their data, especially if they’re new to HubSpot. As such, I want to share some useful tips I’ve compiled with the help of my teammates on how to plan smart before read more
Reply Discussion Companies Contacts
29 upvotes
26 Replies
EPloehn
Member
March 24, 2022
When setting up the import file - for a property that is a multi-checkbox, does it matter the order of the items in the import file? Meaning, if I h...read more
rwong on June 22, 2020
5 Handy Tips when Importing Contacts & Companies
Working with customers directly, I find that they are often daunted by importing in their data, especially if they’re new to HubSpot. As such, I want to share some useful tips I’ve compiled with the help of my teammates on how to plan smart before read more
Reply Discussion Companies Contacts
29 upvotes
26 Replies
EPloehn
Member
March 24, 2022
When setting up the import file - for a property that is a multi-checkbox, does it matter the order of the items in the import file? Meaning, if I h...read more
rwong on June 22, 2020
5 Handy Tips when Importing Contacts & Companies
Working with customers directly, I find that they are often daunted by importing in their data, especially if they’re new to HubSpot. As such, I want to share some useful tips I’ve compiled with the help of my teammates on how to plan smart before read more
Reply Discussion Companies Contacts
29 upvotes
26 Replies
EPloehn
Member
March 24, 2022
When setting up the import file - for a property that is a multi-checkbox, does it matter the order of the items in the import file? Meaning, if I h...read more
rwong on June 22, 2020
5 Handy Tips when Importing Contacts & Companies
Working with customers directly, I find that they are often daunted by importing in their data, especially if they’re new to HubSpot. As such, I want to share some useful tips I’ve compiled with the help of my teammates on how to plan smart before read more
Reply Discussion Companies Contacts
29 upvotes
26 Replies
EPloehn
Member
March 24, 2022
When setting up the import file - for a property that is a multi-checkbox, does it matter the order of the items in the import file? Meaning, if I h...read more
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