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KateH
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Miembro desde ‎dic 22, 2017
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reeseh en Marzo 08, 2018
Searching customer notes
Hubspot is a great CRM, but the biggest problem I've faces is not being able to do a mass search of customer notes. If I have a customer I need to contact, I may not remember their name, but I do remember that I noted that they raise golden retrieve Leer más
Responder Idea
77 Me gusta
44 Respuestas
KateH
Colaborador
Agosto 30, 2022
This function seems to be working now! When you search in the main navivation bar the results for notes fall under Activity results. When you click...Leer más
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BigTFlyer en May 17, 2017
Adding URL to Social Media Images
We are looking to add a url link to the images that we post to our social media without having the url link in the body of the post. Is that possible? Thank you in advance!
Responder Conversación
44 Me gusta
27 Respuestas
KateH
Colaborador
Octubre 06, 2020
Hi Joe, Not sure what you mean? The image is just a png saved in our media files and dropped in. Am I missing something?
Babel_Gem en Junio 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n Leer más
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 Me gusta
91 Respuestas
KateH
Colaborador
Septiembre 15, 2020
Hi @SteveVenton In your email integration settings you can add email domains to exclude when creating contact records - that might help? Go t...Leer más
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BigTFlyer en May 17, 2017
Adding URL to Social Media Images
We are looking to add a url link to the images that we post to our social media without having the url link in the body of the post. Is that possible? Thank you in advance!
Responder Conversación
44 Me gusta
27 Respuestas
KateH
Colaborador
Octubre 06, 2020
Hi Joe, Not sure what you mean? The image is just a png saved in our media files and dropped in. Am I missing something?
mrizzo en Julio 24, 2018
Change Influenced Revenue in Campaign Analytics
According to the support team, the Influenced Revenue in Campaign Analtyics is " an imperfect metric at the moment because we include all deals associated with these contacts." This means that " any deal that is associated with any in Leer más
Responder Idea Campaigns Marketing Reporting
55 Me gusta
22 Respuestas
KateH
Colaborador
Agosto 13, 2020
@BrittanyGrace I spoke to HubSpot about this and they have changed ours so it excludes closed not won/closed lost deals now. I thought they had...Leer más
mrizzo en Julio 24, 2018
Change Influenced Revenue in Campaign Analytics
According to the support team, the Influenced Revenue in Campaign Analtyics is " an imperfect metric at the moment because we include all deals associated with these contacts." This means that " any deal that is associated with any in Leer más
Responder Idea Campaigns Marketing Reporting
55 Me gusta
22 Respuestas
KateH
Colaborador
Agosto 13, 2020
@BrittanyGrace I spoke to HubSpot about this and they have changed ours so it excludes closed not won/closed lost deals now. I thought they had...Leer más
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