MSavageHel

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Matt Savage

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MSavageHel

Participant

July 12, 2024

Reply to Introduce Yourself!

Hi! I'm Matt and I'm a digital marketing specialist that focuses on developing and maintaining the CRM system and processes at a city international m...read more

MSavageHel

Participant

February 16, 2024

Reply to Custom Social Reports

Jumping between differet analytics tools inside HubSpot, be it social, marketing email, forms etc. is not ideal when you want to present key informat...read more

MSavageHel on October 18, 2023

Update data between similar properties in the backend with the use of Workflows

Hei from Helsinki! We would like to be able to update information between some of our properties via a workflow, much like a copy-to automation, but in a way that only affects the properties themselves in the backend- without affecting informati read more

Reply Idea Workflows

0 upvote

0 Reply

MSavageHel

Participant

August 15, 2023

Reply to Business card scanner - required fields

Customising the scanner properties is something we would like to see as well. It would be great for our data cleanliness to allow our business adviso...read more

MSavageHel on March 21, 2023

Is it possible to organise an active or static list by company?

Hei! So a colleague of mine has asked me if it's possile to organise a list by company. There doesn't seem to be the option to organise using the arrows with the Primary or Associated Company columns like the others (see image). Am I missing read more

Reply Discussion CRM Lists

1 upvote

2 Replies

MSavageHel on July 20, 2022

Hyperlinks for presentations sent via Documents to open in new tab / window

Documents is a great tool an I'm looking forward to using it more. I just have one main niggle with it at the moment and it's that hyperlinks in presenations uploaded to Documents, open in the same window. I would much prefer to have an option t read more

Reply Idea Sales Documents

2 upvotes

1 Reply

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