FinnJohannsen

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Finn Johannsen

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FinnJohannsen on April 11, 2024

Use same object reports in contact overview

Records can display reports cards, but only records from another object that are associated. We have created the fields "Sales 2019", "Sales 2020", "Sales 2021" ... in the company and want to have a graphical view in the same object, which we wa read more

Reply Idea Contacts & Companies Dashboards & Reports

1 upvote

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FinnJohannsen

Participant

March 07, 2024

Reply to Customise 1:1 email font

Hey, I'm Finn from CRM Solutions GmbH. We are process optimizers in the CRM area. We almost exclusively use Calibri for our emails, just lik...read more

FinnJohannsen

Participant

August 23, 2023

Reply to Add email to CRM record button

When logging incoming mails, the associated deals are not displayed. had a contact associated with a deal but the deal didn´t show up. In addition,...read more

FinnJohannsen

Participant

August 18, 2023

Reply to Selecting which attachments will get added to HubSpot when logging an email

When logging attachments, the file types are also stored. Based on the signatures, the images are also filed accordingly. This quickly becomes confus...read more

FinnJohannsen

Participant

July 25, 2023

Reply to Hide Objects

Not every person should be allowed to see all objects. Like Custom Objects.

FinnJohannsen on January 03, 2023

Deny simultaneous editing

At the moment, if two people are suddenly working on an email, only one that has been edited is taken. It would be nicer if you could see or receive a message (like popup window) that someone is currently editing the e-mail, landing page etc. This e read more

Reply Idea Marketing Emails Website & Landing Page Editor

3 upvotes

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