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JWhelan1
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Member since ‎May 27, 2022
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Josh Whelan

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Activity

KaraBarnes on October 13, 2021
Create associations between the same object (company to company, contact to contact, deal to deal)
Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more
Reply Idea Contacts & Companies Custom Objects Deals
178 upvotes
69 Replies
JWhelan1
Participant
November 03, 2023
@LSellers I believe this is something you can do via Custom Reports. The Association Labels are something you need to select on the data sources sc...read more
KaraBarnes on October 13, 2021
Create associations between the same object (company to company, contact to contact, deal to deal)
Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more
Reply Idea Contacts & Companies Custom Objects Deals
178 upvotes
69 Replies
JWhelan1
Participant
November 03, 2023
@LSellers I believe this is something you can do via Custom Reports. The Association Labels are something you need to select on the data sources sc...read more
dtavenues on October 21, 2020
Tracking and reporting on events and attendance
This has been asked in a variety of ways, but I wanted to start a new thread since marketing events and custom objects have been rolled out to see if there are any new thoughts. We are a school with multiple campuses and run many information eve read more
Reply Discussion best practices CRM Custom Objects Enterprise
44 upvotes
40 Replies
JWhelan1
Participant
December 01, 2022
We are also looking for ways to mark this in Hubspot. Something analagous to Activities would be great, as this would allow Contact attendance to...read more
KaraBarnes on October 13, 2021
Create associations between the same object (company to company, contact to contact, deal to deal)
Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more
Reply Idea Contacts & Companies Custom Objects Deals
178 upvotes
69 Replies
JWhelan1
Participant
November 03, 2023
@LSellers I believe this is something you can do via Custom Reports. The Association Labels are something you need to select on the data sources sc...read more
Eng on September 02, 2021
Restrict marketing activity
Hi team, Commenting on behalf of a customer here: It would be useful to be able to restrict visibility of marketing activity on a contact record, so that sales agents would not be able see marketing activity under a contact record. Res read more
Reply Idea Activity Feed
3 upvotes
2 Replies
JWhelan1
Participant
May 27, 2022
This is something my business would like to be able to restrict. Specifically it would be useful for the "Page View" activity type to be something wh...read more
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