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jdesbiens
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Member since ‎Sep 6, 2022
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Jennie Persé Desbiens

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Activity

Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Connected Email Sales Email Extensions & Add-Ins
222 upvotes
94 Replies
jdesbiens
Participant
September 14, 2023
.
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Connected Email Sales Email Extensions & Add-Ins
222 upvotes
94 Replies
jdesbiens
Participant
September 14, 2023
.
Wibeke on July 27, 2020
multiple currencies in reports and goals
A portal could use multiple currencies, but reports and goals are only in the main currency. This makes in impossible to set goals and to se reports in one country based on the local currency.
Reply Idea Account Settings Dashboards & Reports
76 upvotes
22 Replies
jdesbiens
Participant
June 06, 2023
Just found some really nice forecast report templates that I wanted to use for our US team, but then I realized they are only in the company currency...read more
jdesbiens on April 25, 2023
Show company association in team activity timeline report
Our sales managers find the report Team activity timeline under Sales Analytics useful to supervise rep activity. However, the report doesn't show the company association, only the name of the contact the activity was logged on. Since managers d read more
Reply Idea Sales Reporting
0 upvote
0 Reply
Solved
jdesbiens on September 08, 2022
How to avoid duplicate deals by partners?
So we have deals through partners of ours that we enter, but they may in turn be trying to win the same end customer business, meaning we can have duplicate deals in the CRM, embellishing numbers. What is the best way to approach this? Should foreca read more
Reply Discussion best practices Deals
0 upvote
6 Replies
jdesbiens
Participant
September 12, 2022
Thanks Catarina, I appreciate you taking the time to review this, I'll take this solution under consideration. Best, Jennie
Solved
jdesbiens on September 08, 2022
How to avoid duplicate deals by partners?
So we have deals through partners of ours that we enter, but they may in turn be trying to win the same end customer business, meaning we can have duplicate deals in the CRM, embellishing numbers. What is the best way to approach this? Should foreca read more
Reply Discussion best practices Deals
0 upvote
6 Replies
jdesbiens
Participant
September 12, 2022
Thanks Catarina, I appreciate you taking the time to review this, I'll take this solution under consideration. Best, Jennie
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