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Stanczak
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Membro desde ‎mar 1, 2017
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simonsmith on Junho 07, 2018
Allow for private knowledge base articles
While we want most knowledge base articles to be public, there are some we want to keep private so that only our customer service representatives can view them. For example, a customer might ask a question that's sensitive, and we want to have an ar Leia mais
Responder Idéia Knowledge Base
118 avaliações positivas
31 Respostas
Stanczak
Colaborador(a)
Novembro 01, 2018
HubSpot just released membership-based permissions to control access to specific content: https://knowledge.hubspot.com/articles/kcs_article/cms-pag...Leia mais
Stanczak on Outubro 19, 2017
Delete or clear specific values from multiple checkbox property fields
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati Leia mais
Responder Idéia Contacts & Companies Deals Workflows
187 avaliações positivas
54 Respostas
Stanczak
Colaborador(a)
Outubro 15, 2018
@JoeDavies Great suggestion, Joe. Thanks for the walk-through. This could save a lot of time.
Solucionado
MRF on Julho 07, 2017
Embed Form in Blog
I was wondering if someone could help me to embed a hubspot form in my hubspot blog. Thank you in advance!
Responder Discussão COS CSS Hubl
0 avaliações positivas
11 Respostas
Stanczak
Colaborador(a)
Setembro 11, 2018
@Jsum Wonderful! That sounds like a perfect solution. Looking forward to trying this next time I have a chance to work on the blog templates.
Tnichs on Agosto 23, 2018
View Products Purchased from Contact Record
With the new eCommerce bridge, we can see the items purchased on a deal record, however, we can't from the contact record so therefore, in order to get the purchase history for a client, we have to click into every deal. I have a client who is a whol Leia mais
Responder Idéia Contacts & Companies
34 avaliações positivas
18 Respostas
Stanczak
Colaborador(a)
Agosto 23, 2018
We are struggling with a similar challenge, although coming from a different place. We have lots of historical sales data for our B2B sales, but no q...Leia mais
lsirac on Janeiro 19, 2017
Simple calculations in contact properties
Vaguely related to this: https://community.hubspot.com/t5/HubSpot-Ideas/Contract-value-calculator/idi-p/515 It would be nice to be able to do additions, substractions and multiplications in contact properties & associated workflows.
Responder Idéia Account Settings Contacts & Companies
114 avaliações positivas
33 Respostas
Stanczak
Colaborador(a)
Abril 12, 2018
Hi @jasonzagami . While you are waiting for HubSpot's response you might want to use the revenue projection features built into HubSpot's CRM. Essen...Leia mais
Solucionado
MRF on Julho 07, 2017
Embed Form in Blog
I was wondering if someone could help me to embed a hubspot form in my hubspot blog. Thank you in advance!
Responder Discussão COS CSS Hubl
0 avaliações positivas
11 Respostas
Stanczak
Colaborador(a)
Setembro 11, 2018
@Jsum Wonderful! That sounds like a perfect solution. Looking forward to trying this next time I have a chance to work on the blog templates.
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