Perfil

davidrevis
Colaborador(a)
Membro desde ‎mar 7, 2017
  • Soluções
    1
  • Respostas
    11
  • Avaliações positivas dadas
    131
  • Avaliações positivas recebidas
    41
  • Ideias
    1

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

David Revis

Atividade

hannahflat on Maio 06, 2021
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a Leia mais
79 avaliações positivas
33 Respostas
Colaborador(a)
Março 28, 2023
Completely agree with everyone here. The parent-child company feature is really needed but we don't use it because of the inability to merge companie...Leia mais
karinamariotti on Novembro 02, 2018
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L Leia mais
197 avaliações positivas
77 Respostas
Colaborador(a)
Março 03, 2022
Completely agree with @DCRobbie . I need to do exactly the same thing and the sales director is really unhappy at having to remember to go in and ch...Leia mais
Solucionado
GEiselt on Novembro 05, 2021
Greetings, We opted into the beta for applying association labels between objects (e.g. Decision Maker, Advocate, etc. when associating Contacts to Deals). I'm wondering if there's a way to leverage these assocation labels in reporting as a Leia mais
35 avaliações positivas
27 Respostas
Colaborador(a)
Janeiro 06, 2022
The work around would work for contacts but we are using the association labels to identify roles on a deal that are separate from the main client co...Leia mais
RobbDillon on Julho 30, 2020
the new interface automatically 'completes' a task when you save it. Can you turn this off?? Tasks aren't necessarily complete when you save. For example, if i have a prospect I am following up with, I will use notes section to track my activities Leia mais
6 avaliações positivas
12 Respostas
Colaborador(a)
Outubro 13, 2021
We are setting tasks automatically for the sales team to follow up with customers and monitoring if they have completed them (if they have actually c...Leia mais
Siddall on Junho 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Leia mais
282 avaliações positivas
170 Respostas
Colaborador(a)
Setembro 07, 2021
This has not been resolved - very disappointing
MHagood on Dezembro 30, 2020
I am having my team (Customer Experience) work with tasks in HS and we do several outreaches to the same client (i.e. 1 task for several different activities). When you log a call, make a call, send an email, the task gets automatically completed. Leia mais
15 avaliações positivas
5 Respostas
Colaborador(a)
Julho 20, 2021
I agree. We want the task to be incomplete until we have managed to make contact with the contact or have given up on them. Not just auto-complete th...Leia mais
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.