Shadab_Khan

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Key Advisor | Elite Partner

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solutions
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210
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Upvotes Received
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Shadab Khan

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Solved

BaldheadBaker on October 29, 2024

Best Practices working with Government Customers - Unique Identifier + Company Associations

Hi there! My organization works with government entities at all levels (local, state, federal) and I am running into an administrative nightmare when it comes to managing duplicates and maintaining child/parent associations. This is especially tru read more

Reply Discussion Best Practices

0 upvote

2 Replies

Shadab_Khan

Key Advisor | Elite Partner

October 29, 2024

Hi @BaldheadBaker , Yeah, I think you’re definitely on the right track here! Using the website URL as a unique identifier instead of the do...read more

childsmd on August 24, 2018

Option to not assign a contact owner during first email

During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more

Reply Idea Contacts & Companies

150 upvotes

50 Replies

Shadab_Khan

Key Advisor | Elite Partner

October 29, 2024

Massive Bottleneck, Please give us a toggle to shut this off!

Solved

EmilyRivera on October 23, 2024

Deal Stages, in the context of Lead Status and Lifecycle Stages

Hi all - reformed, previous Salesforce Enterprise admin for our SaaS company here... 🙂 I was tempted to change everything to match how we did things on SFDC, but I stopped myself to try to learn first, and once I did, I understand the beauty o read more

Reply Discussion Starter

0 upvote

6 Replies

Shadab_Khan

Key Advisor | Elite Partner

October 24, 2024

Hi @EmilyRivera , I am pretty aligned with what Madison recommended, here's a resource that will help you visualize the overlap and the connec...read more

Solved

MSharpe16 on October 19, 2024

Importing New Deals & Updating Existing

I have been trying unsuccessfully to import new deals associated with existing companies, update existing deals and add new companies and deals. I have double checked to make sure that any existing deals have their Record ID included in the spreadsh read more

Reply Discussion Deals

0 upvote

4 Replies

Shadab_Khan

Key Advisor | Elite Partner

October 23, 2024

Cannot see the attachment, can you record and send a loom instead?

Solved

Nviale on October 22, 2024

REVENUE TRACKING

I need to track customer history and manage current revenue by allowing me to aggregate revenues over specific time windows using filters. These revenues are expected to be linearly distributed across a defined "competency period". This should be p read more

Reply Discussion Enterprise

0 upvote

1 Reply

Shadab_Khan

Key Advisor | Elite Partner

October 22, 2024

Hi @Nviale , It looks like you’ve got a fairly complex setup for tracking revenue, and I can see why this isn’t giving you the result you’re ...read more

Jon_Buoy on October 21, 2024

Cannot change which fields are showing in HubSpot Sales Office 365 Plugin - About This Contact

I have tried customizing the record customization for the entire account, as well as customizing the properties of the About This Contact card on just my contact view page. Nothing I do changes what the fields that I see when I go to the HubSpot Sal read more

Reply Discussion Connected Email

0 upvote

2 Replies

Shadab_Khan

Key Advisor | Elite Partner

October 22, 2024

Hi @Jon_Buoy , Try Changing the "Preview Customization" instead. That should do it! Best

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