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dave_heywood88
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Member since ‎Jan 24, 2018
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  • Upvotes Given
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Dave Heywood

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dave_heywood88 on May 27, 2020
Better view of tasks for target accounts
We currently have an excel tracker for target accounts which we run down every couple of days to ensure we're communicating, following up and focusing BD resource. One of the good things about an excel tracker is that it's fast. No moving in and read more
Reply Idea Contacts & Companies
5 upvotes
2 Replies
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
dave_heywood88
Participant
May 06, 2020
I'm wasting so much time creating tasks and following up with people for tactical nonsense. Such a waste. I'f we could force associated contacts...read more
MCS on July 31, 2018
Create personalized drag and drop email templates
I would like to be able to create my own personalized drag and drop email templates in the design manager. So instead of starting to create new drag and drop templates from scratch each time and adjusting them to the CI guidelines OR cloning te read more
Reply Idea CMS Development Tools
388 upvotes
80 Replies
dave_heywood88
Participant
October 05, 2019
Basically, if we could add a flexible content module to an email which can have drag and drop elements, custom branded, flexible templates can be eas...read more
gil100 on October 04, 2017
Custom deal weighted value for forecast
I would want to see a way to override the deal stage percentage value and give the salesperson a way to give his personal estimate/feel from the interaction with the customer. There are cases that customers will progress in the funnel as expected bu read more
Reply Idea Sales Content Sales Reporting
22 upvotes
13 Replies
dave_heywood88
Participant
September 20, 2019
I set up a new deal property called - Weighted deal value. I also have a deal field called probability of closing (which is more useful to us than ar...read more
monicaway on May 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) read more
Reply Idea Deals
412 upvotes
161 Replies
dave_heywood88
Participant
September 18, 2019
We have partnerships where we attribute to deal to their company record but there is also a need to understand the company we deliver the work for. ...read more
Solved
craigarector on October 01, 2018
How to remove padding on mobile for header and footer on responsive emails?
I have working knowledge of html and css — I'm no expert though. So please speak to me like a child! lol I'm working on an email template. I've removed all default padding in the email settings. I've turned off the padding button for images when read more
Reply Discussion
1 upvote
5 Replies
dave_heywood88
Participant
June 27, 2019
I did this and found it all worked OK until testing with Outlook iOS. The email refused to render at all until the CSS was removed.
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