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Carla
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Member since ‎Jan 29, 2018
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Carla Kowanda

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arlogilbert on November 10, 2021
Association Label Requirements (and Association Requirements)
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
Reply Idea Deals
40 upvotes
12 Replies
Carla
Contributor
September 21, 2022
Has there been any progress concering this feature of making it a requirement to associate a contact whenever a deal is created?
Carla on October 19, 2021
Count number of Customers over time
Hey guys 🙂 I am trying to keep track of the number of customers we have. Each company who's a paying customer has got the respective role assigned (in our case "member"). I would like to see how many "members" we had each month but I can't find read more
Reply Discussion Professional
0 upvote
5 Replies
Carla
Contributor
October 20, 2021
Ah, but if I get it correctly I can only count it via a contact property, right?
Carla on October 19, 2021
Count number of Customers over time
Hey guys 🙂 I am trying to keep track of the number of customers we have. Each company who's a paying customer has got the respective role assigned (in our case "member"). I would like to see how many "members" we had each month but I can't find read more
Reply Discussion Professional
0 upvote
5 Replies
Carla
Contributor
October 20, 2021
Ah, but if I get it correctly I can only count it via a contact property, right?
Carla on October 19, 2021
Count number of Customers over time
Hey guys 🙂 I am trying to keep track of the number of customers we have. Each company who's a paying customer has got the respective role assigned (in our case "member"). I would like to see how many "members" we had each month but I can't find read more
Reply Discussion Professional
0 upvote
5 Replies
Carla
Contributor
October 20, 2021
Ah, but if I get it correctly I can only count it via a contact property, right?
Steph2304 on September 09, 2019
Filtering out internal events/meetings
Hi, I have just learnt that meetings are 100% synchronized with Google Calendar, without the ability to filter out the internal ones or correct the activity manually afterwards. From my perspective, this pretty much makes the "Meeting" goal read more
Reply Idea Meetings
43 upvotes
21 Replies
Carla
Contributor
July 16, 2021
Same! We would very much need this! Hoping for Hubspot to implement this feature 🙂
Solved
Carla on February 19, 2019
Employee does not get assigned to company
Dear Community, we use the G-Suite E-Mail integration. So, when one of us employees writes an e-mail to a person who is not yet in hubspot, the contact is created automatically in hubspot and the respective employee gets assigned as the owner. read more
Reply Discussion
0 upvote
5 Replies
Carla
Contributor
February 19, 2019
No problem. We've already filled in the owner for previously created companies 👍🏽
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