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JonAbt
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Member since ‎Feb 26, 2018
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Activity

fenstermakera on January 24, 2017
Be able to search notes in CRM (within or across contacts)
Basic CRM functionality missing. Need to do a keyword search.
Reply Idea Contacts & Companies
138 upvotes
62 Replies
JonAbt
Participant
March 28, 2018
@bkeller Great News! (: Thank you! How does it work? is there documentation? I tried a quick search on the top (dark grey) search bar and cont...read more
fenstermakera on January 24, 2017
Be able to search notes in CRM (within or across contacts)
Basic CRM functionality missing. Need to do a keyword search.
Reply Idea Contacts & Companies
138 upvotes
62 Replies
JonAbt
Participant
March 28, 2018
@bkeller Great News! (: Thank you! How does it work? is there documentation? I tried a quick search on the top (dark grey) search bar and cont...read more
Solved
MattSmi on February 06, 2017
How to import conversation histories and add/attach them to Companies' or Contacts' timelines?
Hi Guys I have a database with several contacts and companies that I would like to import into HubSpot CRM. The database also contains calls- and meeting histories I've had with clients in the past that I'd like to import and attach to Companies read more
Reply Discussion Companies Contacts
4 upvotes
12 Replies
JonAbt
Participant
March 20, 2018
Thank you @roisinkirby I did end up finding that and joining 🙂 any response as to being able to import notes directly into the timeline? or will...read more
Solved
MattSmi on February 06, 2017
How to import conversation histories and add/attach them to Companies' or Contacts' timelines?
Hi Guys I have a database with several contacts and companies that I would like to import into HubSpot CRM. The database also contains calls- and meeting histories I've had with clients in the past that I'd like to import and attach to Companies read more
Reply Discussion Companies Contacts
4 upvotes
12 Replies
JonAbt
Participant
March 20, 2018
Thank you @roisinkirby I did end up finding that and joining 🙂 any response as to being able to import notes directly into the timeline? or will...read more
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