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nnikolas
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Member since ‎Mar 20, 2018
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Naomi Nikolas

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nnikolas on May 13, 2024
Using a single Playbook multiple times on the same record
We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple times. Example, let's say there's a project planning playbook where we go through a set of questions that we ask the client read more
Reply Idea Playbooks
4 upvotes
1 Reply
Solved
Rebelpay on July 13, 2021
Can I assign a deal to two users?
I have an internal team and an external team. The deals the external team get assigned to an internal rep also. When I assign them to the internal resource the external team loses visibility to their deals. I do not however want to allow the externa read more
Reply Discussion Deals
0 upvote
11 Replies
nnikolas
Contributor
January 30, 2024
How can you filter reports with this field tho? We can only filter based on the original owner field but also want to report on the 2nd ownership fie...read more
nnikolas on November 17, 2023
Forecast History Edit
Hello, Being able to edit the forecast historically is needed. We have large deals and long sales cycles; if you think a $2M deal will hit this month, but it slides once or twice, your quarterly forecast is suddenly off by $6M. We also have new read more
Reply Idea Deals Sales Reporting
0 upvote
0 Reply
Mindspan on January 29, 2021
List of contacts from list of companies
I would have thought this was basic functionality within HubSpot; however, this doesn't seem to be the case according to support. All I want to do is create an active list of contacts assocaited with an active list of companies. E.g. I have a l read more
Reply Idea Contacts & Companies
172 upvotes
36 Replies
nnikolas
Contributor
May 08, 2023
Yes! We need this. We don't use Hubspot for our pipeline, just marketing. I want to export a list of client companies from out other CRM, upload it t...read more
Prohibiting on October 22, 2020
SEQUENCES - Allowing multiple steps on the same day
Hi, I was very suprised to find out that you can't have multiple steps in a sequence on the same day. For example, I might want a LinkedIn connection request and a phone call step on the same day. Or, an auto-email being sent out and a LinkedIn read more
Reply Idea Sequences
26 upvotes
11 Replies
nnikolas
Contributor
April 05, 2021
This! I can't believe this isn't a feature. We want reps to make a call, send a LinkedIn request, and have a follow-up email send all in one day, not...read more
allyg on May 20, 2019
Bulk-editing multiple checkbox properties
When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently th read more
Reply Idea Contacts & Companies
180 upvotes
49 Replies
nnikolas
Contributor
February 03, 2021
Agreed!! Upvote x100000000 Case: We want to "tag" prospects when they express interest in a certain topic. We can do some of this through workfl...read more
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