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fifibonbebe
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Membre depuis ‎avr. 3, 2018
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Fia Gosling

Obsessed with tech that makes our lives easier, in a complicated relationship with the sea. Fascinated by human behaviours, proud woman in tech. #LGBT Always taking photos of other peoples dogs (not sorry).

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fifibonbebe le Septembre 13, 2018
Adding Monthly Invoices to a Company Record (Puppy Gif included)
PLEASE HELP! ADVICE NEEDED! PUPPY GIF PROVIDED. I'm a little stuck and need some wonderful advice from my Hubspot crew to help match up actual monthly revenue against company records. I am looking into work arounds, but someone must have the Lire la suite
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0 Mention J'aime
6 Réponses
fifibonbebe
Participant
Septembre 13, 2018
Excellent use of puppy GIF Frank - thank you! When I was looking into this it looked like the Zapier integration trigger only offered this off a ...Lire la suite
Résolues
fifibonbebe le Septembre 13, 2018
Adding Monthly Invoices to a Company Record (Puppy Gif included)
PLEASE HELP! ADVICE NEEDED! PUPPY GIF PROVIDED. I'm a little stuck and need some wonderful advice from my Hubspot crew to help match up actual monthly revenue against company records. I am looking into work arounds, but someone must have the Lire la suite
Répondre Discussion
0 Mention J'aime
6 Réponses
fifibonbebe
Participant
Septembre 13, 2018
Excellent use of puppy GIF Frank - thank you! When I was looking into this it looked like the Zapier integration trigger only offered this off a ...Lire la suite
AndyPitre le Avril 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor Lire la suite
Répondre Idée Tasks
97 Mentions J'aime
62 Réponses
fifibonbebe
Participant
Juillet 19, 2018
We would love this to - helps us to review and cover other peoples tasks when they go on holiday or are out for illness in the team etc.
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FionaCK le Juin 06, 2018
Best Practice recommendations to manage ex-clients
Hello, does anyone have a 'best practice' recommendation for classifying client contacts when the company becomes an ex-client? What do we do with the lifecycle stage? How do others record an ex-client in HubSpot? Appreciate any advice. thanks, Fion Lire la suite
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6 Mentions J'aime
9 Réponses
fifibonbebe
Participant
Juillet 12, 2018
Hi Phil, I have been looking into this too, within my business we offer a PAYG model with a 12 month pricing agreement and so have some legacy c...Lire la suite
CoachAaronCCR le Juillet 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Lire la suite
Répondre Idée Contacts & Companies Deals Properties
1360 Mentions J'aime
198 Réponses
fifibonbebe
Participant
Juin 28, 2018
MFJ Labs has it right on the money - I need to be able to look at deals by source so that I can easily generate revenue reports based on a custom lea...Lire la suite
vinnypoliseno le Mai 25, 2017
Admin View of All Users Meeting Links
Right now I have 24 users who are using HubSpot Sales Pro extensively the Meetings feature. It would be nice to have an Admin view to see all the Meetings that are created for my whole organization or broken into teams. To get around this I've c Lire la suite
Répondre Idée Meetings
198 Mentions J'aime
60 Réponses
fifibonbebe
Participant
Juin 28, 2018
Love this idea! I was about to post the same - really need a way that we can create set meeting types and standard meeting forms so that we can set a...Lire la suite
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