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sales
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Member since ‎May 23, 2018
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  • Upvotes Given
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Sean Mactavish

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Solved
sales on March 30, 2022
Hey all We're promoting an SDR to a sales rep and I'd like to keep their SDR activities on the SDR team and have their new activities on the sales team - this is important for our metrics. The obvious workaround is to create a new user.. but tha read more
Hall of Famer | Partner
March 30, 2022 22:00
Hi @sales , I'm not aware of a workaround that would not complicate things (such as setting up a new user account). HubSpot hasn't designed th...read more
sales on February 10, 2022
Hey team - I'd love to be able to repurpose the "Standard" views in Deals, Contacts, Companies to help our users find the important and "default" views for our business. I think this should be reserved for an admin/leader to set and limit the nu read more
3 upvotes
0 Reply
Solved
sales on December 09, 2021
Hi all, Edit - we're Saas, annual term, one product company I'm curious how you all are tracking expansion bookings when they're aligned with a renewal. We've got two funnels (new bookings and renewals) and IMO it's best for reporting to have two read more
0 upvote
8 Replies
Participant
March 22, 2022 10:45
Hi @sales thank you for the detailed notes. We have similar process - using SaaSopcitcs - but can't figure out how you recreate deals? Let's s...read more
JReynolds9 on January 26, 2022
Hi There! I've received great support previously for HubSpot queries, and now have a more unusual request as I am looking for examples of best practice for the topic mentioned in the subject header rather than a clear-cut solution. One of our com read more
0 upvote
1 Reply
Contributor
January 26, 2022 07:41
Interesting problem. More details on why the legacy pipelines were created will help the community offer more and deeper answers - here's how I'd app...read more
Solved
gmiddleswarth on January 05, 2022
While I appreciate the addition of a Sandbox account to HubSpot, I do find it rather odd that there isn't a way to copy the Contacts, Companies, and Deals from your production account to the sandbox account. I really need an exact copy of my product read more
Top Contributor | Diamond Partner
January 07, 2022 12:30
@gmiddleswarth @karstenkoehler @sales In February 2022, our HubSpot app division, Datawarehouse.io , will launch a new app for copying CRM r...read more
corrivj on January 05, 2018
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
133 upvotes
44 Replies
Participant
May 19, 2022 13:06
At a minimum - can you change the Sandbox DB to allow UIDs (Company ID, Contact ID, Deal ID) to be inserted so that we can specify the value and repl...read more
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