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monicaway
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Member since ‎Apr 10, 2017
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ccds11 on March 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Reply Idea Contacts & Companies
478 upvotes
242 Replies
monicaway
Contributor
September 18, 2017
Thanks @nicolebrenner ! I think all the folks on this thread will be so happy to hear back from Hubspot about this! Thank you for considering our re...read more
ccds11 on March 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Reply Idea Contacts & Companies
478 upvotes
242 Replies
monicaway
Contributor
September 18, 2017
Thanks @nicolebrenner ! I think all the folks on this thread will be so happy to hear back from Hubspot about this! Thank you for considering our re...read more
Solved
monicaway on April 19, 2017
Sorting contacts by Associated Company is not working
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
Reply Discussion
32 upvotes
31 Replies
monicaway
Contributor
June 21, 2017
@Phil_Vallender - Any idea why Hubspot does not allow the CRM to sort by "Associated Company"? Seems unusual since it's possible to sort by so man...read more
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
359 upvotes
95 Replies
monicaway
Contributor
June 16, 2017
@Anonymous , I was looking for the same function. Turns out you can create a filter to view Deals in various stages (such as PAST, or whatever you ch...read more
ccds11 on March 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Reply Idea Contacts & Companies
478 upvotes
242 Replies
monicaway
Contributor
September 18, 2017
Thanks @nicolebrenner ! I think all the folks on this thread will be so happy to hear back from Hubspot about this! Thank you for considering our re...read more
monicaway on May 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) read more
Reply Idea Deals
412 upvotes
161 Replies
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