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JJeffery
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Member since ‎Oct 26, 2023
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Joe Jeffery

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Activity

BrianSkov_WUD on July 30, 2021
We are seriously missing a very basic report in the HubSpot dashboard. We need to see the success rate of a pipeline. % conversion to WON You have all the numbers at hand for one or multiple pipelines. W = All deals in WON stages L = All read more
127 upvotes
19 Replies
Participant
September 25, 2024
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auto-mate on September 05, 2023
Hi, in Objects > Companies there is the setting “Create and associate companies with contacts”. We have multi-national, multi-site customers and so we might have several different company records – sometimes with the same domain e.g. gsk.com read more
Participant
September 02, 2024
Associated Primary Company Issue with Corporates Having Multiple Branches Globally Hey all! Having an issue on similar lines with a client. Th...read more
Solved
JJeffery on August 30, 2024
Hey all! Having an issue on similar lines with a client. They work in the tourism industry and will have many companies with the same domain, but often these companies operate differently and they do not want them to be associated automatically. (I read more
0 upvote
1 Reply
JBudd on September 23, 2021
When we enter the name of a company in HubSpot, we use upper and/or lowercase letters, as per the client's details. For example: If a company uses "VISA" in their documentation, rather than "Visa", then we enter "VISA". Unfortunately, when creati read more
92 upvotes
30 Replies
Participant
August 22, 2024
Had another request for this again!! Lets get those upvotes in guys
ABoswell7 on July 05, 2023
Please let us backspace the signature. Or hit a little "X" to remove it when we want. I know HubSpot could easily add this feature, and I see this requested continually since 2019. I realize the work-around is to click to edit the signature wi read more
9 upvotes
6 Replies
Participant
July 29, 2024
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