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GFair6
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Member since ‎Nov 8, 2023
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Glen Fair

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Activity

Simon_C on October 26, 2022
Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently read more
Participant
December 23, 2023
@Simon_C thank you for finding this solution. I skimmed these posts but wanted to confirm: this appears to require the service hub correct? I find ...read more
ADielman on July 17, 2023
Hey y'all -- My team recently ran into an interesting issue. After Hubspot Support couldn't solve it, they suggested I post it here. Essentially, we have tried as many Permissions settings as possible, yet every Hubspot user on our Portal is read more
7 upvotes
4 Replies
Participant
November 10, 2023
Agreed this needs to be updated. It's interesting how we can restrict visibility yet this section allows a work around
GFair6 on November 09, 2023
Hi! As management teams we read the daily activity logs of our teams and it shows where the post was done -- i.e. if the client's name was Mike Smith -- but not the company they are associated with. This can be a challenge when we are reading recaps read more
2 upvotes
1 Reply
Solved
GFair-Trucks on May 09, 2023
Hello! The management team likes to get a daily recap of the sales team's activities so they could offer help and watch what the staff is encountering. We have yet to find how to implement that with HubSpot. Has anyone else experienced this and can read more
0 upvote
3 Replies
Participant
November 08, 2023
Solved! We brought this up during onboarding and Alex @ OpenFlow was able to guide us. Reporting >> Analytics Tools >> Sales Ana...read more
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