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MRoberts8
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Member since ‎Jan 2, 2024
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Michael Roberts

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MRoberts8 on February 28, 2024
For some reason, some calls and emails from contacts are automatically getting associated with their associated, open deals and other are not getting associated and therefore not showing up in the activity field of the deal. Is there a way to en read more
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MRoberts8 on February 25, 2024
Our sales reps will input when a competitors’ renewal contract is up. I want to automate a field that is automatically 60 days prior to whatever the competitor renewal date is. Is there a way/workflow to accomplish this?
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MRoberts8 on February 22, 2024
Is there a simple way to create a property for accounts based on the date a different property got a value. Similar to how Hubspot makes timestamps as deals move deal stages.
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MRoberts8 on February 14, 2024
We have a large number of company records that need to be deduped. Specifically, they are the same company but recognized as different because they have different company domains (based on different email addresses that come through our forms). read more
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Participant
February 16, 2024
Thank you! One last question -- is there a way I can make a list in hubspot of all the companies that are duplicates? I'd like to be able to fla...read more
Solved
MRoberts8 on February 14, 2024
We have a large number of company records that need to be deduped. Specifically, they are the same company but recognized as different because they have different company domains (based on different email addresses that come through our forms). read more
0 upvote
5 Replies
Participant
February 16, 2024
Thank you! One last question -- is there a way I can make a list in hubspot of all the companies that are duplicates? I'd like to be able to fla...read more
Solved
MRoberts8 on February 14, 2024
We have a large number of company records that need to be deduped. Specifically, they are the same company but recognized as different because they have different company domains (based on different email addresses that come through our forms). read more
0 upvote
5 Replies
Participant
February 16, 2024
Thank you! One last question -- is there a way I can make a list in hubspot of all the companies that are duplicates? I'd like to be able to fla...read more
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