FrankWL

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Contributor | Diamond Partner

Member since

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solutions
1
Replies
6
Upvotes Given
17
Upvotes Received
3
Ideas
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SimonS

Frank Welsch-Lehmann

We are passionate about helping sales teams use technology to their advantage in the modern era, where customers have become more accustomed and skilled at using these tools themselves.

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Solved

DoreenHoernig on March 03, 2022

Schnittstelle SevDesk

Hallo zusammen, ich bin ganz neu hier und bitte um entschuldigung, falls ich einen Fehler mache. Weißt mich jedoch gern darauf hin. Nun zu meiner Frage. Gibt es die Möglichkeit Hubspot mit SevDesk zu verknüpfen? Im Marktplace habe ich d read more

Reply Discussion Integrationen

1 upvote

3 Replies

FrankWL

Contributor | Diamond Partner

September 29, 2023

Hallo @DoreenHoernig , scheinbar ist SevDesk selbst dabei, etwas zu entwickeln. Denn ich bin bereits mehrfach nach meinen Anforderungen gefragt wor...read more

Ina on September 16, 2020

Add filter to Duplicate Tool

We would really love to have a filtering option for duplicates management. For ex, we could filter 2-3 company owners and check all the duplicates they have in common. We sometimes run in this issue with several reps working on the same account, as read more

Reply Idea Contacts & Companies

17 upvotes

3 Replies

FrankWL

Contributor | Diamond Partner

April 11, 2023

We are running multiple business units and need to filter by bus unit to only work on duplicates from the B2C bus unit. All the rest needs to remain ...read more

LukeAtAkitaBox on September 04, 2019

Changing names of Attached Files.

It would be helpful if attachments could be renamed once uploaded. This helps if there is an addendum or renewal to a contract and previous contracts need to have a more specific name.

Reply Idea File Manager

56 upvotes

44 Replies

FrankWL

Contributor | Diamond Partner

March 14, 2023

Attachments are a vital component in many conversations with clients. But often the names are not very practical, like contract_final_draft_ver1_fina...read more

Solved

FrankWL on December 05, 2022

Hide and show content based on the visitor's cookie consent

How can I show content (e.g. a message) when a visitor has NOT given the appropriate cookie consent? We are using the HubSpot Cookie manager. When loading the page https://www.taipanconsulting.de/wie-viel-wird-mich-hubspot-kosten (password read more

Reply Discussion Admin Free GDPR How-To Website Pages Workaround

0 upvote

2 Replies

FrankWL on November 03, 2022

Sales target report per Team

It's great that we can set sales targets as a quota for an entire team. (Settings | Tracking&Analytics | Goals) However, there is no possibility to add the team-sales-quota to any report. Only sales-quota per person can be seen in any quot read more

Reply Idea Sales Reporting

0 upvote

0 Reply

UserLD on January 29, 2020

Auto-Save on Notes

It would be great to have the capability to auto-save notes. I have lost some intel due to glitches in not being to save the note. Latest example was a note I took in a tab that sat for two days. When I went back to that tab I realized the note wa read more

Reply Idea Contacts & Companies

125 upvotes

61 Replies

FrankWL

Contributor | Diamond Partner

October 24, 2022

Yes, that happened to me a few times and I very much appreciate the idea of the same autosave behavior as we enjoy in other parts of HubSpot.

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