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FrankWL
Contributor | Diamond Partner
Member since ‎Sep 22, 2018
  • solutions
    1
  • Replies
    6
  • Upvotes Given
    17
  • Upvotes Received
    3
  • Ideas
    1

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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
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
1 upvote
3 Replies
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
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
17 upvotes
3 Replies
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
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.
56 upvotes
44 Replies
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
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
FrankWL on November 03, 2022
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
0 upvote
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UserLD on January 29, 2020
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
125 upvotes
61 Replies
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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