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DDelaney3
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Member since ‎Feb 22, 2024
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DDelaney3
Participant
November 12, 2024
Reply to Meetings Scheduled in Outlook, attribute to the wrong user's activity metrics.
A phone call to HubSpot solved the question. Answer: The contacts were associated with the wrong company. [insert facepalm, such a simple solution w...read more
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DDelaney3 on November 12, 2024
Meetings Scheduled in Outlook, attribute to the wrong user's activity metrics.
Help! We have a new issue that just popped up. Scenerio : a user schedules a meeting with a client in Outlook and it tracks over to HubSpot Sales Hub in the company activity section. Problem : The activity used to just show up attributed to t read more
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DDelaney3
Participant
March 27, 2024
Reply to Is It Possible to Customize Summary Properties on Deal Pipeline Board?
The work around of a report helps, but does not meet the need to display an accurate picture during a Sales Call, and still be able to edit Deals on ...read more
DDelaney3
Participant
March 27, 2024
Reply to Is It Possible to Customize Summary Properties on Deal Pipeline Board?
I would also like to have the ability to customize the footer in the Deal Board view. To answer your question to the OP, I would like to be able to ...read more
DDelaney3
Participant
March 14, 2024
Reply to Change to report exporting?
I replied to the user request you suggested. I will also share my workaround with you. If you look at the Data tab in the report and make sure the pr...read more
DDelaney3
Participant
March 14, 2024
Reply to Export a list of contacts, while maintaining the order of properties
I think I found a way around this. When I want to export a report as a table (.csv or Excel), I have to look at the Data tab and make sure the proper...read more
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