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ksmith87
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Member since ‎Oct 11, 2018
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Katherine Smith

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ksmith87 on August 04, 2021
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more
6 upvotes
3 Replies
Lvandy25 on February 19, 2019
There needs to be an easier way to print reports for sales and deals within HubSpot. My idea is to create a way to export a pdf performnace chart (like marketing emails) for deals and to customize those reports as well.
20 upvotes
9 Replies
Participant
August 26, 2019
Amen!! It is a huge weakness and seems like it should be a relatively easy solution. I hope this gets prioritized in the backlog.
Lvandy25 on February 19, 2019
There needs to be an easier way to print reports for sales and deals within HubSpot. My idea is to create a way to export a pdf performnace chart (like marketing emails) for deals and to customize those reports as well.
20 upvotes
9 Replies
Participant
August 26, 2019
Amen!! It is a huge weakness and seems like it should be a relatively easy solution. I hope this gets prioritized in the backlog.
Solved
ksmith87 on October 11, 2018
Hello, I've created a Facebook ad campaign with 1 ad set and 2 ads in that set. When I go to my Hubspot tracking menu though, it only shows one ad. I'm worried only one is circulating. What can I do to make sure I can see them running in parallel a read more
0 upvote
2 Replies
Participant
October 12, 2018
Thanks for verifying, Jenny.
Solved
ksmith87 on October 11, 2018
Hello, I've created a Facebook ad campaign with 1 ad set and 2 ads in that set. When I go to my Hubspot tracking menu though, it only shows one ad. I'm worried only one is circulating. What can I do to make sure I can see them running in parallel a read more
0 upvote
2 Replies
Participant
October 12, 2018
Thanks for verifying, Jenny.
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