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Dogtag89
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Member since ‎Oct 23, 2018
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merfin29 on March 23, 2024
I have a lot of old data in streakCRM. It's a useful way to organise my email in G suite. I can look at a deal which is usually the customer name an I can see all the email interactions. I have not used much of the other functionality. I was thi read more
0 upvote
2 Replies
Contributor
March 25, 2024
Hi @merfin29 , Depending on the business requirements and needs it may still be useful to import old deals. You may be able to create segmented li...read more
Solved
FOffice on May 27, 2022
Has anyone found a way to process a 50% deposit with Hubspot payments/Quotes?
2 upvotes
61 Replies
Contributor
September 11, 2023
Hi @SKhetan I've been following this thread for a while. back when payments was launched downpayments/deposits weren't possible so we dropped the ...read more
mbrackett on May 10, 2019
We currently use the setting where HS automatically applies a tracking UTM to all URLS in our emails. We have a promotional campaign running for which we wanted to link directly to a page inside the cart system of our website. Unfortunately the UTM read more
27 upvotes
7 Replies
Contributor
March 23, 2023
Just came across this issue as well. We are launching a referral program and want to send every member a unique referral id. It just does not seem cl...read more
Juraj on March 02, 2023
Hello, I like a new beta version of dashboard filters. Finally, I can use any property to filter the dashboard. However, I miss the option to use simple timeline filter that would be applied to all reports. The best practice from other BI tool read more
4 upvotes
2 Replies
Contributor
March 09, 2023
Totally agree with Juraj. I love the ability to have such powerful and granular filters on the dashboard level but had to leave the beta as I couldn'...read more
Dogtag89 on October 21, 2019
Currently marketing emails are not being logged under the contact record as an email but rather a marketing activity. As marketing emails allow for personalisation & smart content I think it is important for the sales and support teams to be ab read more
7 upvotes
4 Replies
Contributor
April 06, 2022
We're actually just dealing with a situation where not having transactional and marketing emails logged is causing us some issues. one of our custom...read more
BradleyE on October 29, 2019
Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it read more
Contributor
February 26, 2021
Would love to see a workflow membership view for deals the same way it exists and is implemented for Contacts
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