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Dogtag89
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Miembro desde ‎oct 23, 2018
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merfin29 en Marzo 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 Leer más
0 Me gusta
2 Respuestas
Colaborador
Marzo 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...Leer más
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FOffice en May 27, 2022
Has anyone found a way to process a 50% deposit with Hubspot payments/Quotes?
2 Me gusta
61 Respuestas
Colaborador
Septiembre 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 ...Leer más
mbrackett en 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 Leer más
25 Me gusta
7 Respuestas
Colaborador
Marzo 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...Leer más
Juraj en Marzo 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 Leer más
4 Me gusta
2 Respuestas
Colaborador
Marzo 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'...Leer más
Dogtag89 en Octubre 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 Leer más
7 Me gusta
4 Respuestas
Colaborador
Abril 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...Leer más
BradleyE en Octubre 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 Leer más
Colaborador
Febrero 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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