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Dogtag89
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Membre depuis ‎oct. 23, 2018
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  • Mentions J'aime ajoutées
    115
  • Mentions J'aime obtenues
    9
  • Idées
    1

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Activité

Juraj le Mars 02, 2023
Timeline filter in dashboard filters
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 Lire la suite
Répondre Idée Dashboards & Reports
1 Mention J'aime
1 Réponse
Dogtag89
Participant
Mars 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'...Lire la suite
Dogtag89 le Octobre 21, 2019
Logging marketing emails
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 Lire la suite
Répondre Idée Marketing Emails
7 Mentions J'aime
4 Réponses
Dogtag89
Participant
Avril 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...Lire la suite
BradleyE le Octobre 29, 2019
Workflow Membership/Enrollment Tracking
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 Lire la suite
Répondre Idée Contacts & Companies Workflows
3 Mentions J'aime
1 Réponse
Dogtag89
Participant
Février 26, 2021
Would love to see a workflow membership view for deals the same way it exists and is implemented for Contacts
Résolues
Dogtag89 le Août 21, 2020
Update primary email via form and workflow
I am aware of being able to add a secondary email or updating the primary one via the hubspot front end. I am curious how others have dealt with giving their contacts the option to update their contact details via a form - specifically for the email Lire la suite
Répondre Discussion Contacts
0 Mention J'aime
4 Réponses
Dogtag89
Participant
Août 24, 2020
I didn't know that if the cookie is present it would update he email field, i thought it would just create a new contact - but this actually makes mo...Lire la suite
Résolues
Dogtag89 le Août 21, 2020
Update primary email via form and workflow
I am aware of being able to add a secondary email or updating the primary one via the hubspot front end. I am curious how others have dealt with giving their contacts the option to update their contact details via a form - specifically for the email Lire la suite
Répondre Discussion Contacts
0 Mention J'aime
4 Réponses
Dogtag89
Participant
Août 24, 2020
I didn't know that if the cookie is present it would update he email field, i thought it would just create a new contact - but this actually makes mo...Lire la suite
blimstash le Août 20, 2020
Migrating from Streak CRM
I used Streak CRM which has boxes=deals and uses google contacts. So mostly if I have a deal it has all the deal info but no contact associated, because it's just the emails. How do I import my old data into hubspot? I can DL csv files for conta Lire la suite
Répondre Discussion Contacts Deals
0 Mention J'aime
2 Réponses
Dogtag89
Participant
Août 21, 2020
I migrated all our data from Sreak CRM to HS in Jan 2019. I initially exported the streak pipelines (and it's boxes). We had different fields accro...Lire la suite
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