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SNicholls6
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Member since ‎Apr 12, 2024
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Steve Nicholls

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SNicholls6 on April 20, 2024
Hi all, I've realised that the lifecycle status is on each contact page, but how do I view all 'customers' for example, and can I create a saved view for this? Thanks
0 upvote
2 Replies
Solved
SNicholls6 on April 20, 2024
Hi, there only seems to be standard user or Super Admin? Is there no Manager level? Thanks
0 upvote
1 Reply
Solved
SNicholls6 on April 19, 2024
This may not need tagging in the HubSpot definition, but I need a way of when a proposal becomes a deal, then adding something to that relevant contact pr company to signify they are a client - I could do it in notes but could not then select a view read more
1 upvote
4 Replies
Participant
April 19, 2024
Thanks 🙂 if I'm trying to be as 'smart' as possible here, the lifecycle stages would seem to be the best way to go? So where do I go to edit lifec...read more
Solved
SNicholls6 on April 19, 2024
This may not need tagging in the HubSpot definition, but I need a way of when a proposal becomes a deal, then adding something to that relevant contact pr company to signify they are a client - I could do it in notes but could not then select a view read more
1 upvote
4 Replies
Participant
April 19, 2024
Thanks 🙂 if I'm trying to be as 'smart' as possible here, the lifecycle stages would seem to be the best way to go? So where do I go to edit lifec...read more
RRobinette on September 24, 2023
How do I uninstall Sales Tools from Outlook Desktop? All the posts and threads and instructions and whatnot I can find are about the Sales add-in, not Sales Tools.
Participant
April 12, 2024
Have the same issue (April 2024)... Did you ever get to a solution please? Thanks p.s. The 'Remove' option is greyed out otherwise it would/shoul...read more
AMatthews7 on May 18, 2023
Have tried all options in here - but the ''Remove'' option is greyed out? Any ideas? Plus, it states Admind Managed - when I am the Admin? Any ideas or thoughts would be real useful. Many thanks Anthony
0 upvote
5 Replies
Participant
April 12, 2024
Please keep me posted on this one? There's a lot I like about HubSpot but wow this should be such an easy fix.
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