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DianaOliva
Contributor | Diamond Partner
Member since ‎Dec 18, 2018
  • solutions
    7
  • Replies
    13
  • Upvotes Given
    15
  • Upvotes Received
    42
  • Ideas
    3

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Diana Oliva

Inbound Consultant and Hubspot CRM & Sales Implementations specialist

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Solved
HuskyDave on April 14, 2023
I am new to Hubspot and we have a Free Account so learning the ropes without any Onboarding Support so please bear with me. I have recently (yesterday) imported New Contacts into our HubSpot Database via xls but after the event realised that I c read more
0 upvote
3 Replies
Contributor | Diamond Partner
April 14, 2023
Hi Dave, You're welcome! About the static list, make sure you are in the Lists section, (if you own the account you should have access to it)...read more
Solved
HuskyDave on April 14, 2023
I am new to Hubspot and we have a Free Account so learning the ropes without any Onboarding Support so please bear with me. I have recently (yesterday) imported New Contacts into our HubSpot Database via xls but after the event realised that I c read more
0 upvote
3 Replies
Contributor | Diamond Partner
April 14, 2023
Hi Dave, You're welcome! About the static list, make sure you are in the Lists section, (if you own the account you should have access to it)...read more
Solved
Caz-Bio on April 04, 2023
I am transitioning from SalesForce to hubspot and cannot find how to associate a company/contact to a campaign. I have recently attended a conferecne and want to import all my contacts and notes from this comference into an associated campaign. Can read more
Contributor | Diamond Partner
April 04, 2023
Hey! You can try importing your list and save it as an static List. Then go to Marketing in the navigation menu, click "Campaing" , then click th...read more
Gerrit on April 04, 2023
Hi, I want to add one of my documents to my offer template (terms and conditions). Any ideas how to do that? When I create the offer template I dont see the integration. Cheers Gerrit
0 upvote
2 Replies
Contributor | Diamond Partner
April 04, 2023
Hi Gerrit! Have you upload your document in the "Documents" section ? Go to Sales / Document and there you can upload the document. Then,...read more
DianaOliva on March 23, 2022
It's necessary for us to see in which workflows our forms are being used. We have several forms (hundreds!) that we need to audit regularly and see in which workflows are being used. We actually had to do an audit for a client and the only way wa read more
1 upvote
0 Reply
MichaelC on June 02, 2021
Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col read more
Contributor | Diamond Partner
November 10, 2021
Hi! We need this too! It is very important for us. We do Hubspot implementations for client so we are users for a specific period of time. We nee...read more
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