DianaOliva

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投稿者 | Diamond Partner

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Diana Oliva

Inbound Consultant and Hubspot CRM & Sales Implementations specialist

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HuskyDave 4月 14日, 2023

Updating Contacts without Email Addresses

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 続きを読む

返信ディスカッション Free

0 いいね！

3 コメント

DianaOliva

投稿者 | Diamond Partner

4月 14日, 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)...続きを読む

解決済み

HuskyDave 4月 14日, 2023

Updating Contacts without Email Addresses

返信ディスカッション Free

0 いいね！

3 コメント

DianaOliva

投稿者 | Diamond Partner

4月 14日, 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)...続きを読む

解決済み

Caz-Bio 4月 04日, 2023

How to create a conference campaign and import contacts

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 続きを読む

返信ディスカッション Professional

0 いいね！

1 コメント

DianaOliva

投稿者 | Diamond Partner

4月 04日, 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...続きを読む

Gerrit 4月 04日, 2023

add documents to offers

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

返信ディスカッション Professional

0 いいね！

2 コメント

DianaOliva

投稿者 | Diamond Partner

4月 04日, 2023

Hi Gerrit! Have you upload your document in the "Documents" section ? Go to Sales / Document and there you can upload the document. Then,...続きを読む

DianaOliva 3月 23日, 2022

See en which workflows a form is being used

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 続きを読む

返信アイデア Forms

1 いいね！

0 コメント

MichaelC 6月 02日, 2021

Enable views editing by other users or teams

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 続きを読む

返信アイデア Users & Teams & Permissions

140 いいね！

42 コメント

DianaOliva

投稿者 | Diamond Partner

11月 10日, 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...続きを読む

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