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StefaniUAT
Key Advisor
Member since ‎Jan 18, 2019
  • solutions
    90
  • Replies
    210
  • Upvotes Given
    33
  • Upvotes Received
    327
  • Ideas
    1

Stefani Johnson

Hi all, I work for the University of Advancing Technology (uat.edu), where I'm focused on CRM admin, data quality, and process analysis and improvement. I am a full-time student as well, earning dual Masters in Cybersecurity and Technology Leadership.

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Solved
BassetE on July 19, 2020
Is there a way to add tags to companies and contacts I add into the crm. For instance here are a few ones I'd want to use for organizational purposes + B2B + B2C + Email + Blogger From here I could then just search my CRM for all companie read more
3 upvotes
4 Replies
Key Advisor
April 14, 2022 09:20
Hi @GFowler , it has been a whileeee since I created this reply. However, I think there are many issues to solve this issue, depending on use case. ...read more
tarh33l on February 28, 2022
Hey there, We've got a custom workflow where we're trying to grab the value of a field like "Original source drill-down 2" and stuff that into another property (we have some custom reporting requirements that prevent us from being able to direc read more
0 upvote
2 Replies
Key Advisor
April 14, 2022 08:46
Hi @tarh33l , Can you go more in-depth into your specific reporting limitations, maybe I can help find a workaround for your use case? There have ...read more
Solved
jkennedy93 on April 05, 2022
Is there any way to get rid of the pennies? Or reduce the size of the font?
0 upvote
2 Replies
Key Advisor
April 14, 2022 08:29
Hi @jkennedy93 , The simplest solution would be to expand your report so that nothing was overlapping. However, this does not solve the issue ...read more
Solved
KaOConnor on April 13, 2022
Hi, I have a customer that is looking to have a chat queue set up in HubSpot so that they can answer queries sequentially and have multiple agents working from the same queue. Any ideas that could help? Thanks in advance! Kayley
0 upvote
3 Replies
Guide | Platinum Partner
April 18, 2022 04:06
@KaOConnor This can be set up using HubSpot Chat and the conversations inbox. There are a few steps: 1) create your conversations inbox and add y...read more
jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
150 upvotes
62 Replies
Member
May 24, 2022 08:27
So this was in planning and then nothing? This would be beneficial. Also there are other ideas on the idea page with 3 times the upvotes than this on...read more
annis on October 22, 2021
Hi all, I'm now setting up HubSpot CRM and I'm totally stuck. I've already set up the integration between Salesforce and HubSpot and it seems to be working fine except one thing. It doesn't sync emails sent to a contact or emails that are a part read more
0 upvote
2 Replies
Key Advisor
October 28, 2021 08:06
Hi @annis , Hubspot uses two Unique Identifiers that can be used to associate while importing. The easiest would probably be the native HubSpot prop...read more
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