プロフィール

StefaniUAT
キーアドバイザー
コミュニティー参加日： ‎1 18, 2019
メッセージを送信
  • ベストアンサー数
    90
  • 件の返信
    210
  • いいね！した数
    33
  • いいね！獲得数
    346
  • ご意見・ご提案
    1

自己紹介

コミュニティーにご登録いただくか、HubSpotの無料製品をご利用いただくと、ユーザーのプロフィールが表示されるようになります。

つながり

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.

アクティビティ

解決済み
BassetE 7月 19日, 2020
Adding tags to companies / contacts
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 続きを読む
返信 ディスカッション Companies
4 いいね！
5 コメント
StefaniUAT
キーアドバイザー
4月 14日, 2022
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. ...続きを読む
tarh33l 2月 28日, 2022
Getting values for system fields in workflows
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 続きを読む
返信 ディスカッション Workflows
1 いいね！
3 コメント
StefaniUAT
キーアドバイザー
4月 14日, 2022
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 ...続きを読む
解決済み
jkennedy93 4月 05日, 2022
How to show revenue in whole dollars?
Is there any way to get rid of the pennies? Or reduce the size of the font?
返信 ディスカッション Professional
2 いいね！
2 コメント
StefaniUAT
キーアドバイザー
4月 14日, 2022
Hi @jkennedy93 , The simplest solution would be to expand your report so that nothing was overlapping. However, this does not solve the issue ...続きを読む
解決済み
KaOConnor 4月 13日, 2022
Chat Queues
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
返信 ディスカッション Chat Service
0 いいね！
3 コメント
StefaniUAT
キーアドバイザー
4月 14日, 2022
Hi @KaOConnor , can you provide more detail? I am not sure if I am understanding correctly. I know Chat Queues as in the Inbox (Sales not Service fe...続きを読む
jmoss 11月 12日, 2019
Using workflows to autocreate quotes
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.
返信 アイデア Products & Quotes
341 いいね！
117 コメント
StefaniUAT
キーアドバイザー
12月 07日, 2021
@ethankopit Hey Ethan! Any updates on this feature?
annis 10月 22日, 2021
Importing sent emails tracked by Salesforce to HubSpot
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 続きを読む
返信 ディスカッション Professional
0 いいね！
2 コメント
StefaniUAT
キーアドバイザー
10月 28日, 2021
Hi @annis , Hubspot uses two Unique Identifiers that can be used to associate while importing. The easiest would probably be the native HubSpot prop...続きを読む
最新の投稿を表示する
気になるスレッドを後ですぐに見つけられるように、コンテンツをブックマークに追加しましょう。
初めに
まずはこちらから開始することをお勧めします。はじめに、ご興味をお持ちのトピックについて詳しくお聞かせください。
自己紹介をする

フォロー中

すべて閲覧
コミュニティーバッジ

マイグループ

StefaniUATに対するグループハブ
すべて表示