StefaniUAT

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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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BassetE on Julho 19, 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 Leia mais

Responder Discussão Companies

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StefaniUAT

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Abril 14, 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. ...Leia mais

tarh33l on Fevereiro 28, 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 Leia mais

Responder Discussão Workflows

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StefaniUAT

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Abril 14, 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 ...Leia mais

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jkennedy93 on Abril 05, 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?

Responder Discussão Professional

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StefaniUAT

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Abril 14, 2022

Hi @jkennedy93 , The simplest solution would be to expand your report so that nothing was overlapping. However, this does not solve the issue ...Leia mais

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KaOConnor on Abril 13, 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

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StefaniUAT

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Abril 14, 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...Leia mais

jmoss on Novembro 12, 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.

Responder Idéia Products & Quotes

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StefaniUAT

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Dezembro 07, 2021

@ethankopit Hey Ethan! Any updates on this feature?

annis on Outubro 22, 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 Leia mais

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StefaniUAT

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Outubro 28, 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...Leia mais

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