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warrendavey
Top Contributor | Diamond Partner
Member since ‎Jan 24, 2019
  • solutions
    54
  • Replies
    141
  • Upvotes Given
    84
  • Upvotes Received
    208
  • Ideas
    2

Davey Warren

HubSpot CRM Expert helping businesses achieve operational success in their CRM.

Activity

Yunhui on June 24, 2019
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
366 upvotes
140 Replies
AI5
Member
May 18, 2022 09:47
Hello! It looks like the request is long overdue . Any updates from HubSpot Team?
Solved
TMcGinnis2 on April 21, 2022
When a customer marks a feedback survey low and they click a link to provide feedback, this feedback gets emailed back to you. I want to add a token to the feedback portion so I can click a link to view the ticket. Currently I cannot add any tokens read more
0 upvote
2 Replies
Top Contributor | Diamond Partner
April 25, 2022 10:34
@TMcGinnis2 - Since the coding of the feedback page is not controllable yet this is not available at this time I believe.
Solved
AlexGurovich on September 17, 2019
Hi, I'm new to Hubspot. The Top Navigation Menu has the header level options "Contacts", "Conversations", "Marketing", "Sales", "Service", "Automation" and "Reports". I want to: 1. Remove some of them 2. Position the remaining ones differently read more
Top Contributor | Diamond Partner
April 01, 2022 09:36
You can add this functionality now for part of what you want. You can now change your HubSpot Navigation with our Chrome extension: https://...read more
Dylan on September 01, 2020
Custom objects are a key part of our business and should be accessible for all users in the main HubSpot navigation
82 upvotes
23 Replies
Participant
May 02, 2022 07:11
C Goodwin Olsen, This is the exact thing we are looking for. The custom object users only need to view the custom object records. We are also mis...read more
warrendavey on March 14, 2022
A couple of ways to accomplish this without the "Company" being required- Possible solutions: First Option, Create deals from "contact" or "company" records directly. This automatically associates the company to the deal when you are creating read more
2 upvotes
1 Reply
Community Manager
April 11, 2022 05:39
Hi @warrendavey Thank you for sharing this workaround with the community I also want to share this idea in the Ideas Forum for anyo...read more
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
276 upvotes
168 Replies
Member
March 03, 2022 12:21
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
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