Profil

PJMcD
Participant
Membre depuis ‎janv. 29, 2019
  • Solutions
    0
  • Réponses
    2
  • Mentions J'aime ajoutées
    6
  • Mentions J'aime obtenues
    1
  • Idées
    1

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PJ McDermott

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Activité

Résolues
PJMcD le Janvier 10, 2024
Looking for a solution for this in Deals: Working with an investment group and need to track individual investor stages within each deal. aka, I need to know where each contact is, on each deal they are associated with. Because each investor will b Lire la suite
0 Mention J'aime
3 Réponses
Participant
Janvier 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...Lire la suite
Résolues
PJMcD le Janvier 10, 2024
Looking for a solution for this in Deals: Working with an investment group and need to track individual investor stages within each deal. aka, I need to know where each contact is, on each deal they are associated with. Because each investor will b Lire la suite
0 Mention J'aime
3 Réponses
Participant
Janvier 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...Lire la suite
PJMcD le Mars 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat Lire la suite
0 Mention J'aime
3 Réponses
Participant
Mars 27, 2023
Hi Diana, Thank you for responding. Yeah, I know how to import - I was hoping someone would be able to recommend an integration that DOES sync Notes ...Lire la suite
PJMcD le Mars 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat Lire la suite
0 Mention J'aime
3 Réponses
Participant
Mars 27, 2023
Hi Diana, Thank you for responding. Yeah, I know how to import - I was hoping someone would be able to recommend an integration that DOES sync Notes ...Lire la suite
PJMcD le Février 08, 2023
My client wants to switch from Freshsales to HubSpot. Would it work to sync with Freshsales Suite Integration and then turn the sync off? Or do I need to manually export from Freshsales and import into HubSpot?? Or is there a better sol Lire la suite
0 Mention J'aime
1 Réponse
PJMcD le Juillet 19, 2022
It would be so great if we could build lists and/or report on Twitter mentions.  
0 Mention J'aime
0 Réponse
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