Profile

tms0003
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎May 12, 2017
Message
  • solutions
    6
  • Replies
    13
  • Upvotes Given
    6
  • Upvotes Received
    8
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
vandhemer on June 27, 2017
Is it possible to add a default value on a contact or deal property ?
Hi everyone, I would like to know if it is feasable to add a default value on a property. Let's say that I would like to see if a contact has opt-in / opt-out something. I would like to have "False" or "No" as a default value. Thanks in a read more
Reply Discussion
0 upvote
3 Replies
tms0003
Contributor | Diamond Partner
June 30, 2017
Hi vandhemer, Doing exactly what you want isn’t really possible, but here’s a potential workaround. The only issue is that this will only work...read more
Solved
rosskelly on June 21, 2017
How to Freeze the Top Row in Contacts
Hi, Is there a way to 'freeze' the top row in the contacts panel? It's the row that has 'first name', 'email', 'telephone', etc. Everytime a scroll down it dissapears, very frustrating.
Reply Discussion
2 upvotes
2 Replies
tms0003
Contributor | Diamond Partner
June 21, 2017
Hi RossKelly, Unfortunately, I don't know of any way to lock that header row in place. It's a great idea, though, and one that you should suggest...read more
Solved
Robb on June 14, 2017
Exclude specific contacts (e.g. employees) from registering data/usage?
I think there is a way to indicate contacts who you don't want to count as page views, get notified when on site, in metrics, etc. For example, someone in our own company. Where can I find that setting? Thank you for your help!
Reply Discussion
0 upvote
12 Replies
tms0003
Contributor | Diamond Partner
June 15, 2017
Hi Robb, You're right that there's a way to do this -- and luckily it's pretty easy to do. In the Marketing side of the software, just go up t...read more
Solved
davidmooi on June 09, 2017
customize deal details in deal board
I have created a new deal field ¨next step¨ in which I mention in few words what next step is in this specific deal. Eg send out proposal, meeting next week, wait for reply, etc. I like to see this field in the deals presented in the board. Can I? read more
Reply Discussion
5 upvotes
1 Reply
tms0003
Contributor | Diamond Partner
June 09, 2017
Unfortunately, I don't believe that what you’re looking to do can’t be done in Board view for deals. (You should go and post it in the Ideas section...read more
Solved
mgadomik on June 08, 2017
How to filter companies in this manner : "Before <LastContactDate> OR <LastContactDate> is unknown"
Hi, I would need a filter which could display simultaneously the companies I contacted before a certain date, and the companies which were not contacted yet. However, when I try to filter with "last contact date", I can either display one (before read more
Reply Discussion
0 upvote
2 Replies
tms0003
Contributor | Diamond Partner
June 09, 2017
I’m assuming that you’re looking to sort by these parameters so that you can see which contacts are due to be contacted. Though you can’t stack filt...read more
Solved
lilmamalo on May 23, 2017
How do you delete a contact cvs import?
I uploaded a excel spread sheet of my contacts that I saved in cvs file type. I made changes to the excel spread sheet and want to upload the new one in place of the old one. How can I delete the already existing contacts and start over?
Reply Discussion
0 upvote
3 Replies
tms0003
Contributor | Diamond Partner
May 24, 2017
Hi @lilmamalo , You can go about this in one of 2 ways: 1.) Go up to the Contacts tab and click "Lists." Click into the list that you want to d...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.