I'm evaluating with the free version, and would like a daily digest, report, or view of all activity from the last 24 hours, or selectable period (like last 7 days) for myself and my other evaluating user. How can I get this without having to cl read more
I am trying to create a contact report, grouped by deal, like this: Deal 1 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, company Deal 2 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, com read more
Karsten, thank you for your help. I'm using the free version, it looks like issue is that Teams are available only with a paid professional or en...read more
Hello! I'm new to Hubspot, although used other CRMs a lot. Two of us are evaluating Hubspot and while I can do everything needed as an admin, my other user cannot see any records. Attached are the permissions settings for the user, can someon read more
I'm evaluating with the free version, and would like a daily digest, report, or view of all activity from the last 24 hours, or selectable period (like last 7 days) for myself and my other evaluating user. How can I get this without having to cl read more
I am trying to create a contact report, grouped by deal, like this: Deal 1 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, company Deal 2 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, com read more
Hello! I'm new to Hubspot, although used other CRMs a lot. Two of us are evaluating Hubspot and while I can do everything needed as an admin, my other user cannot see any records. Attached are the permissions settings for the user, can someon read more