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Michael_1
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Membre depuis ‎juin 19, 2019
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Yunhui le Juin 24, 2019
New feature: Bulk Merge for Duplicates
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 Lire la suite
Répondre Idée Contacts & Companies
493 Mentions J'aime
169 Réponses
Michael_1
Membre
Avril 08, 2020
Just to expand on my earlier 'contribution'. This is wasting a lot of time for me and my team. Aka costing us money. Another issue is that if I ...Lire la suite
Christiana le Octobre 11, 2017
Merge two companies with the Salesforce Sync Active
We'd like to merge two companies within HubSpot but have been told this functionality is not available as it is disabled for users who have a Salesforce integration with Hubspot . It would be great if this feature could be made available.
Répondre Idée Contacts & Companies
136 Mentions J'aime
46 Réponses
Michael_1
Membre
Avril 08, 2020
Agree with all of the above. More dross from Hubspot. I used to be a huge fan of Hubspot but the more I seem to use it, the more convinced I am ...Lire la suite
tscott le Novembre 14, 2017
Customize the Tasks Columns
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show Lire la suite
Répondre Idée Tasks
203 Mentions J'aime
93 Réponses
Michael_1
Membre
Mars 25, 2020
Come on Hubspot, it can't be that hard to fix this. Asking people to click into each and every person is ridiculous.
Yunhui le Juin 24, 2019
New feature: Bulk Merge for Duplicates
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 Lire la suite
Répondre Idée Contacts & Companies
493 Mentions J'aime
169 Réponses
Michael_1
Membre
Avril 08, 2020
Just to expand on my earlier 'contribution'. This is wasting a lot of time for me and my team. Aka costing us money. Another issue is that if I ...Lire la suite
vickyjiang le Juin 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only Lire la suite
Répondre Idée Forms Reporting Reports
255 Mentions J'aime
83 Réponses
Michael_1
Membre
Août 28, 2019
Agree with the vast majority of this thread. The lack of easy reporting on obvious things is quite staggering.
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