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dorecchio
Mitwirkender/Mitwirkende | Platinum Partner
Mitwirkender/Mitwirkende | Platinum Partner
Mitglied seit ‎Mai 26, 2017
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Dave Orecchio

Business Growth Advisor Helping Business Leaders Meet Changing Buyer Demands with Inbound Sales and Inbound Marketing. Hubspot Partner.

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dorecchio on März 08, 2024
Custom Global Variables for CRM
We are onboarding a client and have the need for a global variable across all deals that we can copy the value to a deal value and then increment the global variable using a workflow. Has anyone discovered a way to have a variable that is tie Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
YiRui_Chua on September 27, 2023
Link blog's related article module to SEO topic clusters
Hey team, currently the blog_recent_posts functionality only applies to tags and authors. The alternative, topic_cluster_by_content_id, can only pull the pillar page and not other associated pages of the pillar page. As such, it doesn't seem possib Beitrag ansehen
Antworten Idee Blog
3 Likes
2 Antworten
dorecchio
Mitwirkender/Mitwirkende | Platinum Partner
September 29, 2023
This is an obvious capability. Currently the content cluster portion of the SEO tool only tells the user if their content has a live link and the per...Beitrag ansehen
jmh117 on November 30, 2020
Sales Documents in Marketing Emails
Is there a way to dynamically link to a sales document in a "marketing" email? Right now I can create the link and add it to our automated email that is part of our sales process, but I'm the one who gets the notification that someone clicked the li Beitrag ansehen
Antworten Diskussion Professional
3 Likes
5 Antworten
dorecchio
Mitwirkender/Mitwirkende | Platinum Partner
September 19, 2023
This functionality is a no-brainer and should be supported. Marketing emails are one to one and the system should be able to generate a unique link f...Beitrag ansehen
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MKainu on Januar 05, 2023
Is There a Way to Create Team Permissions?
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save Beitrag ansehen
Antworten Diskussion How-To Knowledge Base Professional
3 Likes
8 Antworten
dorecchio
Mitwirkender/Mitwirkende | Platinum Partner
April 25, 2023
Hi @Dan I added it to this post in the ideas forum .
dorecchio on April 25, 2023
Allow Enterprise Companies to connect permission sets to teams
Hi, I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them. Normally I create the permission sets and then the teams in the organization. This helps us Beitrag ansehen
Antworten Idee Users & Teams & Permissions
1 Likes
1 Antwort
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MKainu on Januar 05, 2023
Is There a Way to Create Team Permissions?
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save Beitrag ansehen
Antworten Diskussion How-To Knowledge Base Professional
3 Likes
8 Antworten
dorecchio
Mitwirkender/Mitwirkende | Platinum Partner
April 25, 2023
Hi @Dan I added it to this post in the ideas forum .
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