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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.

Aktivität

dorecchio on Juli 11, 2024
Gaps in Recurring Revenue Reporting Beta
Regarding the new beta recurring revenue reporting function I have identified a few gaps which may or may not be in the plan for the tool. 1) In addition to recurring revenue inactive date, you should have recurring revenue active date becaus Beitrag ansehen
Antworten Idee Sales Reporting
10 Likes
2 Antworten
dorecchio on Mai 17, 2024
Hubspot Mobile App should apply all defaults when creating deals, contacts
Hi All, I have a client that is adopting Sales Pro and many of their users want to be able to do many of their daily tasks using the Hubspot App. To improve usability and streamline adoption, we have set up defaults like Deal name (using Firs Beitrag ansehen
Antworten Idee Contacts & Companies Deals
4 Likes
1 Antwort
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
Gelöst
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
3 Likes
2 Antworten
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