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dorecchio
Colaborador | Partner nivel Platinum
Colaborador | Partner nivel Platinum
Miembro desde ‎may 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.

Actividad

dorecchio en Julio 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 Leer más
Responder Idea Sales Reporting
11 Me gusta
3 Respuestas
dorecchio en May 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 Leer más
Responder Idea Contacts & Companies Deals
4 Me gusta
1 Respuestas
dorecchio en Marzo 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 Leer más
Responder Idea Deals
0 Me gusta
0 Respuestas
YiRui_Chua en Septiembre 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 Leer más
Responder Idea Blog
3 Me gusta
2 Respuestas
dorecchio
Colaborador | Partner nivel Platinum
Septiembre 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...Leer más
Resuelta
MKainu en Enero 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 Leer más
Responder Conversación How-To Knowledge Base Professional
3 Me gusta
8 Respuestas
dorecchio
Colaborador | Partner nivel Platinum
Abril 25, 2023
Hi @Dan I added it to this post in the ideas forum .
dorecchio en Abril 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 Leer más
Responder Idea Users & Teams & Permissions
3 Me gusta
2 Respuestas
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