When I'm updating the "Founder" field in a company's profile, it does not pull up the list of people in my database, or allow the option to add a person.
is there a way to view reports in the CRM? for example how many incoming deals we had over the past year, how many of them were closed, what were the best sources through which the deals came etc? and also can prospects be added through gmail?
I want to add columns to a pipeline view. I tried adding them as data points for a deal and then enable it as a pipeline column but it doesn't change anything in the pipeline view
I keep having my emails blocked from sending out after setting them up on auto for follow ups across various stages....tried both Gmail and Microsoft sign ins and now I think any email after 10 emails sent out of decile, has that problem even when not automated. Looking for a fix. Only message that google responds with is MESSAGE BLOCKED is to check support.google.com/mail/answer/6596 I've tried to remove links from emails and am for sure not sending out more than 50 emails (limit being 500). Any solutions?
I'm trying to enter a financing round which includes both a SAFE and warrants, but it comes up with an error that only one open round can be opened per organization.
I'm populating a company profile, specifically the Organization Details under Overview. When I enter a Referred By name, it keeps deleting the text I enter. If I enter a name that is not in my database, it also does not show the "Add Person" option that you have in other areas of Hub.
I'm adding a funding round to a deal memo, and it's showing up with a "closed" icon. The dates entered are in the future, so I'm not sure why it's showing closed.
There's a bug on the organization form, where it seems to be pulling up the table of options for source but the header of the field is "business models." Appreciate getting an update on editing the options in the source dropdown as well.
I have an existing website for my fund. On that website is a "contact us" form that founders often submit potential deals through. Is there a way to hook up my website to automatically add these deals to my dealflow pipeline?
I have an issue concerning the Chrome extension for the decile hub. Whenever I click on the decile hub extension, the application gets stuck on the loading screen. Is there any way to fix this?
When I preview my PACT landing page, my photo (which I've never changed) is now cut off -- looking very odd and unprofessional:
As you can see in the PACT Content editing page, the photo I've uploaded to be used looks correct:
Top reply:For the PACT landing page to properly display the uploaded image, it is highly recommended that the photo is 960x800 pixels (4:3 aspect ratio). Any resolution outside of these parameters may cause the image to display...For the PACT landing page to properly display the uploaded image, it is highly recommended that the photo is 960x800 pixels (4:3 aspect ratio). Any resolution outside of these parameters may cause the image to display poorly on the PACT landing page.
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I created a custom PACT, then sent myself a test email -- which is messed up:
As you can see, it lists the new/custom link at the top -- NOT where it should go! -- before the recipient's name. AND it still lists the general link in the middle (which should be deleted). In short, the custom link should REPLACE (in the same location) the general PACT link.
In Hub, I want to send a test email for a custom PACT -- but it gives this error (saying I need to add an email address - where you can clearly see, here in this screenshot, that I HAVE entered one:
- in fact, I tried adding a 2nd email but when it still gave the same error I added a 3rd email....)
In Hub, in my LP Pipeline, I've created a new email template to which I'm trying to upload 2 attachments (separately). It doesn't work, listing this "500 Internal Server Error": 47273bdc-eb04-4add-89b4-1c789c991bcb
Hello, I created a new datapoint in Hub called Engagement, and manually imported the Engagement data from Wix. When I setup the new datapoint, I checked the box to have this appear in the pipeline columns. Now that the data has been imported, I'm trying to filter my pipeline, but the engagement column is not showing up as an option, even when I click on the gear at the far right side of the table. Thanks, Eric
I have a question about dealflow pipelines. A new pipeline was created for our syndicate, but all the companies and stages match exactly the pipeline for the Fund. Does this have to be the case? The fund pipeline and the syndicate will overlap but they aren't the same.
Evnet invitation is sending automatically by itself because we cannot find sending email button in Evnet inviation. Early response would be appreciated
Random suggestion for the decile hub. Would be nice to have a separate pipeline for Institutional Investors (e.g. family offices, FoF, etc), for us we want to manage this separate from the LP pipeline (which we see mostly as individuals)
Hello, for the chrome extension that helps export LinkedIn profiles directly into decile hub. Is it possible to also add an "Assigned to". Would like to differentiate between the contacts imported by my partner vs. the ones that I have imported.
1) Since I activated "Use for email" and "sync Gmail data" I do get the message that the email was sent out "twice" (under “activity"for a certain recipient). Can you explain why? I checked, and the email was sent only once (at least in my sent folder).
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