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Solved
thetallbillyb on February 16, 2025
We are revamping how our Customer Engagement team sends monthly/quarterly meeting recap emails to company personnel who do not use HubSpot. (They currently use ConnectWise Marketing Groups to do this, but we are migrating the Engagement team from Co read more
Accepted solution
Hall of Famer | Partner
February 16, 2025 01:14
Hi @thetallbillyb , Something you could try is not inserting the note body in a Slack notification but setting the value of a custom rich text...read more
Solved
TChappell5 on January 28, 2025
We are working to move as many processes as we can into HubSpot to help with eifficiency. One of these will be our Tenant Move-In/Onboard process. From the workflow the team has given me there are A LOT of tasks with various due dates and users as read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
January 28, 2025 12:25
Hi @TChappell5 ! I believe, no matter which tool you use, it's going to be a lot of upfront setup followed by small refinements. My encouragement wo...read more
Solved
jedvinsson on October 08, 2024
Hi, I am currently trying to figure out if I can add subcategories for multicheck boxes. We would like our sales reps to add information about what IT systems our potential customers are using today, and it would be helpful to provide opti read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 08, 2024 05:12
Hi @jedvinsson , This can be approached in two ways: First selection determines values available in second selection: https://knowledge.h...read more
kvlschaefer on May 24, 2022
Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou read more
Participant
March 19, 2024 17:42
I'd like to have a checklist (with checkboxes) and/or tasks right in a playbook -- even better if we can run a report to show which boxes were checke...read more
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