Profile

kurtw14
Participant
Member since ‎Oct 11, 2017
Message
  • solutions
    0
  • Replies
    5
  • Upvotes Given
    4
  • Upvotes Received
    64
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Kurt Wassmer

This user hasn't created a bio yet. Edit your own profile here!

Activity

kurtw14 on September 26, 2019
Tracking closed deals in Adwords as conversions via gclid variable
Hello, We currently have HubspotMarketing professional with the Ads add-on. Our business is quote based and we'd like to signal to Adwords which deals are converting into closed deals to improve our Adwords traffic. Step 1 (completed) - Get read more
Reply Discussion Deals
2 upvotes
1 Reply
kurtw14 on June 28, 2019
Set primary contact on deal based workflows for emails
In deal based workflows, if you trigger an email it goes to every contact on that deal. This is not ideal and sends the same email to several people at the same company. It would be extremely helpful if you could set one primary contact (default to read more
Reply Idea Workflows
16 upvotes
1 Reply
Solved
Kimberly on October 30, 2017
Workflows for deals
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being assigned. I would love to be able to set workflows read more
Reply Discussion
12 upvotes
13 Replies
kurtw14
Participant
September 04, 2018
Thanks for the heads up. Still waiting on Hubspot to bring Deal workflows up to parity with Contract workflows. For example, currently, there is no b...read more
Solved
TommyB on June 07, 2018
Managing the availability of team members on live chat
I am overall responsible for managing our live chat. With the new chat, is there a way for me as an admin to view which users are online currently, and change a user's status to away/online? For example when someone forgets to switch to offline befo read more
Reply Discussion
74 upvotes
48 Replies
kurtw14
Participant
June 11, 2018
Tommy, FYI while my note referred to toggling availability automatically based on chat being opened in your browser... you can set availability b...read more
Solved
TommyB on June 07, 2018
Managing the availability of team members on live chat
I am overall responsible for managing our live chat. With the new chat, is there a way for me as an admin to view which users are online currently, and change a user's status to away/online? For example when someone forgets to switch to offline befo read more
Reply Discussion
74 upvotes
48 Replies
kurtw14
Participant
June 11, 2018
Tommy, FYI while my note referred to toggling availability automatically based on chat being opened in your browser... you can set availability b...read more
Solved
Michael_P on July 13, 2017
Can i make a quote in HubSpot?
Hello all, simple question: Can I create a quote direct in HubSPot? eg. Implemtaion of campaign: 2 hours - a 100 € - 200 € (total) Ongoing support: 1 hour - a 100 € - 100 € (monthly) I didn't find anything my read more
Reply Discussion
1 upvote
3 Replies
kurtw14
Participant
May 14, 2018
I use PandDoc for quickly creating quotes. It's integrated into Hubspot and I find it to be a great tool. https://www.hubspot.com/integrations/panda...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.