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challhall
Member | Partner
Member | Partner
Member since ‎Jun 21, 2019
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Craig Hall

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Activity

MarciaDegnan on March 23, 2022
Customization in the Customer Portal
It would be great to be able to customize the customer portal with something other than support tickets. Ex. A place for customers to upload documents, view project status, etc.
Reply Idea Tickets
96 upvotes
21 Replies
challhall
Member | Partner
October 12, 2022
This is something that we really need to have in place to really add value to customers. 2 way communication is good start but it is lacking. Is the...read more
Solved
challhall on September 02, 2022
Make Attachments for forms more inline with best practices-
If you watch this video you will see that it is not intuitive to adding multiple files in HubSpot forms associated with the customer portal. This video outlines the issue: https://d.pr/v/HI7lmv If it worked the way the file attachment wor read more
Reply Discussion
12 upvotes
2 Replies
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
471 upvotes
181 Replies
challhall
Member | Partner
February 18, 2022
Awesome. I'm going to definitely try that. We've been really limping along not having this functionality in place for sales support users to support t...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
471 upvotes
181 Replies
challhall
Member | Partner
February 18, 2022
Awesome. I'm going to definitely try that. We've been really limping along not having this functionality in place for sales support users to support t...read more
Mikemchugh on October 19, 2017
Email integration for Microsoft Exchange
HI Can i integrate or link hubspot to Outlook which is held on my MS exchange server. My laptops can link to it and synchronise from anywhere so how would i link hubspot ? Thanks Mike
Reply Idea Connected Email
5 upvotes
494 Replies
challhall
Member | Partner
September 04, 2020
I was hoping to get access to the Meeting Links portion of this. I don't seem to have an option to use Exchange to connect the calendar for meeting ...read more
Mikemchugh on October 19, 2017
Email integration for Microsoft Exchange
HI Can i integrate or link hubspot to Outlook which is held on my MS exchange server. My laptops can link to it and synchronise from anywhere so how would i link hubspot ? Thanks Mike
Reply Idea Connected Email
5 upvotes
494 Replies
challhall
Member | Partner
September 04, 2020
I was hoping to get access to the Meeting Links portion of this. I don't seem to have an option to use Exchange to connect the calendar for meeting ...read more
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