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CFitzgerald
参加者 | Gold Partner
コミュニティー参加日: ‎1 15, 2021
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  • いいね!した数
    39
  • いいね!獲得数
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    3

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Carissa Fitzgerald

Carissa Fitzgerald has experience in startup business development and sales leadership. She manages projects and resources within Maramba Consulting, as well as providing client-direct sales coaching and enablement to support revenue growth strategies. If she’s not busy with the Maramba Consulting team, you can find her singing with the jazz group, Portland Standard Time.

アクティビティ

CFitzgerald 1月 09日, 2024
There's currently no way, that I've found, to unsubscribe from company news once you've submitted that ChatSpot.ai prompt. The prompt presents a generic "unsubscribe at the bottom of the email" suggestion in ChatSpot, and the news alert email itself 続きを読む
0 いいね!
0 コメント
CFitzgerald 12月 05日, 2023
In a Deal view, if you pull in the Deal > Product column, it provides links for each of the products listed. When you click those links, however, it takes you to a broken record page: This has already been reporting internally t 続きを読む
0 いいね!
0 コメント
ksmith87 8月 04日, 2021
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A 続きを読む
11 いいね!
5 コメント
参加者 | Gold Partner
9月 28日, 2023
Hey everyone! Solutions Partner here, looking into the integration between Applied/Epic and HubSpot. It looks like they have an open API, which means...続きを読む
TGrabert 12月 18日, 2020
We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email 続きを読む
106 いいね!
42 コメント
参加者 | Gold Partner
9月 25日, 2023
Playbooks 100% need to be mobile accessible. It's hard enough to get a field sales team to adopt a CRM, and this is one of the tools that makes data ...続きを読む
CFitzgerald 8月 11日, 2023
Is there anyway to set up a rolling date range of 180 days? I've got a client whose interested in this specific timeframe, but the options jump from 90 days to 365.
1 いいね!
2 コメント
CFitzgerald 8月 09日, 2023
We've got some clients who are very color/branding specific in their processes, and would love the option to apply their brand colors, or any other custom color/color code to the Deal Tag options. The current dropdown selection works as a good 続きを読む
0 いいね!
0 コメント
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