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KPolitte-Corn
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Member since ‎Feb 16, 2021
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Karen Politte-Corn

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KPolitte-Corn on October 25, 2023
Ability to set access to templates and sequences at folder level
We have folders set up for sales email templates and sequences - one folder for each specialized sales team. We have 19 teams with 2-4 people per team. Currently, when we create a new email template or sequence (that is often specific to a team), we read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
KPolitte-Corn on June 08, 2023
Add equal to another property filter
There are currently filters for is before/after another property, but it would be really nice to have an "is equal to another property." Specific use case: we have a "reconversion date" property that gets populated when an existing inactiv read more
Reply Idea Lists
1 upvote
0 Reply
KPolitte-Corn on April 02, 2023
Full Time Remote HubSpot Marketing Automation Specialist
Come join my team! If you are motivated, organized, and a critical thinker who has experience with marketing automation (specifically HubSpot), you should apply! This is a great remote opportunity to join a growing team and company that values its read more
Reply Discussion Marketing Role
1 upvote
1 Reply
paytek_haley on December 22, 2020
Limit who can create new object records (companies, deals, contacts, etc)
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more
Reply Idea Account Settings Contacts & Companies Deals
134 upvotes
47 Replies
KPolitte-Corn
Member
March 29, 2023
Really need this functionality. When deals are created manually, they aren't going through the workflows we have set up to carry over pertinent info ...read more
Mattia on July 22, 2020
Add personalization token in title of task created through sequence
When creating a task through an automated workflow, it is today possible to personalize the title of that task with tokens (e.g. contact's first and last name). That is extremely helpful, since many tasks might be created this way and without any p read more
Reply Idea Sequences
14 upvotes
5 Replies
KPolitte-Corn
Member
January 03, 2023
Seems like this would be an easy fix - hoping to see an update soon. This is needed so our lead qualifiers can sort through tasks (especially when th...read more
KPolitte-Corn on July 11, 2022
Add Phone Number to Meeting Description
Currently, you can only include the contact's First/Last Name, Company & Email address in the meeting description which appears on the calendar invite (if you check the box to do so in the settings). We need to be able to also include the contac read more
Reply Idea Meetings
2 upvotes
2 Replies
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