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cwsheppard35
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Member since ‎Mar 15, 2024
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Carter Sheppard

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cwsheppard35 on October 08, 2024
In HubSpot, we are having an issue where certain emails are being logged onto deals that are undesired. Let me explain. On each deal, we have contacts associated. Some of the contacts are the customers and have association labels such as "Main C read more
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3 Replies
Participant
October 08, 2024
What about when the lender or attorney starts a new email thread and messages our team? Do we have to manually unlog all of those?
cwsheppard35 on October 08, 2024
In HubSpot, we are having an issue where certain emails are being logged onto deals that are undesired. Let me explain. On each deal, we have contacts associated. Some of the contacts are the customers and have association labels such as "Main C read more
0 upvote
3 Replies
Participant
October 08, 2024
What about when the lender or attorney starts a new email thread and messages our team? Do we have to manually unlog all of those?
Solved
CDeMares46 on October 01, 2024
Hi all, I need some help with a workflow issue. I have a custom object called "Event," which we associate with companies attending specific events. In the "Event" object, we have custom properties for the event start and end dates. For example, i read more
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Participant
October 01, 2024
This needs to be accomplished as an "Event" (custom object) based workflow with custom code. This allows you to meet all requirements: 1) Enrollment...read more
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