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marshall_parr
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Member since ‎Oct 23, 2018
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Marshall Parr

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marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
Reply Discussion Deals Sequences Workflows
0 upvote
5 Replies
marshall_parr
Participant
November 18, 2022
That's really useful to know, thanks Karsten.
Solved
marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
Reply Discussion Deals Sequences Workflows
0 upvote
5 Replies
marshall_parr
Participant
November 18, 2022
That's really useful to know, thanks Karsten.
Solved
marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
Reply Discussion Deals Sequences Workflows
0 upvote
5 Replies
marshall_parr
Participant
November 18, 2022
That's really useful to know, thanks Karsten.
Alexi_Leimbach on October 28, 2021
Save list performance report over time to Dashboards
The only way to see how a list has increased or decreased in size is to go to the individual list performance area. But we cannot save the report or add it to a dashboard. It would be great to not only save that report but then take it a step farthe read more
Reply Idea Analytics Tools Dashboards & Reports Lists Marketing Reporting Sales Reporting
9 upvotes
9 Replies
marshall_parr
Participant
June 21, 2022
Agreed, this needs to be implemented.
noah on June 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
202 upvotes
77 Replies
marshall_parr
Participant
March 14, 2022
Can't believe this is still an issue! I found a workaround that worked - Overwrite the templates they did have access to, with the content of the...read more
EvaDixon on August 14, 2018
Option to enable/disable attachments saving to Companies/Contacts
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta read more
Reply Idea Contacts & Companies
75 upvotes
36 Replies
marshall_parr
Participant
December 30, 2019
As above, we need a solution to this.
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