We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Beitrag ansehen

You should be able to tag a certain contact (or multiple) as the POC/primary contacts for deals. Why? When I prospect contacts, I sometimes add up to 15 contacts to a Company Record. Yes, once I create a deal, I don't have to include all of the Beitrag ansehen

A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar Beitrag ansehen

The Proposify <> HubSpot integration will automatically create a note each time a prospect views a proposal. It's cool to know a prospect viewed it maybe once, but spamming the notes section 30+ times as prospects reference their Proposal dur Beitrag ansehen