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chadsideris
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Member since ‎Aug 13, 2019
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Chad Sideris

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chadsideris on April 11, 2024
Mass Unassocation of Deals
Hey Folks, We have a pretty robust system for tracking referrals via deals in HubSpot. This tracks their source, associates them to both a Referrer and a Referee record and syncs with our payroll system to pay them out at a certain point. We bui read more
Reply Discussion Admin CRM Deals How-To
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chadsideris
Contributor
April 10, 2024
Reply to Looking to create a "home page" dashboard for sales
Fair enough! Ops Hub = best Hub 🙂
chadsideris
Contributor
April 10, 2024
Reply to Looking to create a "home page" dashboard for sales
I personally do not think the Prospecting Workspace meets this mark yet. The way contacts get into the prospecting flow is too restrictive for our us...read more
chadsideris
Contributor
March 22, 2024
Reply to Limit Who Can Listen to Call Recordings
Sometimes our team members have to discuss sensitve issues over the phone. We work with medical professionals. Being able to limit who can listen to ...read more
chadsideris
Contributor
March 07, 2024
Reply to User Personalization Tokens: Phone Number
I completely agree here. We have ~300 contact owners and the idea of building a workflow with branches for all that is quite daunting. We understand ...read more
chadsideris
Contributor
January 03, 2024
Reply to Link to Email Subscription Preferences page outside of email.
Given the updates to Google and Yahoo expected in February, I think this link is becoming a lot more important. Email In this article from HubSp...read more
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