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chadsideris
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Member since ‎Aug 13, 2019
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  • Upvotes Received
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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
0 upvote
1 Reply
Solved
MJMacpherson on April 04, 2024
Looking to create a "home page" dashboard for sales
I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used sale read more
Reply Discussion Professional
0 upvote
6 Replies
chadsideris
Contributor
April 10, 2024
Fair enough! Ops Hub = best Hub 🙂
Solved
MJMacpherson on April 04, 2024
Looking to create a "home page" dashboard for sales
I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used sale read more
Reply Discussion Professional
0 upvote
6 Replies
chadsideris
Contributor
April 10, 2024
Fair enough! Ops Hub = best Hub 🙂
Solved
LSathoff on August 15, 2023
Limit Who Can Listen to Call Recordings
I don't see that there is a way to control who can or cannot listen to call recordings. If there isn't a way, it would be nice to be able to control who can listen to call recordings.
Reply Discussion Enterprise
3 upvotes
4 Replies
chadsideris
Contributor
March 22, 2024
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
Solved
cadyrsmith on January 06, 2022
User Personalization Tokens: Phone Number
When I create an email I can insert personalization tokens from the contact owner of the contact. I can add everything except phone number. Will this ever be a feature? We want to have an email template that says something like: 'Calll me at {C read more
Reply Discussion Marketing Email
10 upvotes
3 Replies
chadsideris
Contributor
March 07, 2024
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
Solved
davcrislin on June 15, 2020
Link to Email Subscription Preferences page outside of email.
I have a customer that wishes to create a navigation menu link directly from their website to the email subscription preferences page, so their contacts can manage their preferences from the site. Outside of emails, I can find no way to generate thi read more
Reply Discussion Landing Pages
37 upvotes
5 Replies
chadsideris
Contributor
January 03, 2024
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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