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blawlorSJ
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Member since ‎Jun 6, 2017
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blawlorSJ
Member
June 17, 2020
Reply to Limiting Permissions by Pipeline
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...read more
blawlorSJ
Member
June 17, 2020
Reply to Limiting Permissions by Pipeline
"As I understand your request: you need to be able to give your sales team access to their sales pipelines while restricting their access to the clai...read more
blawlorSJ
Member
September 16, 2019
Reply to Limiting Permissions by Pipeline
We love pipelines. They would be an even better tool if we could give specfic users the ability to see different pipelines, on a pipeline to pipeline...read more
blawlorSJ on September 12, 2019
Rolling Dates for Workflows and Ticket Properties
We use Service Hub pipelines for our technical support. We'd like to create workflows that automatically set deadlines for these items. An example of what we need: When a ticket is created, a ticket automatically gets a two week deadli read more
Reply Idea Workflows
17 upvotes
3 Replies
blawlorSJ
Member
July 22, 2019
Reply to Dashboard Team/User Visability Options
We're on this train too. We have the reports Add-on and want to set up weekly sales reports for our team and their managers. Currently we need to cre...read more
blawlorSJ
Member
July 02, 2019
Reply to Snippet Tool - Text Limitation Removal
With an ever increasing sales staff - snippets are a great help, learning the sales langauge of our products, etc. We've got great "go-to" langauge t...read more
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