ErikaJ

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Erika Josephison

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ErikaJ

Participant | Platinum Partner

April 23, 2025

Reply to Rename Native HubSpot Objects

We joined the beta but were disappointed to learn that Leads cannot be renamed. This was the one object that we really, really, wanted to be able to ...read more

ErikaJ on March 07, 2025

Templates or Pre-Sets for Conditional Stage Properties

We have a bunch of different pipelines for different business lines and product types that require different stages. However, we also have sets of specific Conditional Properties that are required at different steps. I would love to have a pre-set o read more

Reply Idea Deals

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ErikaJ

Participant | Platinum Partner

March 07, 2025

Reply to Mandatory fields on imports

This would be one of the most useful features that could be added for admins. Even better if there were import "templates" where you selected what yo...read more

ErikaJ

Participant | Platinum Partner

February 06, 2025

Reply to Unsubscribe from all mail via workflow

It's kind of wild that in the 5 years since this thread was started, there's still no global opt-out available via workflow. We have multiple lines o...read more

ErikaJ

Participant | Platinum Partner

February 03, 2025

Reply to Suggestions for Internal SMS for Notifications?

Hi thanks - could you elaborate on how to trigger the SMS with a custom workflow? I was under the impression that the "send internal SMS" option had...read more

ErikaJ on January 29, 2025

Suggestions for Internal SMS for Notifications?

Since the sunsetting of the Send Internal SMS option in the workflows, I am looking for a solution that will allow our sales team to receive text message notifications when a new hot lead is assigned to them. I'm curious if anyone has recommendation read more

Reply Discussion Notifications SMS

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