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Barney
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Member since ‎Sep 23, 2019
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Barney Gill

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Barney on March 24, 2021
Projects - better sorting & searching
Hi, our 'Projects' list has been growing in hubspot. This is found under Marketing/Planning and Strategy/Projects. Although we have stratified by current and archived projects, it would be great to make projects searchable. Then I could find the pr read more
Reply Idea Account Settings
1 upvote
0 Reply
Barney on September 23, 2019
Workflow suggestion; adding 'Go to other action' to contact workflows
I am getting started with workflows, and currently focus on contact workflows for onboarding new clients, and assisting with education. My workflow currently splits several times with If/Then statements, but then many times merges back together. read more
Reply Idea Workflows
11 upvotes
4 Replies
Barney
Member
January 09, 2020
Thanks Matthew, looks like this may be in planning? Admittedly, I worked around this for now. I ended up creating a contact workflow, and whenever I ...read more
Barney on September 23, 2019
Workflow suggestion; adding 'Go to other action' to contact workflows
I am getting started with workflows, and currently focus on contact workflows for onboarding new clients, and assisting with education. My workflow currently splits several times with If/Then statements, but then many times merges back together. read more
Reply Idea Workflows
11 upvotes
4 Replies
Barney
Member
January 09, 2020
Thanks Matthew, looks like this may be in planning? Admittedly, I worked around this for now. I ended up creating a contact workflow, and whenever I ...read more
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