benesch_e

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Elizabeth Benesch

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benesch_e on February 04, 2025

Lead Object Index Clickability

The lead index page is useful to review a reps leads, filter leads, ect. However if you do not have Super Admin powers you are not able to click into the lead priview. This is a needed feature so a sales team (or anyone who doesn't have Super Ad read more

Reply Idea Account Settings Contacts & Companies Custom Objects

0 upvote

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benesch_e on October 09, 2024

use custom objects from the custom object library in workflows

The custom object library is great for easily setting up relevent objects for your business, like a service object when you use services. However there is very limited functionality to using the new objects in a workflow. For example I cannot cr read more

Reply Idea Custom Objects Workflows

5 upvotes

1 Reply

benesch_e

Contributor

May 22, 2024

Reply to Successful modeling for how many Admins are needed?

Hi @LindseyG , The beauty of HubSpot is you have options! (sometimes too many options) How you build out your HubSpot team for a large organiza...read more

benesch_e

Contributor

April 25, 2024

Reply to New Leads Object - Pros and Cons for using for Sales/SDR sourced contacts from admin and end users

Hi @EricDeinoff My sales team loves using the lead object for their own leads in adition to the ones that marketing provides. By allowing the ...read more

benesch_e

Contributor

April 09, 2024

Reply to Lead Object Labels

@NFerns @DCusumano @PPlant4 @JEpstein4 This functionality has been added to the lead objects and can be found in the property settings f...read more

benesch_e

Contributor

April 03, 2024

Reply to [Closed] AMA - Lead Management with Sales Hub | April 1-5, 2024

Hi @WNHughes I have a business unit that works almost exclusively with distribution, the team will do some qualification of the lead but ultimately...read more

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