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katlud
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Member since ‎Nov 7, 2019
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Katy Ludwell

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katlud on February 19, 2025
Assign company owner on Lead based workflow
Hi I'm creating a lead workflow for our lead routing purposes and if the criteria isn't met I need the company owner record to rotate between a certain group of sales reps so the BDRs know who to set the meeting up with. When I go to rotate read more
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katlud
Participant
June 10, 2024
Reply to Added to List Date - Report and Filter
I'm just trying to build a list based on our instant subscribers that subscribed in the last 30 days so they don't recieve other content that they ar...read more
katlud
Participant
May 21, 2024
Reply to Export a single property's sub-values (e.g. dropdowns, checkboxes)
I really need this, I hate having to ask our Saleforce admin to do it from their system on mapped properties. They look so smug 😂
katlud
Participant
November 06, 2023
Reply to Pop-up Alerts Needed in Tickets and Company Objects
I would like this functionality as we have accounts where all details are confidential so would be good to apply these banners/pop ups to specific c...read more
katlud
Participant
November 06, 2023
Reply to The ability to publish a banner in HubSpot to communicate to all users
I would like this functionality as we have accounts where all details are confidential so would be good to apply these banners to specific companies/...read more
katlud
Participant
March 02, 2022
Reply to Support multicurrency for deals coming from salesforce
This is really frustrating for us. We report in $ but we sell in multi-currency so really need this to be able to sync correctly. Has anyone come up ...read more
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