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davidpan
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Member since ‎Nov 19, 2019
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  • Upvotes Given
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  • Upvotes Received
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David Pan

At Succession Resource Group (SRG), David makes the company look good, and tells as many financial advisors as possible through various marketing channels. He is a cross-disciplined marketing and communications professional, striving to optimize online customer experience through digital marketing, visual design, content management and PR.

Activity

Participant
May 04, 2023
As a potential solution for the HubSpot team, maybe it is to allow the creation of form templates that could be utilized by each form. When a templat...read more
Participant
October 17, 2022
I'm surprised that this isn't a function yet. I would think that more sales calls would need to schedule with multiple stakeholders (decision-makers)...read more
davidpan on January 27, 2021
Hi HubSpot Team, Currently, when we set email recipients under Campaign's Send or Schedule, our only way to do it is through lists. While it is simple, it isn't the easiest way for email marketers to send targeted emails when we want to exclud read more
11 upvotes
2 Replies
Participant
September 24, 2020
@jane2 I'm not sure if it helps but I use the deal property "Days to Close." Then I filter the report by only ones that reach the "closed won...read more
Participant
February 21, 2020
Thank you, @Rob-NWB and @aaronjyen . And not to be all crazy, but if this is important and helpful to you, please do ask your team members to ...read more
davidpan on February 18, 2020
Hubspot is providing the Merge Tag/Personalized Token function in all marketing and sales one-on-one emails. However, Hubspot Form follow-up emails don't have them. We can't merge/personalize the subject line, nor the body text. This is simple and read more
61 upvotes
13 Replies
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