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bw-ipim
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Member since ‎Nov 20, 2019
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bw-ipim
Contributor
September 27, 2023
Reply to How to identify ex-customers
Karsten, thanks so much for the quick reply. Wasn't aware of the list membership filter, but that did it!
Solved
bw-ipim on September 27, 2023
How to identify ex-customers
Hello everyone. I'm trying to figure out how to identify ex-customers. We have customers who have active investments with us, those who have some active and some inactive investments, and those who no longer have any active investments. The inve read more
Reply Discussion CRM Lists Starter
0 upvote
2 Replies
bw-ipim
Contributor
June 16, 2021
Reply to Bring back public preview links
Very frustrating that this was changed to require login. Please add it back.
Solved
bw-ipim on June 16, 2020
Workflow for customer onboarding form
Hi all. We're a financial services firm and part of our customer onboarding requires them to sign a form to confirm their level of wealth and risk appetite. We currently send them a DocuSign envelope to sign, then manually store it in our cloud read more
Reply Discussion Contacts
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2 Replies
bw-ipim
Contributor
June 08, 2020
Reply to Update/Overwrite/Append Data Options for Contact Property Fields
I also need this! Please consider a form field option "do not overwrite existing data". My issues: https://community.hubspot.com/t5/Lead-Captur...read more
bw-ipim
Contributor
June 08, 2020
Reply to Marketing email with a form - contact updates and forwards
Hi @Phil_Vallender , thanks for the suggestion. I think that would work but just makes it all a bit manual. I've faced another issue - a custom...read more
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