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bw-ipim
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Member since ‎Nov 20, 2019
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Ben Willsher

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September 27, 2023
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
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
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Contributor
June 16, 2021
Very frustrating that this was changed to require login. Please add it back.
Solved
bw-ipim on June 16, 2020
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
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Contributor
June 08, 2020
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
Contributor
June 08, 2020
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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