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GB3
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Member since ‎Dec 12, 2019
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Activity

Jtherrien on March 20, 2019
Hey there HS power users. I need some help accomplishing a few tasks. I will be using the CRM and really nothing else as of now. I receive referrals from Realtors, financial advisors, divorce attorneys etc. When they send me a referral I enter the c read more
0 upvote
11 Replies
GB3
Participant
August 12, 2020
Hey Justin, Did you ever get this figured out? I have been looking to network with other LOs that use HS. We share the same use case and I have some ...read more
nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
344 upvotes
106 Replies
GB3
Participant
June 26, 2020
I definitely would use this every day.
Solved
shdcra on October 29, 2018
I have set up Hubspot CRM to use for a small non-profit association where we have roles such as Chairman, Secretary, Treasurer etc. I have set up users under those aliases and Gmail accounts using the association's domain name. I am trying to enco read more
7 upvotes
7 Replies
GB3
Participant
May 28, 2020
HubSpot has made it very clear that the three biggest things that would make them untouchable they simply aren't interested in doing. There are reaso...read more
Solved
shdcra on October 29, 2018
I have set up Hubspot CRM to use for a small non-profit association where we have roles such as Chairman, Secretary, Treasurer etc. I have set up users under those aliases and Gmail accounts using the association's domain name. I am trying to enco read more
7 upvotes
7 Replies
GB3
Participant
May 28, 2020
HubSpot has made it very clear that the three biggest things that would make them untouchable they simply aren't interested in doing. There are reaso...read more
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