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mkelly
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Membre depuis ‎févr. 4, 2020
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  • Solutions
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  • Réponses
    4
  • Mentions J'aime ajoutées
    5
  • Mentions J'aime obtenues
    8
  • Idées
    1

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Mandy Kelly

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Activité

Résolues
pascallap le Mars 26, 2018
Link contacts together (same household)
Hi guys, In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, et Lire la suite
Répondre Discussion
18 Mentions J'aime
24 Réponses
mkelly
Participant
Juillet 07, 2020
This is a great idea! I can use the X household or X Family as the Company name and associate the contacts to that. This will help when multiple c...Lire la suite
mkelly le Mars 05, 2020
Assign owner to Inbound call received
It would be nice to be able to attach the Hubspot Owner to an Inbound call received. In the client's timeline, it shows that a call was received but you can't select who took the call. All you can do is make notes and then type the person's name wh Lire la suite
Répondre Idée Calling
1 Mention J'aime
1 Réponse
Résolues
agesse le Juin 06, 2017
Email signature not showing up in preview or when sent from Hubspot
Hi - so I have tried re-adding a new HTML signature (made with Hubspot's free signature maker) because the previous one stopped showing up in both the preview and when sent from Hubspot, has not helped. Is there any reason why the signature suddentl Lire la suite
Répondre Discussion Bug Email Error Signature
1 Mention J'aime
26 Réponses
mkelly
Participant
Février 19, 2020
same here, it is now working but some of my team members are saying that it's not automatically showing on emails they are replying to in a chain ema...Lire la suite
Résolues
agesse le Juin 06, 2017
Email signature not showing up in preview or when sent from Hubspot
Hi - so I have tried re-adding a new HTML signature (made with Hubspot's free signature maker) because the previous one stopped showing up in both the preview and when sent from Hubspot, has not helped. Is there any reason why the signature suddentl Lire la suite
Répondre Discussion Bug Email Error Signature
1 Mention J'aime
26 Réponses
mkelly
Participant
Février 19, 2020
same here, it is now working but some of my team members are saying that it's not automatically showing on emails they are replying to in a chain ema...Lire la suite
Résolues
pascallap le Mars 26, 2018
Link contacts together (same household)
Hi guys, In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, et Lire la suite
Répondre Discussion
18 Mentions J'aime
24 Réponses
mkelly
Participant
Juillet 07, 2020
This is a great idea! I can use the X household or X Family as the Company name and associate the contacts to that. This will help when multiple c...Lire la suite
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