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sgriggs63
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Member since ‎Feb 17, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Shawn Griggs

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sgriggs63 on May 04, 2020
Ability to Clone a Product
Creating Products within the Portal and needing to switch between Monthly and Annual Billing. Created the Products for Monthly and would like the ability to Clone that Monthly Product and modify the Identifier to Annually without having to build al read more
Reply Idea Products & Quotes
25 upvotes
14 Replies
Solved
Mhpoulsen on February 05, 2019
What lifecycle stage do you assign churned clients
I am really confused here. Since there's no way to change the lifecycle stage property (booo HubSpot), I was wondering what you guys are doing out there. What lifecycle stage do you assign churned clients. Do you keep it as it is or do you set i read more
Reply Discussion
9 upvotes
17 Replies
sgriggs63
Participant
April 03, 2020
Thank you so much for this. I was talking with Support and couldn't figure out anything. Need to be able to go Lifecycle Stage: Former Customer Is...read more
AM8 on August 21, 2019
Bulk edit user access permission
I am the super admin of my account and I had this request from my Sales Head: "Please tell me who all in the company have import access" Seems like a simple ask, but it took me manually clicking on each name and checking if they had import acce read more
Reply Idea Account Settings
20 upvotes
4 Replies
sgriggs63
Participant
February 18, 2020
I'm right there with you. I would like to be able to say "This person is on the Marketing Team, these are their permissions" and Sales, Support, and...read more
Solved
bdesilva on September 01, 2017
connect to my files on sharepoint
Our file system of record is Sharepoint. All the files for the sales process are there and we cannot upload them to Hubspot. Is there any way to link/connect to Sharepoint Online and be able to see and access the files from Sales?
Reply Discussion
25 upvotes
11 Replies
sgriggs63
Participant
February 17, 2020
Couldn't agree more. All of our account documents live within Sharepoint and accessible through link only. No way to implement this in with the Att...read more
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