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michjones18
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Member since ‎Feb 24, 2020
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  • Upvotes Given
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  • Upvotes Received
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Michelle Jones

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Milko on October 13, 2023
In our Hubspot quotes we place a link to our general terms and conditions. If a quote is approved online by a customer, they will receive the PDF, but the hyperlinks can no longer be clicked, which is desirable / essential.
6 upvotes
2 Replies
Participant
April 11, 2024
+1 to this!
katie_cort on April 08, 2021
It would be great if we had a filter for lists or a workflow enrollment trigger that allowed contacts to enroll if they had a property that is equal to another property. For example if email = alternative email, it would be helpful for tagging/locat read more
87 upvotes
18 Replies
Participant
February 08, 2024
Still interested in this, think it's critical for filtering and workflow enrolment, if/then branches
michjones18 on November 22, 2023
Now that you can edit properties from a hubspot list view (game changer!) we use it as sort of a spreadsheet to add notes, update forecasts, etc in meetings. The biggest addition to this would be to have the ability to turn on an autosave functi read more
0 upvote
0 Reply
amandafann on August 18, 2021
When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means y read more
132 upvotes
42 Replies
Participant
March 20, 2023
Please!!! This is much needed!
michjones18 on January 20, 2021
Would be great if you could copy properties in parent-child associations using workflows (especially helpful for things like company owner!)
Solved
michjones18 on June 11, 2020
Hi All, I'm building out some automation around when our team begins an outreach campaign. I currently have my trigger set as: Sequence enrollment = true AND last contacted > 6 weeks ago OR email send status is sent AND last contacted > read more
0 upvote
2 Replies
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