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rberger
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Member since ‎Feb 25, 2020
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Richard Berger

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Solved
rberger on March 11, 2020
Issues with "From" Tokens in Marketing Email
I am on the free CRM and trying to send a Marketing Email and getting the following two errors: For the first error about the default value for the Owner Full Name toke, I tried to edit it and was told that "You don't have permission to edi read more
Reply Discussion Template Design
0 upvote
3 Replies
rberger
Participant
March 13, 2020
UPDATE: My account got adjusted to a trial of the Professional bundle and this issue went away, so it appears to have been an undocumented limitation...read more
Solved
rberger on March 11, 2020
Issues with "From" Tokens in Marketing Email
I am on the free CRM and trying to send a Marketing Email and getting the following two errors: For the first error about the default value for the Owner Full Name toke, I tried to edit it and was told that "You don't have permission to edi read more
Reply Discussion Template Design
0 upvote
3 Replies
rberger
Participant
March 13, 2020
UPDATE: My account got adjusted to a trial of the Professional bundle and this issue went away, so it appears to have been an undocumented limitation...read more
Solved
rberger on March 11, 2020
Issues with "From" Tokens in Marketing Email
I am on the free CRM and trying to send a Marketing Email and getting the following two errors: For the first error about the default value for the Owner Full Name toke, I tried to edit it and was told that "You don't have permission to edi read more
Reply Discussion Template Design
0 upvote
3 Replies
rberger
Participant
March 13, 2020
UPDATE: My account got adjusted to a trial of the Professional bundle and this issue went away, so it appears to have been an undocumented limitation...read more
Solved
rberger on February 25, 2020
Using HubSpot CRM for both Merchants and Customers?
My company has two types of people we interact with and want to keep track of: Merchants and Customers. Merchants in this case are businesses who agree to use and sell our product. We can easily use HubSpot in what I would consider to be "the tr read more
Reply Discussion Contacts
1 upvote
2 Replies
rberger
Participant
February 26, 2020
Awesome thanks for the reply @AdamLPW . That's exactly what I was thinking also re: custom sidebar
Solved
rberger on February 25, 2020
Using HubSpot CRM for both Merchants and Customers?
My company has two types of people we interact with and want to keep track of: Merchants and Customers. Merchants in this case are businesses who agree to use and sell our product. We can easily use HubSpot in what I would consider to be "the tr read more
Reply Discussion Contacts
1 upvote
2 Replies
rberger
Participant
February 26, 2020
Awesome thanks for the reply @AdamLPW . That's exactly what I was thinking also re: custom sidebar
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