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david-cook-ome
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Member since ‎Apr 17, 2020
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David Cook

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rakeshm on December 01, 2017
Sales email templates export
I think there should be an option to bulk export the sales email templates. At the moment, the only way to save Sales templates is to manually copy the content of each template, as there is no way to export them and it consumes a lot of time. read more
Reply Idea Sales Content
131 upvotes
33 Replies
david-cook-ome
Participant
December 19, 2020
Ouch, I have 395 templates that I have to manually copy from one portal to the next and it looks like there's no way of doing this other than clickin...read more
Solved
HubSpotMaster on March 26, 2019
Workflow - Associate Contact to Company?
Use Case: I have a common identifier as a contact + company property that is not related to email (the traditional way to associate contacts to companies). I am not using associate contacts and companies because the emails are different Q read more
Reply Discussion Companies Contacts
35 upvotes
19 Replies
david-cook-ome
Participant
December 10, 2020
Danhammari - if you have an external application that does this, you might want to consider putting a small license fee and making it a SAAS product....read more
Anonymous on June 19, 2019
convert active to static list
Add ability to convert an active list to a static list - this would allow for a list used for a targeted email to then be converted so new contacts could not be added, creating a snapshot in time. Most lists are used multiple times, but some eve read more
Reply Idea Contacts & Companies Lists
100 upvotes
41 Replies
david-cook-ome
Participant
September 08, 2020
This would be super helpful... I agree that the problem here isn't that we are unable to `clone` an active list and create a new static one pulli...read more
WhoOrderedRice on May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more
Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
139 upvotes
198 Replies
david-cook-ome
Participant
June 12, 2020
Hi all, I FOUND A REAL SOLUTION to this. I don't know why this is not more publicly supported, but Insycle has a data management product that is fa...read more
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