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mark_nextgen
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Member since ‎Jul 12, 2017
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veronicatavares on March 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
Reply Idea Sales Documents Sequences
151 upvotes
65 Replies
mark_nextgen
Member
May 04, 2018
How long before this becomes a reality?
tholmes on June 06, 2017
Birthday/Anniversary Date Picker Customization
Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within th read more
Reply Idea Lists Workflows
79 upvotes
31 Replies
mark_nextgen
Member
March 22, 2018
This should be a standard for CRM, hopefully Hubspot can make it happen
veronicatavares on March 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
Reply Idea Sales Documents Sequences
151 upvotes
65 Replies
mark_nextgen
Member
May 04, 2018
How long before this becomes a reality?
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