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lizchartrand
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Member since ‎Apr 22, 2020
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Elizabeth Chartrand

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lizchartrand
Member
February 13, 2025
Reply to Archive sales pipeline
Agreed a true archival system for deals would be extremely helpful.
lizchartrand
Member
March 12, 2024
Reply to Clone Deal Pipelines
Hi JeannieN, In our company's use-case, we are a company that works leads for multiple companies. Although our company works with these companies, th...read more
lizchartrand
Member
November 03, 2023
Reply to Clone Deal Pipelines
Hello Product team - this would really be incredibly useful. especially if we were able to clone the deal stages & associated fields we have incl...read more
lizchartrand on May 14, 2021
Adjustable or Bigger Frames for One-to-One Email & Templates
I create a lot of templates for our team members to use in HubSpot but something that really impedes updates is just how small the frame is when I'm setting up email templates (one-to-one). Similarly, the window to compose an email on the contac read more
Reply Idea Snippets & Templates
1 upvote
0 Reply
lizchartrand on May 07, 2021
Option to exclude contact info from ANY/ALL active deals - not just the one being created
It's come up in our CRM automation that when we create a deal via workflow that we want to exclude the contact info from the deal. This works, but the unfortunate pitfall is that this does not apply to future created deals. The platform defaults wil read more
Reply Idea Deals
0 upvote
0 Reply
lizchartrand
Member
April 29, 2021
Reply to Date based deal workflow
Yes, we really need this update for deal-based workflows. This would greatly impact our team's automated communication with customers! We focus prima...read more
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