Perfil

lizchartrand
Miembro
Miembro desde ‎abr 22, 2020
Enviar mensaje
  • Soluciones
    0
  • Respuestas
    0
  • Me gusta otorgados
    18
  • Me gusta recibidos
    6
  • Ideas
    3

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

    La lista de amigos está vacía

Elizabeth Chartrand

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

DCL en May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, Leer más
Responder Idea Deals
252 Me gusta
97 Respuestas
lizchartrand
Miembro
Marzo 12, 2024
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...Leer más
DCL en May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, Leer más
Responder Idea Deals
252 Me gusta
97 Respuestas
lizchartrand
Miembro
Marzo 12, 2024
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...Leer más
lizchartrand en 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 Leer más
Responder Idea Snippets & Templates
1 Me gusta
0 Respuestas
lizchartrand en 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 Leer más
Responder Idea Deals
0 Me gusta
0 Respuestas
alice2 en Febrero 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Responder Idea Deals Workflows
93 Me gusta
23 Respuestas
lizchartrand
Miembro
Abril 29, 2021
Yes, we really need this update for deal-based workflows. This would greatly impact our team's automated communication with customers! We focus prima...Leer más
CéliaMOLINA en Enero 28, 2021
Based on a date for deals
Hello, I recently had a project I wanted to include in my Hubspot management and workflows. The project was to change a specific roperty in Deals section, to another one, each end of month. For example, each 30th of the month , I want my deal Leer más
Responder Idea Deals
3 Me gusta
2 Respuestas
lizchartrand
Miembro
Abril 29, 2021
Yes, we really need this feature! This would greatly impact our teams communication with customers! We focus primarily on reaching out to custome...Leer más
Ver publicaciones más recientes
Guarda tu contenido favorito para acceder rápidamente a él.
Primeros Pasos
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.
Preséntate

Siguiendo

Conectarte con tus colegas es una de las mejores formas de aprovechar al máximo tu experiencia. Puedes comenzar con alguna de estas personas:
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.