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KyleRisi
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Member since ‎Jul 6, 2020
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Kyle Risi

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KyleRisi on August 20, 2020
Hi Team, 👋 We recently migrated over from a different CRM - Shocked is the only way to describe how gross our data was. we spend days cleaning and sorting contacts, companies and deals. To make sure we are never in this situation again - read more
9 upvotes
5 Replies
Solved
KyleRisi on July 28, 2020
Hi Team 👋 . We sell software, several different kinds of software to our clients. A typical deal will contain the following products 1 x professional services (we help you get set up and trained) 1 x 1 year licence to use our software read more
1 upvote
3 Replies
Participant
July 28, 2020
Thanks Adam This sounds promising, I like the idea of having these custom fields on the company record, however to make this robist i would like ...read more
Solved
KyleRisi on July 28, 2020
Hi Team 👋 . We sell software, several different kinds of software to our clients. A typical deal will contain the following products 1 x professional services (we help you get set up and trained) 1 x 1 year licence to use our software read more
1 upvote
3 Replies
Participant
July 28, 2020
Thanks Adam This sounds promising, I like the idea of having these custom fields on the company record, however to make this robist i would like ...read more
KyleRisi on July 20, 2020
Hi Team, 👋 Recently set up a chat flow to gather member enquiries and submit support tickets. I came in this morning to 5 tickets 👍 , however, I am unable to reply to these tickets because memberd did not fill in the email address field cor read more
0 upvote
4 Replies
Participant
July 21, 2020
Hi, Thanks, but not what I am looking for, I am not looking for true email validation, I am looking to simply verify that the email address entered ...read more
KyleRisi on July 20, 2020
Hi Team, 👋 Recently set up a chat flow to gather member enquiries and submit support tickets. I came in this morning to 5 tickets 👍 , however, I am unable to reply to these tickets because memberd did not fill in the email address field cor read more
0 upvote
4 Replies
Participant
July 21, 2020
Hi, Thanks, but not what I am looking for, I am not looking for true email validation, I am looking to simply verify that the email address entered ...read more
Solved
KyleRisi on July 17, 2020
I would like to be able to pull in some high level stats about a company in our CRM from our own user platform, i.e number of employees. So my question is, can I pull this infomation over into a property, and if so, can I set it so that a Hubsp read more
0 upvote
1 Reply
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