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CMartin3
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Member since ‎Jul 28, 2020
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CMartin3
Member
July 20, 2023
Reply to Ability to create lists and workflows from Document views
@jbartola I second @ELagneaux 's repsonse. Great that it's in Workflows, but where we really need it is to create lists based on doc views. Is tha...read more
CMartin3
Member
November 21, 2021
Reply to Ability to create lists and workflows from Document views
This is currently possible - I spoke to someone from HubSpot support a few months ago who provided this solution. Create an Active list S...read more
CMartin3
Member
September 09, 2021
Reply to Include marketing activities in deal timeline activity filter
+1 for this! Being able to see what web pages and sales documents have been viewed would be extremely useful for our salespeople to have access to ...read more
CMartin3
Member
August 20, 2021
Reply to Ability to create lists and workflows from Document views
+1 for this feature. Should 100% already exist!
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