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TXU
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Member since ‎Sep 20, 2020
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TXU on October 07, 2024
Multi step form save contact info as steps complete even if final submission is not done
It is great that we have the multi step feature , however part of this is to capture basic info, and contact info , sometimes there is a step afterwords that does not complete. As the steps hit next especially basic contact info it would be nice i read more
Reply Discussion multi step form
3 upvotes
1 Reply
TXU
Member
October 18, 2023
Reply to Offer Encryption to Allow for PII Storage
This is a must , many financial and insurance institutions will go to sales force over hubspot for this simple reason.
TXU
Member
July 23, 2023
Reply to Loom integration
can we get an update on this integration. seems like loom has much better features and works lightning fast compared to vinyard. cost is much bett...read more
TXU on August 07, 2022
Text message reminders to client and contact owner
I really think the meetings link is great. It is a great tool to use . couple things need approvement. so that we don' have to zap or get another calendy or scheduler that can do texting. 1. If the meetings could have a text reminder option read more
Reply Idea Meetings
1 upvote
1 Reply
TXU
Member
April 24, 2022
Reply to Newbie to Hubspot. Using for mortgage CRM to manage client and realtor relationships
GB3- and or any other loan officers if your still open to collaboration with loan officers. I would love to share some of the things I have been d...read more
TXU on January 28, 2022
Create custom token for Users (Deal Owner )
Please find a way to add more tokens in addition to the ones circled for the User (Deal Owner). the deal owner is the sales person , the templates should be able to populate the sales persons phone number, personal landing page, or any other uni read more
Reply Idea Marketing Emails
2 upvotes
1 Reply
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