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lellis
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Member since ‎Aug 8, 2017
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Larry Ellis

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lellis on December 12, 2024
How do I change a sales rep's name on an existing quote?
Hi, I need help finding out how to change a sales rep's name on an existing quote. I want to do this (a) when reps leave or (b) when traveling, and we must create one when they are in transit. We have been rewriting quotes from scratch, which is a read more
Reply Discussion Best Practices
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lellis
Participant
April 12, 2023
Reply to set documents owner
ughhh, all our documents were uploaded by an employee who is no longer here, and where we have deactivated that employee in Hubspot and our email sys...read more
lellis
Participant
May 15, 2019
Reply to Documents tool within Snippet tool
This is a problem, ughhh
lellis
Participant
April 18, 2019
Reply to Export All Properties in CSV.
We have been using Hubspot a while and have lots of fields in the system. Some we can likely now consolidate and others we probably should delete. ...read more
lellis
Participant
February 26, 2019
Reply to Export Tasks from CRM
Agreed. We should be able to MINIMUM - export tasks into a CSV BETTER - export tasks with a task ID - import new tasks - reimport old tasks...read more
lellis
Participant
November 09, 2018
Reply to Rename List Folders
The organization within marketing, templates and sequences are all over the map. Some let you rename, some let you create subfolders, some don't ...read more
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