Member since ‎Jan 4, 2021
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Scott Treggiari

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rjohnsonM3 on May 15, 2020
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
September 19, 2023
I have this same issue and the accepted solution does nopt address the original question. I don't understand why it was accepted. Last Activity more
LaurieLynn on July 17, 2020
Hi everyone, I'm an Account Manager within a Customer Success team currently looking for a way to pull a report of my assigned accounts using a custom filter called "Account Manager" to include a column for "Last Contacted/Last Acticvity Date by me". read more
September 04, 2023
This is needed by eery acount manager. We've been trying to get by with reports that show "Customers with no contact in the last 60 days" but that's more
Ozzie on November 01, 2017
How do I delete a my posted question in this forum.
0 upvote
2 Replies
April 12, 2023
While this was obviously true in 2017, it's no longer the case. There is no elipse next to reply any longer and the elipse at the top, right of a more
STreggiari on March 29, 2023
I created a post and there was no way to delet it once it was no longer valid. How do I deelte it?
STreggiari on February 08, 2023
Frankly I'm shocked this isn't already a capability. There are already links for Pin, Copy Link, Reply All, REply, Forward, and Delete. We need a button or a link to create a task related to the email that either links back to the email or copies th read more
2 Replies
TNeale on August 20, 2021
Hi 🙂 I'm looking to track incoming emails. My IMAP account is attached and working fine. I can send and recieve emails from hubspot. What I want though is when a client with an existing contact record sends me an new email (not a rep read more
1 upvote
9 Replies
November 17, 2022
Yes. But, according to the article, the sent email doesn't have to originate in the CRM. It can originate in a connected personal email (ie. the more
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