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MaxGuenther
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Member since ‎Jan 18, 2021
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Maximilian Günther

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ULending on February 22, 2017
relating contacts to each other
Hi, am looking to document relationship between a loan borrower (Contact) and the referring person/real estate agent, etc (Ideally, a contact). I've seen the suggestion to use companies, or deals? Thanks for the insight. I want to have a hyperlink a read more
Reply Discussion Companies Contacts Deals
67 upvotes
25 Replies
MaxGuenther
Participant
January 06, 2022
Seriously, what's the matter about this? Is it that difficult to integrate a simple connection between two data sets? How can it be possible to conne...read more
MaxGuenther on September 23, 2021
Report on Marketing Opt-In related on lifecycle stages
My team and I want to monitor when and at what lifecycle stage a contact opted into marketing mail subscription type. Unfortunately, there is no option to build a report for this need. Would be great having this option!
Reply Idea Marketing Emails Marketing Reporting
0 upvote
0 Reply
MaxGuenther on May 14, 2021
Filtering unworked emails by assignee
Hi there, it used to be super easy displaying the emails assigned to a specific user in the inbox by switching the assignee in the toolbar. So by switching the assignee you got displayed all emails assigned but still open only vanishing by marki read more
Reply Idea Conversations Users & Teams & Permissions
2 upvotes
1 Reply
MaxGuenther on May 06, 2021
Customize user permission to view a certain group of contacts
Me and my team are starting a campaign for a certain group of customers. They will upload files with sensitive data. These files should not be accessible to every HubSpot user. In our case it would be helpful to get a function or tool to say "when a read more
Reply Idea Contacts & Companies Forms Users & Teams & Permissions
3 upvotes
0 Reply
vegawatts on January 08, 2020
Filter by Read/Unread in inbox
I've contacted support and not found this, but since someone hasn't asked before I'm thinking maybe I missed something. Sales Team members need to be able to filter by read and unread emails within Hubspot. This is something our team is used to read more
Reply Idea Conversations
12 upvotes
5 Replies
MaxGuenther
Participant
April 16, 2021
I agree with you, cannot understand why a simple function which is a default in all email inbox from several providers is not available in HubSpot.
MaxGuenther on March 30, 2021
Knowledge base notification when a new article is posted
My team and I set up our knowledge base and are starting to create and publish articles. Unfortunately there is no option to get notified if a user published a new article. That would be really helpful staying up to date for all users and do not hav read more
Reply Idea Knowledge Base
7 upvotes
0 Reply
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