SCarlisle

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Steven Carlisle

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KyleJepson on July 11, 2021

How do you connect with your contacts?

HubSpot has a lot of tools for connecting with contacts, and there are a host of other tools sales teams use outside of HubSpot. What's your favorite tool for connecting with people? Share your thoughts in the comments below! *To learn mor read more

Reply Discussion

213 upvotes

961 Replies

SCarlisle

Participant

January 10, 2022

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SCarlisle on September 30, 2021

Update Line Items

We realized after our initial setup of line items that we could have organized them in a better way. So we created new line items and want to update the old deals to utilize these new line items. Unfortuneately, this is not something that can easliy read more

Reply Idea Products and Quotes

4 upvotes

3 Replies

JorieMunroe on January 26, 2021

New to the HubSpot Marketing Study Group? Introduce yourself here ‌⬇️‌

Marketing is about making connections — with your audience and with each other. With that in mind, say hi and tell us a little bit about yourself. Here's some questions you can use for inspiration: What's your current role? read more

Reply Discussion

59 upvotes

847 Replies

SCarlisle

Participant

September 23, 2021

Hi everyone, I am Steven and I have worked in the events industry for the past 10 years. I changed roles in 2019 as we went into the global pandemic ...read more

r2davis3 on September 14, 2017

Start a sequence on behalf of another HS user

After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).

Reply Idea Sequences

381 upvotes

159 Replies

SCarlisle

Participant

August 24, 2021

Is there an update on this idea? I work with the sales team and this would be a great feature to implement.

AndyPitre on April 04, 2017

Customized "Deal Cards" in Deals Dashboard

I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more

Reply Idea Deals

1363 upvotes

445 Replies

SCarlisle

Participant

July 19, 2021

I would add that it would be nice to have the ability to mark all properties, including HubSpot created, as required. For example, company and contac...read more

SCarlisle on March 26, 2021

More automation tools in Sequences

There needs to be more functionaliy in the "Sequences" flows. I need to create a branching flow that sends one-to-one emails to customers who have purchased products. Be it an email about scheduling a kick-off meeting to sending an email about mater read more

Reply Idea Sequences

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