SCarlisle

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Steven Carlisle

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SCarlisle

Participant

January 10, 2022

Reply to How do you connect with your contacts?

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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

5 upvotes

3 Replies

SCarlisle

Participant

September 23, 2021

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

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

SCarlisle

Participant

August 24, 2021

Reply to Start a sequence on behalf of another HS user

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

SCarlisle

Participant

July 19, 2021

Reply to Customized "Deal Cards" in Deals Dashboard

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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