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KPolitte-Corn
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Membre depuis ‎févr. 16, 2021
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Karen Politte-Corn

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KPolitte-Corn le Octobre 25, 2023
Ability to set access to templates and sequences at folder level
We have folders set up for sales email templates and sequences - one folder for each specialized sales team. We have 19 teams with 2-4 people per team. Currently, when we create a new email template or sequence (that is often specific to a team), we Lire la suite
Répondre Idée Users & Teams & Permissions
1 Mention J'aime
0 Réponse
KPolitte-Corn le Juin 08, 2023
Add equal to another property filter
There are currently filters for is before/after another property, but it would be really nice to have an "is equal to another property." Specific use case: we have a "reconversion date" property that gets populated when an existing inactiv Lire la suite
Répondre Idée Lists
1 Mention J'aime
0 Réponse
KPolitte-Corn le Avril 02, 2023
Full Time Remote HubSpot Marketing Automation Specialist
Come join my team! If you are motivated, organized, and a critical thinker who has experience with marketing automation (specifically HubSpot), you should apply! This is a great remote opportunity to join a growing team and company that values its Lire la suite
Répondre Discussion Marketing Role
1 Mention J'aime
1 Réponse
paytek_haley le Décembre 22, 2020
Limit who can create new object records (companies, deals, contacts, etc)
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. Lire la suite
Répondre Idée Account Settings Contacts & Companies Deals
134 Mentions J'aime
47 Réponses
KPolitte-Corn
Membre
Mars 29, 2023
Really need this functionality. When deals are created manually, they aren't going through the workflows we have set up to carry over pertinent info ...Lire la suite
Mattia le Juillet 22, 2020
Add personalization token in title of task created through sequence
When creating a task through an automated workflow, it is today possible to personalize the title of that task with tokens (e.g. contact's first and last name). That is extremely helpful, since many tasks might be created this way and without any p Lire la suite
Répondre Idée Sequences
14 Mentions J'aime
5 Réponses
KPolitte-Corn
Membre
Janvier 03, 2023
Seems like this would be an easy fix - hoping to see an update soon. This is needed so our lead qualifiers can sort through tasks (especially when th...Lire la suite
KPolitte-Corn le Juillet 11, 2022
Add Phone Number to Meeting Description
Currently, you can only include the contact's First/Last Name, Company & Email address in the meeting description which appears on the calendar invite (if you check the box to do so in the settings). We need to be able to also include the contac Lire la suite
Répondre Idée Meetings
2 Mentions J'aime
2 Réponses
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