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AMiller7
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Member since ‎Feb 16, 2021
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Activity

AMiller7 on August 05, 2022
Can the Sequence Activity of a customer be displayed on the company profile?
0 upvote
0 Reply
AMiller7 on August 03, 2022
Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of th read more
2 upvotes
2 Replies
Participant
August 05, 2022
Thanks, Levi. We have HubSpot Sales Professional, but I'm not sure the workflow is exactly what we would need here. If I set a sequence with 3 steps ...read more
AMiller7 on August 03, 2022
Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of th read more
2 upvotes
2 Replies
Participant
August 05, 2022
Thanks, Levi. We have HubSpot Sales Professional, but I'm not sure the workflow is exactly what we would need here. If I set a sequence with 3 steps ...read more
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
146 upvotes
29 Replies
Member
August 11, 2022
We definately need this, I am trying to automatically create associations between a custom object and contacts, but we need to do them manually at th...read more
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
146 upvotes
29 Replies
Member
August 11, 2022
We definately need this, I am trying to automatically create associations between a custom object and contacts, but we need to do them manually at th...read more
samglenn on September 04, 2019
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my read more
Participant
August 17, 2021
Great to see this has been implemented in lists, however further expansion across other features would be very beneficial. I'm a regional sales coor...read more
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