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AMiller7
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Member since ‎Feb 16, 2021
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AMiller7 on August 05, 2022
Display Sequence Activity on Company Level
Can the Sequence Activity of a customer be displayed on the company profile?
Reply Idea Activity Feed
0 upvote
0 Reply
AMiller7 on August 03, 2022
Quickly Re-enroll Contact in Sequence at the Step They Left Off On
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
Reply Discussion
3 upvotes
2 Replies
AMiller7
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
Quickly Re-enroll Contact in Sequence at the Step They Left Off On
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
Reply Discussion
3 upvotes
2 Replies
AMiller7
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
Associate Records in a Workflow
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
Reply Idea Workflows
338 upvotes
62 Replies
AMiller7
Participant
June 14, 2022
Thanks for the heads up! We've worked out zaps in the past, but as a smaller company we are constantly refining processes as we find more efficiency. ...read more
CaitlinRose on March 03, 2021
Associate Records in a Workflow
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
Reply Idea Workflows
338 upvotes
62 Replies
AMiller7
Participant
June 14, 2022
Thanks for the heads up! We've worked out zaps in the past, but as a smaller company we are constantly refining processes as we find more efficiency. ...read more
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
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
Reply Idea Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 upvotes
167 Replies
AMiller7
Participant
May 17, 2021
Agreed! Thanks!
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