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Lle4
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Member since ‎Feb 24, 2021
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    13
  • Upvotes Given
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  • Upvotes Received
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Activity

FelipeFelix on February 18, 2021
Kanban view for Contacts and Companies (and maybe custom objects?)
Hi there! HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have read more
Reply Idea Contacts & Companies
90 upvotes
39 Replies
Lle4
Participant
March 11, 2021
For a team that has a 1:1 mapping of companies:deals (i.e. there is no one company that can have multiple deals), the ability to not use deals would ...read more
Solved
Lle4 on March 04, 2021
Kanban Board for Company Properties
Would it be possible to create a kanban board for company properties? We would want this to look similar to the Deals board, but where we could create several to track simpler properties that are just associated with each company. We would want one read more
Reply Discussion Companies FREE
4 upvotes
14 Replies
Lle4
Participant
March 11, 2021
Thanks @GuyTaylor --but how do I actually change the stages so they are based off of company properties?
Solved
jeetdoshi on May 31, 2018
How to attach file to a template?
When you're creating templates, unlike adding a link, i do not see any option of attaching a file, let's say if i want to add a brochure, i simply can't do that. Is there any way around this?
Reply Discussion
8 upvotes
13 Replies
Lle4
Participant
March 11, 2021
Have there been any updates on this? Unfortunately, the last option doesn't seem to work for me...
Solved
Lle4 on March 04, 2021
Kanban Board for Company Properties
Would it be possible to create a kanban board for company properties? We would want this to look similar to the Deals board, but where we could create several to track simpler properties that are just associated with each company. We would want one read more
Reply Discussion Companies FREE
4 upvotes
14 Replies
Lle4
Participant
March 11, 2021
Thanks @GuyTaylor --but how do I actually change the stages so they are based off of company properties?
Solved
Lle4 on March 04, 2021
Kanban Board for Company Properties
Would it be possible to create a kanban board for company properties? We would want this to look similar to the Deals board, but where we could create several to track simpler properties that are just associated with each company. We would want one read more
Reply Discussion Companies FREE
4 upvotes
14 Replies
Lle4
Participant
March 11, 2021
Thanks @GuyTaylor --but how do I actually change the stages so they are based off of company properties?
Solved
Lle4 on March 04, 2021
Kanban Board for Company Properties
Would it be possible to create a kanban board for company properties? We would want this to look similar to the Deals board, but where we could create several to track simpler properties that are just associated with each company. We would want one read more
Reply Discussion Companies FREE
4 upvotes
14 Replies
Lle4
Participant
March 11, 2021
Thanks @GuyTaylor --but how do I actually change the stages so they are based off of company properties?
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