KMellert

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Participant

Member since

Message

solutions
0
Replies
2
Upvotes Given
31
Upvotes Received
20
Ideas
3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Kelly Mellert

This user hasn't created a bio yet. Edit your own profile here!

Activity

KMellert

Participant

January 31, 2024

Reply to Set timestamp with a workflow

We would also like to set individual timestamps into a workflow and a custom field property around deals. Example: If the deal was updated by the sy...read more

KMellert

Participant

October 11, 2023

Reply to Make it mandatory to associate a Contact and Company when creating a Deal

Buttoning this up would save us a lot of headaches. We have to harp on the Deal Owner to keep their deal associated. Instead, working on the road to ...read more

KMellert

Participant

July 10, 2023

Reply to Create Personalization Tokens for Images

We need this functionality to improve our personalized transactional emails instead of creating a template for each client, we can use 1 template and...read more

KMellert

Participant

March 23, 2023

Reply to Report from Company List

A company list provides higher-level information that is more actionable for our sales team. It's easier to build a company list especially after wor...read more

KMellert on March 20, 2023

Weekly Backup

Need a weekly backup schedule for our Hubspot instance.

Reply Idea Account Settings File Manager Users & Teams & Permissions

2 upvotes

1 Reply

KMellert

Participant

March 13, 2023

Reply to Multiple Deals per Quote

You can clone the quote and associate it with another deal but including multiple deals on one quote is not a function within the Quotes tool at thi...read more

View latest posts