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Cnadler
Participant | Gold Partner
Member since ‎Sep 20, 2017
  • solutions
    1
  • Replies
    4
  • Upvotes Given
    41
  • Upvotes Received
    173
  • Ideas
    1

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Charlie Nadler

Charlie is the Strategic Director of Simple Machines Marketing, a digital marketing agency based in Chicago. His writing has appeared in a wide variety of publications, from Content Marketing Institute to Funny or Die. When he’s not helping small businesses grow with Simple Machines, Charlie likes playing guitar with his band and spending time with his wife and daughter.

Activity

KyleM on August 29, 2019
My understanding is you can connect an Office 365 shared mailbox to a personal Hubspot account with IMAP settings, however, this option doesn't seem to bve available for the team shared mailbox connection in Hubspot. This would be extremely usef read more
137 upvotes
48 Replies
Member
July 01, 2022
Okay! Figured this out without needing to set up a password for these groups or doing temp license 😄 Here's a tango with instructions on how t...read more
allyg on May 20, 2019
When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently th read more
137 upvotes
43 Replies
Participant
January 31, 2022
+1 -- there are two ways I've tried to one-click edit multiple checkboxes: Via contacts -- works, but I can't input a list of emails (the filter ...read more
Zaams on June 01, 2021
There is a new Behavioral Event functionality for Marketing Enterprise, and the old one is marked as a "legacy". The new one supports only Delay until event happens feature on workflows. Knowledgebase article explains how it works, but currentl read more
81 upvotes
44 Replies
Member
June 30, 2022
we need this desperate, we can not make good workflow without this.
Bruno_Teixeira on March 19, 2021
Hello, It would be very helpful to have a rolling date for the deal property : Last activity date. For example, if I want to have all my deals where the last activity date is "More than 30 days", I cannot have this information.
Participant | Gold Partner
October 23, 2021
Agreed - it would be nice to automate a deal stage update based on the last activity date (e.g. last activity date more than 60 days ago, update stag...read more
Jwl4692 on August 13, 2019
Add the ability to add a the start date and end date on every quote that can be generated from a deal. It would be great to see both start and end date as a default on every quote.
24 upvotes
15 Replies
Member
April 12, 2022
Update: we managed to add a Start Date and End Date at the overall quote level but not line item level. We have used the Beta Custom Quote edito...read more
JoeDavies on April 08, 2020
Strangely this is not an easy, straightforward report to build, nor is it an out-of-the-box report. After much experimentation, I've been unable to create a simple report that shows the average time Deals spend in each stage. Similarly, I've been read more
43 upvotes
5 Replies
Participant
September 15, 2021
I agree!
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