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Jolansche
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Member since ‎Sep 20, 2017
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Joanna Lansche

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kbialy on January 29, 2018
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
252 upvotes
92 Replies
Member
April 06, 2021
There is a semi-workaround in the HubSpot Marketplace - CloudFiles. -- _The information contained in this message may be privileged and/or confidenti...read more
kbialy on January 29, 2018
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
252 upvotes
92 Replies
Member
April 06, 2021
There is a semi-workaround in the HubSpot Marketplace - CloudFiles. -- _The information contained in this message may be privileged and/or confidenti...read more
Jolansche on January 25, 2021
Role: This feature will help prevent human error and inaccurate reporting for Sales Teams on Deals. Goal: Prevent erroneously created Deals where the Create Date is after the Close Date, which can mess up the reporting process. Value : Helps read more
kbialy on January 29, 2018
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
252 upvotes
92 Replies
Member
April 06, 2021
There is a semi-workaround in the HubSpot Marketplace - CloudFiles. -- _The information contained in this message may be privileged and/or confidenti...read more
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