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Jolansche
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Member since ‎Sep 20, 2017
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Jolansche
Member
April 06, 2021
Reply to Ability to create lists and workflows from Document views
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
Member
January 29, 2021
Reply to Ability to create lists and workflows from Document views
@OCogan I have a configuration for capturing/triggering based on content being downloaded on the website. Form to capture information - takes t...read more
Jolansche on January 25, 2021
Deal Create Date > Close Date Validation
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
Reply Idea Analytics Tools Deals Sales Reporting
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Jolansche
Member
October 23, 2020
Reply to Ability to create lists and workflows from Document views
Please add this feature - it would make it much easier to identify higher quality leads if we are able to quickly create lists or reports of individu...read more
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