RMartinez6

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.

Member

Member since

Message

solutions
0
Replies
0
Upvotes Given
12
Upvotes Received
0
Ideas
0

about

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

Following

Friends list is empty

Ricardo Martinez

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

Activity

RMartinez6

Member

August 19, 2021

Reply to Add deal properties to email personalization

Even within a Deal workflow with Deal properties, you cannot add the Deal Company to an email. Is there a reason for this?

RMartinez6

Member

August 02, 2021

Reply to Set Custom Goals

I can create custom fields, but not goals against those fields? Seems odd. I should be able to create a custom goal against any field, or at least ...read more

RMartinez6

Member

May 18, 2021

Reply to Create Quote templates

If it has to be on every Quote, there should be a way to automate it.

RMartinez6

Member

May 13, 2021

Reply to Custom product properties on Quotes

Quote Auditing and Details are legally required for SOX complaince. Without the abilty to audit approval times, the flow of quotes, the lifecycle of ...read more

RMartinez6

Member

March 24, 2021

Reply to Ability to use date properties in Playbooks

Playbooks are awesome. Who created them and thought "what a great feature to guide them in updating fields" and then also thought "but they wont want...read more

View latest posts