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MRess
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Member since ‎May 10, 2021
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Melissa Ress

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Activity

MRess
Participant
April 03, 2025
Reply to Export Playbook from company or contact profile
And reportable. They're useless in current state. And the additional question types with "list of answer options" and "update property" being limited...read more
MRess
Participant
March 26, 2025
Reply to Mandate associations based on deal/ticket/custom object pipeline stage change
Needed for B2Bs! The ability to require association when manually creating a Deal is nice, but we auto-create Deals any chance we can, like when a le...read more
MRess
Participant
March 21, 2025
Reply to Re-enrollment issue with Company associated with Activities
@karstenkoehler I stumbled upon this question and response today. It seems workflows don't allow re-enrollments based on list membership for Compan...read more
MRess
Participant
February 12, 2025
Reply to Export Playbook from company or contact profile
I agree that we need to be able to export this data, but I would recommend it available as a bulk export instead of by company. The responses could a...read more
MRess
Participant
October 02, 2024
Reply to Setting Default List Columns at a Global Level
And updates here? We use Lists for segmented outreach and I typically ask my sales and service team to review the list prior to sending and remove an...read more
MRess
Participant
March 15, 2022
Reply to Allow users to be 'primary team member' of more than one team
This is so necessary! I rely on the HubSpot Team property for reporting and narrowing our communication lists by their owner's region (EMEA, APAC, an...read more
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