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MJ_Bergeron
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Member since ‎Oct 26, 2017
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Activity

veronicatavares on March 21, 2017
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
151 upvotes
65 Replies
Participant
October 31, 2019
Hello, I've seen that it wasn't possible to attach document on a template or a sequence because it's better for Hubspot tracking. In understand, ...read more
Solved
MJ_Bergeron on July 23, 2019
Hello all, What is going to happen if we decide to turn off the 1. Lifecycle stage sync 2. Sync lifecycle stages to associated contacts and companies. Will it revert or will we need to clean up our database (especially for contacts that a read more
0 upvote
1 Reply
Solved
smarcher18 on March 27, 2018
Does lifecycle stage sync interact with company hierachy? We build company hierachies with parent child relationships for complex organizations. We also have lifecycle stage sync enabled between company records and contact records. Does anyone know read more
0 upvote
5 Replies
Participant
July 23, 2019
Hello ! Have you done some tests yet ? Could you share with us the results as we are about to use the parent child feature, but I want to make su...read more
Solved
MJ_Bergeron on July 23, 2019
Hello everyone, I looked everywhere I could not find the answer I am looking for: Once the parent-child companies are created (I am ok to do this step), how are the contacts associated to the company? 1. In case they fill out a form and 2. if we s read more
0 upvote
2 Replies
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