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JDavison
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Member since ‎Jul 1, 2021
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Jamie Davison

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JDavison on March 28, 2022
Increase deal display limit on recurring emails for reports and dashboards
If you set up a recurring email to send out a report, the email is limited to displaying about 8 deals. With a recurring email to send a dashboard with PDF attachment this appears to have a slightly higher limit of 20 deals. It would make sense read more
Reply Idea Sales Reporting
1 upvote
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JDavison
Member
November 04, 2021
Reply to HubSpot Outlook integration for MAC users
Yes that is it! There are no errors as far as I can tell, the icon is not greyed out, and the tracking is enabled in the setting menu.
JDavison
Member
November 02, 2021
Reply to HubSpot Outlook integration for MAC users
Email tracking does not appear to be working in 'New Outlook' for Mac. The HubSpot integration is being used and both logging and tracking are select...read more
Solved
JDavison on July 01, 2021
Can you add attachments to Workflow emails?
Just trying to setup a workflow to send an email. Can you make this email include attachments that are associated with a deal?
Reply Discussion Workflows
1 upvote
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