Reshma_Virani

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Participant | Diamond Partner

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solutions
1
Replies
4
Upvotes Given
20
Upvotes Received
13
Ideas
4

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Reshma Virani

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Reshma_Virani

Participant | Diamond Partner

March 20, 2025

Reply to Sales Team HubSpot Training

As a best practice we set up Sandboxes and add the users there first after the training, so they get the look and feel of the system and get a hands ...read more

Reshma_Virani

Participant | Diamond Partner

March 17, 2025

Reply to Sales Team HubSpot Training

Hi Jon, Here’s how I like to structure my training sessions to ensure effectiveness and engagement: Pre-Training Prep – Send a brief overview...read more

Reshma_Virani

Participant | Diamond Partner

August 13, 2024

Reply to Associations (Currently in Beta): 1st idea: Cardinality options

Not sure if you saw this! Under an Object, for example-- Contacts, Click on the Associations tab and click on Configure association limit 🙂 Set ...read more

Reshma_Virani

Participant | Diamond Partner

March 22, 2024

Reply to Workflow - Ability to Create Notes

Extremely crucial!

Reshma_Virani on April 12, 2023

Ability to move conversations to Inboxes as per Ticket pipelines using automation

Scenario: I have a Form connected to an Inbox channel auto-generating tickets. Based on the value selected under the form field Request type, Sales Inquiry, or Service Request a workflow will direct these tickets to respective pipelines. I wish read more

Reply Idea Conversations Tickets

6 upvotes

2 Replies

Reshma_Virani

Participant | Diamond Partner

February 23, 2023

Reply to Associations (Currently in Beta): 1st idea: Cardinality options

I really really second that thought! I want to be able to set a contact as a Primary Contact for the associated company, one company can have only on...read more

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