Profile

McBainKD
Contributor
Member since ‎Jul 19, 2021
  • solutions
    0
  • Replies
    13
  • Upvotes Given
    17
  • Upvotes Received
    8
  • Ideas
    0

about

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

Following

    Friends list is empty

Kevin McBain

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

Activity

Rkeane on April 13, 2021
Hi all; I am a HubSpotter raising this on behalf of a customer. They are looking to add a password to their quote links so that when sharing with a prospect the password is required. This would ensure an extra level of security for sales quotes whic read more
39 upvotes
25 Replies
Contributor
July 23, 2024
Absolutely +1 our risk team requires this!
Solved
McBainKD on July 22, 2024
Hey all, Our risk team has an issue with us just using a public URL that theoretically anyone can access with the Quotes we're sending out, so I was wondering if there's a way to "restrict" them in a sense "ie. require a specific email address t read more
1 upvote
1 Reply
McBainKD on July 19, 2024
Hi there, I'm looking to import a bunch of Contacts from another CRM into HubSpot but assign them to a Company, but also flag their association with that Company using an Association Label. Is there a way to do that in bulk without having to read more
Solved
McBainKD on July 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r read more
0 upvote
5 Replies
Contributor
July 19, 2024
Hey Ryan, Appreciate you taking the time out for this - but I don't think that will serve us either since the functionality is a bit too limited to...read more
Solved
McBainKD on July 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r read more
0 upvote
5 Replies
Contributor
July 19, 2024
Hey Ryan, Appreciate you taking the time out for this - but I don't think that will serve us either since the functionality is a bit too limited to...read more
Solved
McBainKD on July 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r read more
0 upvote
5 Replies
Contributor
July 19, 2024
Hey Ryan, Appreciate you taking the time out for this - but I don't think that will serve us either since the functionality is a bit too limited to...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    Public - Community Champions

    A spot for HubSpot enthusiasts to connect and grow. All are welcome to join.