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McBainKD
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Member since ‎Jul 19, 2021
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Activity

Amy_Brierley on May 13, 2022
Account Access - Create and edit customized quote templates
I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.
Reply Idea Users & Teams & Permissions
68 upvotes
23 Replies
McBainKD
Contributor
January 25, 2024
Definite huge potential win here!
McBainKD on January 08, 2024
Updating Company properties from form submission?
Hey all, I'm trying to leverage the Companies section of the platform to use for our Enterprise accounts, and one thing I'd love to do is have a way to tie form submissions to update Company properties when we have our Sales team submit qualific read more
Reply Discussion Companies Forms Professional Sales
0 upvote
2 Replies
McBainKD
Contributor
January 09, 2024
Hey Emma, thank you for this. My understanding with the limitations of Playbooks for Pro (which is what we have) is that you can't record their answe...read more
McBainKD on January 08, 2024
Updating Company properties from form submission?
Hey all, I'm trying to leverage the Companies section of the platform to use for our Enterprise accounts, and one thing I'd love to do is have a way to tie form submissions to update Company properties when we have our Sales team submit qualific read more
Reply Discussion Companies Forms Professional Sales
0 upvote
2 Replies
McBainKD
Contributor
January 09, 2024
Hey Emma, thank you for this. My understanding with the limitations of Playbooks for Pro (which is what we have) is that you can't record their answe...read more
McBainKD on December 14, 2023
Automatically log calls made on Deals to Associated Contacts?
Hey all, I'm just wondering if there's a way to automatically log a call across all associated records (Companies, Contacts, Deals) whenever it is made on the Deal level? Thanks!
Reply Discussion Calling Contacts Deals Sales
0 upvote
2 Replies
McBainKD
Contributor
December 15, 2023
Thanks Anton. My question was whether or not it can be done, though. I understand we can view the call logs, but I want to know if it's possible to ...read more
McBainKD on December 14, 2023
Automatically log calls made on Deals to Associated Contacts?
Hey all, I'm just wondering if there's a way to automatically log a call across all associated records (Companies, Contacts, Deals) whenever it is made on the Deal level? Thanks!
Reply Discussion Calling Contacts Deals Sales
0 upvote
2 Replies
McBainKD
Contributor
December 15, 2023
Thanks Anton. My question was whether or not it can be done, though. I understand we can view the call logs, but I want to know if it's possible to ...read more
McBainKD on November 17, 2023
Error with Google Sheets Marketplace Integration
Hey all, We've connected Google Sheets and HubSpot but aren't able to get access when trying to create a workflow. Please advise how to best fix this error message. Thanks!
Reply Discussion Integrations Marketplace Sales
0 upvote
3 Replies
McBainKD
Contributor
November 17, 2023
Hey Jigar, Thanks for the article - unfortunately neither of those are the case in this instance.
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