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tsmith18467
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Member since ‎Aug 27, 2021
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tsmith18467
Participant
April 20, 2022
Reply to Internal Client Happiness Score
@karstenkoehler I started to create the trigger based on a call being logged but can't understand which call activity criteria to use as well?
tsmith18467
Participant
April 20, 2022
Reply to Internal Client Happiness Score
@karstenkoehler Thank you for taking the time to think and talk this through. Two questions come to mind on this. First, the re-enrollment like you...read more
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tsmith18467 on April 11, 2022
Internal Client Happiness Score
Our Director of Service would like a way in HubSpot to record a Client Happiness to identify at-risk clients more readily . Our service users will be required to report on/input after interacting with the client, whether they were happy, neutral, o read more
Reply Discussion Enterprise
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tsmith18467
Participant
March 18, 2022
Reply to Record last touchpoint before contact conversion
@Ben_M Ben, thank you for your comment on this problem! I appreciate your insight. @karstenkoehler Thank you for your example of how to use a w...read more
Solved
tsmith18467 on March 16, 2022
Record last touchpoint before contact conversion
I'm trying to figure out if there's a way to set up a custom property and workflow that records the last touchpoint we had with a contact before they became SQL or Opportunity?
Reply Discussion Enterprise
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