Profile

LWarren5
Participant
Member since ‎Oct 1, 2021
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    13
  • Upvotes Received
    6
  • Ideas
    2

about

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

Following

    Friends list is empty

Lea-Anne Warren

Passionate about creating systems and process that facilitate world class service experience for customers and team members.

Activity

mrspabs on August 23, 2020
Bulk create properties
It would be great to be able to create properties in bulk or via CSV upload.
Reply Idea Contacts & Companies
132 upvotes
25 Replies
LWarren5
Participant
August 01, 2023
Hi, My use case was for marketing purposes. On a monthly basis: * I wanted to be able to email a client with personalised information for each deal t...read more
Solved
LWarren5 on July 13, 2023
Alternative to Super Admin?
Hi, We have some third party partners who are working with us on redesigning our website and marketing emails. I'm commonly asked to provde these third party parnters with Super Admin Access. However as a business we want to restrict acces read more
Reply Discussion best practices
0 upvote
3 Replies
LWarren5 on June 16, 2022
Customise contact options in document view window
Hi 🙂 We are providing a link to sales documents within emails. When our recipient opens the document there options available in the top right corner so they can contact the person who sent it (see below). It would be great if we can cu read more
Reply Idea Meetings
0 upvote
0 Reply
Shay on April 10, 2017
Multi level dependent fields
Migrated from legacy feedback forum with 169 votes. I'd like to have more than 1 level in the dependent fields in forms.
Reply Idea Forms
612 upvotes
233 Replies
LWarren5
Participant
March 08, 2022
I'd like my users to be able to log the duration of a contract when we secure sales, ideally via dropdowns that sit together within one property for ...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1243 upvotes
379 Replies
LWarren5
Participant
March 02, 2022
Yes - that would be great, I have been told a few times by my account manager that this capability is in the pipeline, but it's quite pressing for us,...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1243 upvotes
379 Replies
LWarren5
Participant
March 02, 2022
Yes - that would be great, I have been told a few times by my account manager that this capability is in the pipeline, but it's quite pressing for us,...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

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