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BrendanPfahlert
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Member since ‎Oct 6, 2021
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Brendan Pfahlert

RevOps leader with a background in sales, SEP and CRM management.

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BrendanPfahlert
Contributor
September 01, 2024
Reply to Document Collection
Hey Jordan, are you able to use tools like Zapier or API's? If so FileInvite can be utilized to acheive this.
BrendanPfahlert
Contributor
July 17, 2024
Reply to Activity status display on cards in Pipeline View
This could likley be done with deal tags
BrendanPfahlert
Contributor
March 17, 2024
Reply to Start a sequence on behalf of another HS user
For those of you that are Master Admin users, one (slightly painfull) workaround is to log in as the user from the User Admin space, and enroll conta...read more
BrendanPfahlert
Contributor
July 23, 2023
Reply to Issue Tagging on Conversations
I'd also like this.
BrendanPfahlert
Contributor
June 19, 2023
Reply to Document Collection
Hey Erin, I work at FileInvite - we have a document collection solution (used by a lot of mortgage brokers) - you can check out our free plan at ...read more
BrendanPfahlert
Contributor
December 04, 2022
Reply to Upload portal to request sensitive documents??
That's us! Brendan here from FileInvite - also a HubSpot admin so know both tools well. FileInvite is best used when you know what information you ...read more
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