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BrendanPfahlert
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Member since ‎Oct 6, 2021
  • solutions
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    4
  • Upvotes Given
    12
  • Upvotes Received
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Brendan Pfahlert

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

Activity

r2davis3 on September 14, 2017
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
478 upvotes
185 Replies
Participant
March 17, 2024
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
williamwright on February 21, 2020
When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information. So within dashboards dire read more
226 upvotes
66 Replies
Participant
July 23, 2023
I'd also like this.
Solved
erink1 on August 02, 2021
Hey HubSpot community! Question about collecting documents. So we are looking into an integration where we would be able to collect documents, have a checklist for the uploader and reminders that send. We have stumbled upon a company called COLLECT read more
0 upvote
4 Replies
Participant
June 19, 2023
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
Solved
PJMcDermott on November 21, 2022
Law firm admin here, Looking for a solution to enable us to: 1. request sensitive documents from client prospects 2. allow them to upload 3. alert us when docs have been uploaded 4. store them securely 5. find them (or a link to them) with read more
0 upvote
13 Replies
Participant
December 04, 2022
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
mbarba on February 24, 2022
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more
65 upvotes
863 Replies
Participant
August 21, 2022
Brendan Pfahlert, Revenue Operations Manager from FileInivte out of New Zealand. What industry do you currently work in? Software - we work to automa...read more
mbarba on February 24, 2022
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more
65 upvotes
863 Replies
Participant
August 21, 2022
Brendan Pfahlert, Revenue Operations Manager from FileInivte out of New Zealand. What industry do you currently work in? Software - we work to automa...read more
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