BrendanPfahlert

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Brendan Pfahlert

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

Activity

r2davis3 on September 14, 2017

Start a sequence on behalf of another HS user

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).

Reply Idea Sequences

469 upvotes

181 Replies

BrendanPfahlert

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

Issue Tagging on Conversations

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

Reply Idea Conversations

222 upvotes

65 Replies

BrendanPfahlert

Participant

July 23, 2023

I'd also like this.

Solved

erink1 on August 02, 2021

Document Collection

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

Reply Discussion Professional

0 upvote

4 Replies

BrendanPfahlert

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

Upload portal to request sensitive documents??

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

Reply Discussion Starter

0 upvote

13 Replies

BrendanPfahlert

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

Introduce Yourself!

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

Reply Discussion

63 upvotes

807 Replies

BrendanPfahlert

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

Introduce Yourself!

Reply Discussion

63 upvotes

807 Replies

BrendanPfahlert

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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