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rfernandes1994
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Member since ‎Oct 12, 2021
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DitteBille on May 19, 2021
Folders within folders
It would be extremely helpful to be able to create folders within folders - especially in the workflow folders as it is possible with lists today.
Reply Idea Workflows
183 upvotes
52 Replies
rfernandes1994
Participant
February 24, 2022
This is 100% required. We're a relatively small business and the amount of workflows we've set up are pretty tough to manage effectively without this...read more
rfernandes1994 on January 18, 2022
Make opt in on document sharing mandatory
We want to be able to make the opt-in mandatory as we can on our forms, but there doesn't seem to be a way to do this. Here's an example of what I mean.  
Reply Idea Sales Documents
0 upvote
0 Reply
Solved
rfernandes1994 on October 27, 2021
Should I use the 'blog' functionality to host News, Events, White papers and case studies?
Hi guys, We're working on developing a few new templates with our developer. Sometime soon we're going to start adding the following to our site; Events White papers Insights (blogs) Case studies How would you recommend us setting this up read more
Reply Discussion Blog Marketing Website Pages
1 upvote
1 Reply
rfernandes1994 on October 20, 2021
Running a referral program through Hubspot
Hi guys, We are looking to run a referral program, for the sake of example referrer is Joe Bloggs and referee is Jane Doe. I've marked which stages we've completed and which stages we need guidance on and the best way to manage. Excuse the lengt read more
Reply Discussion best practices How-To Marketing Sales Tickets Workaround Workflows
2 upvotes
4 Replies
Solved
rfernandes1994 on October 12, 2021
Sending bulk sales email for webinar
We are looking to contact a list of contacts (not opted in to Marketing as no consent collected when they were uploaded to the CRM) about an educational webinar we are hosting. We have a decent list of contacts but our Sales Team aren't able to bulk read more
Reply Discussion Contacts Email Deliverability How-To Workaround
0 upvote
4 Replies
rfernandes1994
Participant
October 13, 2021
Thanks @karstenkoehler and @webdew all super useful! With regards to why we aren't using the Marketing emails process, the database has been buil...read more
Solved
rfernandes1994 on October 12, 2021
Sending bulk sales email for webinar
We are looking to contact a list of contacts (not opted in to Marketing as no consent collected when they were uploaded to the CRM) about an educational webinar we are hosting. We have a decent list of contacts but our Sales Team aren't able to bulk read more
Reply Discussion Contacts Email Deliverability How-To Workaround
0 upvote
4 Replies
rfernandes1994
Participant
October 13, 2021
Thanks @karstenkoehler and @webdew all super useful! With regards to why we aren't using the Marketing emails process, the database has been buil...read more
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