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MBooker
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Member since ‎Oct 12, 2021
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Molly Booker

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MBooker on November 16, 2021
Import Teams, Roles and all Users into Sandbox
We have bee excited to have a HubSpot Sandbox to begin working on some complex workflows, but are frustrated with the roll out! We have 97 Users, 22 Teams aand 28 Roles -- and only the Super Admins were auto-imported into the Sandbox -- and there i read more
Reply Idea Users & Teams & Permissions
9 upvotes
2 Replies
Solved
MBooker on October 28, 2021
Can I create workflows to send emails to Users (not Contacts)?
Good morning, Friends! We are in the process of creating many new and exciting changes in our HubSpot envirnment, and would like the ability to send emails to our affected Users from within HubSpot itself. For example - when Users are onboarded read more
Reply Discussion
3 upvotes
3 Replies
MBooker
Contributor
October 28, 2021
Thanks for confirming, @karstenkoehler . I'll submit a request. Currently we are managing all of these communications outside of HubSpot.
Solved
MBooker on October 28, 2021
Can I create workflows to send emails to Users (not Contacts)?
Good morning, Friends! We are in the process of creating many new and exciting changes in our HubSpot envirnment, and would like the ability to send emails to our affected Users from within HubSpot itself. For example - when Users are onboarded read more
Reply Discussion
3 upvotes
3 Replies
MBooker
Contributor
October 28, 2021
Thanks for confirming, @karstenkoehler . I'll submit a request. Currently we are managing all of these communications outside of HubSpot.
MBooker on October 18, 2021
How to report on all fields (Contact and Company), with Field Description and Record Count?
Good morning, Community! We are currently doing some data normalization in preparation for starting direct meetings with our internal teams to help them fully leverage all that HubSpot can do. Having an ad hoc report that inclues field names, fi read more
Reply Discussion
1 upvote
6 Replies
MBooker
Contributor
October 21, 2021
Hi, James - thanks for the information. The Properties export is very helpful - but it does not include the field Decription (the one found on th...read more
MBooker on October 18, 2021
Export Team Report that includes Primary Team Members and Additional Team Members
Would love to have an on-demand report that shows Parent Team, Primary Team Members, and Additional Team Members.
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
MBooker on October 18, 2021
Add "Additional Team Members" field to User Report export
Currently, the exportable User Report does not show the Additional Teams a USer is assigned to. Including the "Additional Team Members" permissions in this view would help to quickly see and manage comprehensive User Permissions.
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
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