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mikejaime
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Member since ‎Oct 27, 2021
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Mike Jaime

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Activity

Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Member
September 19, 2022
Upvote this. As others have mentioned - need the ability to automate a note, as well as use templates/snippets/and tokens in the note. If anyone has...read more
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Member
September 19, 2022
Upvote this. As others have mentioned - need the ability to automate a note, as well as use templates/snippets/and tokens in the note. If anyone has...read more
HostGPO on April 21, 2021
We send a lot of intro emails. Would be great to be able to have emails automatically CC someone from the template button. We often forget to manually add that person...
Member
July 11, 2022
I too also 1,000% agree with this. Perhaps we could add a HubSpot User property to the CC field in the template. We use several HubSpot user properti...read more
mikejaime on July 01, 2022
Many companies use hubspot to manage clients/deals. Sometimes there are tasks that clients need to complete to progress through a pipeline. It would be really awesome if I could assign tasks to the associated contact(s)/client within a HubSpot Deal. read more
0 upvote
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jgregory1 on March 22, 2019
I need a way to view the leads who have been recently contacted by a specific user. If a lead comes into contact with my boss, they are high priority and we don't want them slipping through the cracks. If there was a contact filter or active list pr read more
21 upvotes
6 Replies
Member
May 12, 2022
Let's go HubSpot. We need this!
mikejaime on May 06, 2022
How come Form submissions don't have a search feature? It would be intuitive if I could search for submissions by contact as opposed to manually clicking through the pagination. If I know the Contact, there currently is no way to easily find read more
1 upvote
0 Reply
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