Member since ‎Oct 28, 2021
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Lizzy Butterfield

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LaurenCarey on May 10, 2022
It’s World Certification Week Day 2 🌎 🌍 🌏 Share with us 📣 How was your second day? Which course(s) have you started? Did you get a new certification? Did you manage to get more than one already? We’d love to hear abou read more
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Contributeur de premier rang | Partenaire solutions Elite
May 11, 2022 12:07
Day 2 for me was reviewing which certifications I have that have expired/are about to expire. I love seeing how the OG certifications have more
danmoyle on May 02, 2022
We use Custom Objects for interacting with our Contacts. Which means we email from those Custom Objects. Unfortunately, we can't use Templates unless we're in Company, Deal or Contact records. I'd love to see us have access to Templates in Custom Ob read more
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May 04, 2022 04:41
This would be a really good feature to have as we have the same issue.
LButterfield on March 11, 2022
Hi Everyone, I have an idea that would really help improve quote efficiency in sales teams. It is something we were able to do with out previous CRM. When we selected a model of machine we could press a button and it would pre-populate the quote read more
LButterfield on March 08, 2022
With the "create a deal" form you can have it so it defaults certain information such as the pipeline it goes into and the stage it goes to. It would be really useful if we could do the same with custom objects going into custom object pipelines. I read more
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Anu8844 on January 28, 2021
Hello, When we forward a ticket to a secondary contact , their responses to the ticket thread remains in "closed " status and the ticket owner do not get any alerts. Responses from the secondary contact will get missed. We have the enabled t read more
1 Reply
February 21, 2022 03:57
Absolutely, this is also proving an issue for our teams as well, and makes the ticket function pretty unreliable for the teams.
LButterfield on February 08, 2022
The contact is the primary record in Hubspot i.e. it is the first thing created when a person makes an enquiry or emails into your business. As the primary record this is often updated by the salesperson, service etc. I have various workflows set up read more
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