vesnastefanovic

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danmoyle

Vesna Stefanović

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AZapparov on Oktober 05, 2021

Create custom themes/templates for Customer Portal [beta]

Will be good to have more appearance options to edit Customer Portal [beta] and will be great to have option to create own theme/templates According to this article https://developers.hubspot.com/docs/cms/guides/getting-started-from-th Beitrag ansehen

Antworten Idee CMS Development Tools Products and Quotes

54 Likes

14 Antworten

vesnastefanovic

Teilnehmer/-in | Diamond Partner

Dezember 13, 2022

It's really not clear to me why creating a nd customizing a customer portal child theme is possible if I can't use it? This is something we really ne...Beitrag ansehen

kal06g on Juli 19, 2019

Bulk Manage CRM Attachments on Company and Contact Records

We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Beitrag ansehen

Antworten Idee Contacts & Companies

247 Likes

62 Antworten

vesnastefanovic

Teilnehmer/-in | Diamond Partner

September 21, 2021

100% agree.. This is much needed feature!

vesnastefanovic on November 24, 2020

Emil settings - smart rules for From name and From address

Without abbility to create smart rules for name and address recipients will see, I need to create email clones (for example - same email content, but sent from Onboarding or Ongoing Support agent, based on onboarding status of a client)

Antworten Idee Marketing Emails

5 Likes

3 Antworten

Eugenia on Februar 27, 2020

Welcome, HubSpot Champion Users! Introduce yourself here.

HubSpot Champion Users are the most active, engaged and experienced users of HubSpot tools recognized by HubSpot on a quarterly basis. You can learn more about the HubSpot Champion User program here . If you're a HubSpot Champion User, int Beitrag ansehen

Antworten Diskussion Announcement

6 Likes

67 Antworten

vesnastefanovic

Teilnehmer/-in | Diamond Partner

Februar 27, 2020

Hello Champions, so glad to be part of this wonderful community. Looking forward to exchanging ideas. Thank you HubSpot!

Sara on Mai 10, 2017

Schedule a meeting for another hubspot user from contact record

Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Beitrag ansehen

Antworten Idee Meetings

388 Likes

171 Antworten

vesnastefanovic

Teilnehmer/-in | Diamond Partner

Oktober 22, 2019

@nickmellor I create Deals automatically based on selected Meeting type. BDR is Organizer, Sales Rep added as an attendee. Then, there is a list ...Beitrag ansehen

AtomicWayne on August 09, 2018

Creating a customer portal?

Has anyone created a customer portal that allows buyers and sellers to create a user name and password and save information from searches? Any ideas would be helpful. Thanks

Antworten Diskussion

7 Likes

45 Antworten

vesnastefanovic

Teilnehmer/-in | Diamond Partner

Juli 19, 2019

I just signed up. Do you have any updates?

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