vesnastefanovic

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Vesna Stefanović

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AZapparov le Octobre 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 Lire la suite

Répondre Idée CMS Development Tools Products and Quotes

54 Mentions J'aime

14 Réponses

vesnastefanovic

Participant | Partenaire solutions Diamond

Décembre 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...Lire la suite

kal06g le Juillet 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 Lire la suite

Répondre Idée Contacts & Companies

247 Mentions J'aime

62 Réponses

vesnastefanovic

Participant | Partenaire solutions Diamond

Septembre 21, 2021

100% agree.. This is much needed feature!

vesnastefanovic le Novembre 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)

Répondre Idée Marketing Emails

5 Mentions J'aime

3 Réponses

Eugenia le Février 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 Lire la suite

Répondre Discussion Announcement

6 Mentions J'aime

67 Réponses

vesnastefanovic

Participant | Partenaire solutions Diamond

Février 27, 2020

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

Sara le 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 Lire la suite

Répondre Idée Meetings

388 Mentions J'aime

171 Réponses

vesnastefanovic

Participant | Partenaire solutions Diamond

Octobre 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 ...Lire la suite

AtomicWayne le Août 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

Répondre Discussion

7 Mentions J'aime

45 Réponses

vesnastefanovic

Participant | Partenaire solutions Diamond

Juillet 19, 2019

I just signed up. Do you have any updates?

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