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02528
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Member since ‎Jan 3, 2022
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Melissa Hiatt

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02528
Member
March 20, 2024
Reply to Tracking Documents from File Manager
Agreed! I was very surprised that this feature did not already exist. We should be able to track the number of times a document is downloaded and who...read more
02528 on January 04, 2024
Workflow Reenrollment for Workflows without Triggers
Workflows used to have the re-enrollment feature in the settings, but recently it was changed to only be an option for workflows with automatic triggers. I regularly have to use workflows where I do not have a trigger and I manually enroll the conta read more
Reply Idea Workflows
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02528
Member
November 14, 2023
Reply to Multiple dependent fields to be shown
I also am in need of this functionality. Our Company has several products that clients asked for quotes/estimates on and We would like to streamline ...read more
02528
Member
November 06, 2023
Reply to File Uploads as Attachments
This is highly needed for my company. We request Quote information and having it show as an attachment in the contact record would be way more helpfu...read more
02528
Member
November 15, 2022
Reply to Credit card payment fees
Currently, it is not possible to charge customers a processing fee when they use credit cards to pay. So that means we loose 2.9% in fees from HubSpo...read more
02528
Member
November 10, 2022
Reply to Archive Contact Lists
Would love to have this. The only way to clean up the lists is to use folders or delete them. I much rather be able to archive them.
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