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SOMeagher
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Member since ‎Jan 9, 2022
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Activity

SOMeagher
Participant
May 12, 2022
Reply to Option to add timeline activity from associated contact(s) after deal is created
Yes pleeeeeeease!
SOMeagher
Participant
March 06, 2022
Reply to Disable default closed date on deal/company/contact level
Agree to this idea. We have two quite different Pipelines. In one pipeline, the close date is 18-24 months out. In the other, the cycle is 4-12 week...read more
SOMeagher
Participant
February 24, 2022
Reply to Documents tool within Snippet tool
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...read more
SOMeagher
Participant
February 24, 2022
Reply to Documents tool within Snippet tool
HubSPot THis is a major issue with us too. Any plans to add this functionality? It seems like a no brainer. - ensures consistency with sales email...read more
SOMeagher
Participant
February 08, 2022
Reply to Getting Playbook Information Out of HubSpot
Hi, we currently do as you suggest - adding in the playbook responses as personalistion tokens for a provider we refer leads to. This is set up as an...read more
SOMeagher
Participant
February 03, 2022
Reply to Customize properties on Product Information screen
... I have the same frustration with 'create deal'. Our deal pipelines are quite different, and having only one way to view the 'create deal' screen ...read more
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