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PKaplan
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Member since ‎Jan 17, 2022
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Paul Kaplan

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Activity

trudy on March 02, 2018
Threading individual emails in sequence
Sometime I just want to thread one or two messages within a sequence, and not the whole thing. In Yesware, this can be done simply by leaving the subject line blank next template that you want to thread (Yesware will automatically add a re: subject read more
Reply Idea Sequences
106 upvotes
70 Replies
PKaplan
Participant
October 25, 2022
This is avaialble in all other drip campaign products. The entire premise is threading to show the continuity and not a random amrketing spam...cha...read more
PKaplan on January 17, 2022
Sequence - Automated email flexibility
Currently you have the option to edit steps in a sequnece and change the type. The one thing you cannot change the type to is an "Autmated email". The workaround is to simply delete sequence step and create the new automated one. I would find option read more
Reply Idea Sequences
1 upvote
0 Reply
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J_Mackintosh on January 17, 2022
how can i report on # of contacts who are not associated with a company
I want to run off a report which shows a count of contacts that aren't currently associated to a company. I cant find 'associated company' as any of the fields to include in my report.
Reply Discussion Reports
0 upvote
2 Replies
PKaplan
Participant
January 17, 2022
I understand that you have indicated report and the above answer is dead on. I am new and this is probaby 101 stuff, but you can create a quick ...read more
Roots on February 04, 2021
Adding esignature functionality into documents
At the moment this functionality within HubSpot is limited to quotes or using a third party application. It would be really beneficial if there was a built in esignature functionality that can be dropped into documents so that contracts can be signe read more
Reply Idea Products and Quotes
3 upvotes
2 Replies
PKaplan
Participant
January 17, 2022
Yes ability to add an esignature to other documents would be huge.
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