TArnoldGZ

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Thomas Arnold

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TArnoldGZ

Participant

May 14, 2024

Reply to New company list filter: was enrolled/completed a workflow

bump - this is a must. Workflows update values on Companies the same way they do on Contacts. If there's an error in a company workflow and I need to...read more

TArnoldGZ on March 22, 2024

Ability to choose what 5 email templates are available for free users

We NEED the ability to choose what 5 email templates are available for free users. We onboarded with HubSpot in 2021. We have a temp that started yesterday. They need to be able to send emails using ONE email template. That's the ONE thing they read more

Reply Idea Snippets & Templates

1 upvote

1 Reply

TArnoldGZ

Participant

March 19, 2024

Reply to Permission Setting to Turn Off Merge Capability

@FlywheelKinetic @DustinFrazier Jump into this thread & bump it up if you haven't already - apparently this request is 4 years old and no pr...read more

TArnoldGZ

Participant

March 19, 2024

Reply to Merge contacts permissions

Bump. This needs to happen yesterday. I have a team member that frequently merges companies that are not the same. Just found they merged a company i...read more

TArnoldGZ

Participant

January 18, 2024

Reply to Filter by property value AND who/what updated that property

This would be helpful to set a timestamp and update a Deal Stage if the appropriate AE moved the Deal. For example, if the AE working a Deal moves f...read more

TArnoldGZ

Participant

December 20, 2023

Reply to Form Submission Reporting

Hopefully there is a product update on this soon, as fragmented data on forms is not helpful. Being able to see that a form submission or # of form ...read more

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