MClifton

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Michael Clifton

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MG on Maio 05, 2017

Restrict Editing of Certain Properties and View history of User Edits

Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit Leia mais

Responder Idéia Account Settings

295 avaliações positivas

105 Respostas

MClifton

Colaborador(a)

Fevereiro 26, 2024

This function is needed at all levels, not just Enterprise. We are onthe professional plan with all of the modules and this would really help us con...Leia mais

Solucionado

MClifton on Fevereiro 22, 2024

emails from addresses that don't contain a first or last name.

I'm trying to find a solution to an ongoing problem with emails we capture creating contacts in HubSpot. The issue is the large number of emails that start with, accounting@ or purchasing@ or parts@. I realize these will be captured but they don Leia mais

Responder Discussão Professional

0 avaliações positivas

2 Respostas

Solucionado

MClifton on Outubro 05, 2023

Sending multiple emails in sequence without unenrolling the contact.

Is there a way to use Sequences to send three different email in succession without the contact being unenrolling for opening the 1st, 2nd or 3rd email?

Responder Discussão Professional

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Solucionado

MClifton on Setembro 22, 2023

State Region imported as initials not full words

When we have new contacts created by emails sent, we get this message. This contact was created from Offline Sources from Sales extension. This also provides us with the State/Region as initials. How do we change it so that what is imported is Leia mais

Responder Discussão Professional

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Solucionado

MClifton on Setembro 08, 2023

Blending Workflows and Sequences for emails

How do I make a sequences of emails that includes both Template emails from Communication and Marketing Emails from the Marketing section? The Template emails are standard text and the Marketing email have more graphics and links to surveys. Can I Leia mais

Responder Discussão Professional

0 avaliações positivas

4 Respostas

JBigbee on Novembro 01, 2021

Attachments to sequences

This feature request is for anyone that uses the sequence feature in Hubspot. The goal of this feature request is to get attachments added to emails that are apart of a sequence. The value that this feature request adds is that it will get Leia mais

Responder Idéia Sequences

92 avaliações positivas

43 Respostas

MClifton

Colaborador(a)

Agosto 07, 2023

This is a must for sales. The need to be able to have a PDF in a sequeced email string helps break up the dull method of just typed email after typed...Leia mais

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