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CBaker58
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Member since ‎Jun 21, 2022
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Clare Baker

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CBaker58 on November 01, 2024
For marketing email users who manage larger numbers of templates across several teams. At present, the only way to find the 'manage templates' function is by creating a new email, and arriving at the templates screen. This is a clunky indirect way read more
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Participant
July 03, 2024
I really need to be able to do this too in the 'deals' view to help easily find deals with specific line items associated.
Participant
June 21, 2024
Thanks for sharing this workaround. I'm also hoping for an update soon, as facing a similar workflow with 27 options that can be appended....
Participant
May 10, 2024
I'd also add that in the file usage area for documents, it would be really helpful to be able to see where the document is linked in places beyond CM...read more
Participant
April 26, 2024
I've ended up maintaining duplicate email addresses in our HubSpot CRM as quite often we have contacts who purchase on one email and subscribe to mar...read more
Participant
December 20, 2023
Thanks for sharing - we're in the process of migrating from an in-house system which triggers renewal reminder emails, and are facing the same challe...read more
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