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Jenn4
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Member since ‎Jul 13, 2022
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Jennifer Jones

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Jenn4
Participant
February 20, 2025
Reply to Exporting Emails
Do you know if going through that process will pull the full email details? I need the entire body of the emails within the thread and who the emails...read more
Jenn4 on February 14, 2025
Exporting Emails
My company is currently using the Help Desk and the ticketing system for all of our client communication. Since we are a financial services company, there are times when our clients could be audited. When that happens we need to be able to provide t read more
Reply Discussion Enterprise
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Jenn4
Participant
October 25, 2023
Reply to Hubspot Sales Prospecting Tool
I've been testing out the prospecting tool as well and while it has some great features already, the issues @JButler8 brings up are causing some re...read more
Jenn4 on May 08, 2023
The QBO Integration should include Companies
Currently the QuickBooks and HubSpot integration only connects Products, Contacts, and Invoices. We are B2B and our invoices need to be associated at the Company level. Updating the integration to include Company would help our Sales and CSM teams read more
Reply Idea Integrations
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Jenn4
Participant
July 14, 2022
Reply to Setting up Automated External Email Based on Deal Stage
That is where my issue lies, not all of our deal contact should be marketing contacts. I don't want to mark them as such and they begin to get other ...read more
Jenn4
Participant
July 14, 2022
Reply to Setting up Automated External Email Based on Deal Stage
So within the workflow when I choose Send email under External Communication this is the message I receive. So will the contact that is associ...read more
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