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NHarvey
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Member since ‎Jul 28, 2022
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Nicole Harvey

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NHarvey on August 11, 2022
Hi, I am wanting to receive an email alert when it is a contact's birthday. I have a birthdate field in the contacts side bar. I don't have access to workflows. How can I have these alerts set up?
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Guide
August 11, 2022
Hello @NHarvey , I would suggest you to configure a HubSpot dynamic list to add Contacts when their Birthdate Month and Day are in 7 days. An...read more
NHarvey on July 31, 2022
Hello, my name is Nicole and I am new to Hubspot. I am currently setting up Hubspot as a new CRM. We are a company that assists people with building their wealth through investing in property. We have various stages that clients go through in our read more
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Member
August 01, 2022
Thank you for your reply on the deal stages. I have created one, however, I need our four staff who have individual hubspot logins to be able to see w...read more
NHarvey on July 31, 2022
Hello, my name is Nicole and I am new to Hubspot. I am currently setting up Hubspot as a new CRM. We are a company that assists people with building their wealth through investing in property. We have various stages that clients go through in our read more
0 upvote
2 Replies
Member
August 01, 2022
Thank you for your reply on the deal stages. I have created one, however, I need our four staff who have individual hubspot logins to be able to see w...read more
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