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swells12
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Member since ‎Aug 9, 2022
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Sharon Wells

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swells12
Member
July 26, 2024
Reply to Calls and meeting types: update old "types"
This is insane that this is still an outstanding issue. There needs to be a warning that changing the field is not retrospective and will break all a...read more
swells12
Member
May 05, 2024
Reply to Update Meeting Organizer Retroactively
I use Quotapath for our bonuses and commissions and would love to be able to use the meeting organized by field to calculate the number of meetings s...read more
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swells12 on January 18, 2024
How do I associate imported contacts with existing companies based on a custom field on each record?
I am importing contacts that do not always get associated with a company. I need to create a workflow that looks for a property on the Contact and see if it matches a property on any of our Company records and then associate that company to that con read more
Reply Discussion CRM Enterprise Workflows
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swells12
Member
April 26, 2023
Reply to Importing multiple email addresses for single contact
This is a big miss by Hubspot. Many of my records have a work email and a personal email and I need to be able to contact them at both. We have almos...read more
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