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SHare
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Member since ‎Sep 27, 2022
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Susan Hare

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SHare
Participant
May 21, 2024
Reply to Add Tracking Analytics to Quotes
We want to follow-up on quotes NOT OPENED. Some people will open the email and ignore the quote. We want to reach out to those people, but we need to...read more
SHare
Participant
May 16, 2024
Reply to quote based trigger for "published"
@KHartleyDev you just saved me a tremendous amount of time. Thanks for sharing the workaround.
SHare on May 14, 2024
Notify deal owner when quote is not opened
Has anyone created a workflow to notify a deal owner when the quote associated with the deal has not been clicked/openend/or viewed by the recipient? Thank you Susan
Reply Discussion Professional
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SHare
Participant
March 08, 2024
Reply to Cant add personalization token (Contact Owner - Job Title) to email
YES! I found the location to add Job Title. We also added a custom field for License# since members of our team hold industry licenses: Access the...read more
SHare
Participant
March 03, 2023
Reply to Google Business Messages and Hubspot
Mike, Please explain " send your Google Business messages." Google adds a button to our local business profile: Request a Quote. That button links ...read more
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