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AONeill7
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Member since ‎Sep 30, 2022
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Alison O'Neill

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AONeill7 on March 15, 2023
We recorded a presentation and would like to share it with the employees of the corporate client. Can we do this using hubspot? I was thinking something similar to when you send a webinar recording to the subscribed audience only? It would need t read more
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AONeill7 on March 13, 2023
I've set up a report to look at total value of deals but there are duplications where the deal involves two Contacts i.e. husband and wife. It's driven by 'associate deal with' and adding each individual. I just wondered if it's possibl read more
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AONeill7 on January 25, 2023
I'm trying to change a deal owner and add a collaborator to a deal. The Add is there in the bottom RHC when I open the deal but it doesn't actually allow me to add anything and I'm super admin. Any ideas?
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AONeill7 on January 18, 2023
Good Afternoon I've added a workflow that notifies the client owner that they have unsubscribed from an email/marketing circulation. That's working ok but it doesn't tell the client owner which client has unsubscribed and from which particu read more
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January 18, 2023
Many thanks Karsten. I've followed your instructions and now we just need someone to unsubscribe so I know it works! Best wishes Alison
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AONeill7 on January 18, 2023
Good Afternoon I've added a workflow that notifies the client owner that they have unsubscribed from an email/marketing circulation. That's working ok but it doesn't tell the client owner which client has unsubscribed and from which particu read more
0 upvote
3 Replies
Member
January 18, 2023
Many thanks Karsten. I've followed your instructions and now we just need someone to unsubscribe so I know it works! Best wishes Alison
Solved
AONeill7 on December 01, 2022
We've had an employee leave so we want to transfer all his contacts to another member of staff and make another person secondary contact. Is there a way of doing that? It might be we can only change the primary contact which is still time-saving! read more
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Member
December 01, 2022
Thanks so much Frank.
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