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MKainu
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Member since ‎Nov 2, 2022
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Morgan Kainu

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MKainu on February 22, 2023
Tracking Contact Made at Conferences
Hi all! I was poking around to see what some of the best practices are for creating ways to associate and track activities for Contacts made at different conferences over the year. I found this old conversation that helped get some ideas fl read more
Reply Discussion Best Practices Contacts CRM Lists Professional
1 upvote
4 Replies
MKainu
Participant
February 23, 2023
This is so incredibly helpful! Sounds like the custom properties will indeed be the way to go (makes sense). We'll just need to work on making the UX...read more
Solved
MKainu on February 22, 2023
Tracking Contact Made at Conferences
Hi all! I was poking around to see what some of the best practices are for creating ways to associate and track activities for Contacts made at different conferences over the year. I found this old conversation that helped get some ideas fl read more
Reply Discussion Best Practices Contacts CRM Lists Professional
1 upvote
4 Replies
MKainu
Participant
February 23, 2023
This is so incredibly helpful! Sounds like the custom properties will indeed be the way to go (makes sense). We'll just need to work on making the UX...read more
Solved
MKainu on January 24, 2023
Creating a Workflow for Non-Disclosure Agreements
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more
Reply Discussion Best Practices Professional Workflows
1 upvote
3 Replies
MKainu on January 06, 2023
Importing PipeDrive Activities into HubSpot
Hi all! I've been going down some holes to try and find a difinitive answer to this - is there a clearline way to Export all Activities from PipeDrive (including ones associated with Deals and those that are not but might be associated with jus read more
Reply Discussion How-To Knowledge Base Professional Workaround
0 upvote
4 Replies
MKainu
Participant
January 10, 2023
Hi CMansell, Still no luck with a quick route. Having to wait for our company's IT support to see if we can do something along the API route whic...read more
MKainu on January 06, 2023
Importing PipeDrive Activities into HubSpot
Hi all! I've been going down some holes to try and find a difinitive answer to this - is there a clearline way to Export all Activities from PipeDrive (including ones associated with Deals and those that are not but might be associated with jus read more
Reply Discussion How-To Knowledge Base Professional Workaround
0 upvote
4 Replies
MKainu
Participant
January 10, 2023
Hi CMansell, Still no luck with a quick route. Having to wait for our company's IT support to see if we can do something along the API route whic...read more
Solved
MKainu on January 05, 2023
Is There a Way to Create Team Permissions?
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save read more
Reply Discussion How-To Knowledge Base Professional
3 upvotes
8 Replies
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