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MPalmer6
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Mitglied seit ‎Nov 28, 2022
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Matt Palmer

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MPalmer6 on Oktober 11, 2024
Getting sent notifications when team members complete a task
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
4 Antworten
MPalmer6
Mitwirkender/Mitwirkende
Oktober 11, 2024
Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...Beitrag ansehen
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MPalmer6 on Oktober 11, 2024
Getting sent notifications when team members complete a task
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
4 Antworten
MPalmer6
Mitwirkender/Mitwirkende
Oktober 11, 2024
Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...Beitrag ansehen
Gelöst
MPalmer6 on Oktober 11, 2024
Getting sent notifications when team members complete a task
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
4 Antworten
MPalmer6
Mitwirkender/Mitwirkende
Oktober 11, 2024
Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...Beitrag ansehen
Gelöst
MPalmer6 on Juli 16, 2024
How to not have our email images save just documents on Hubspot
Hi Is there a way to stop our email icons and images from being saved into the company attachment section? And only save documents? It does not seem to save all of them, as that would be millions but we seem to have many of these: So we Beitrag ansehen
Antworten Diskussion Companies Documents
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2 Antworten
MPalmer6
Mitwirkender/Mitwirkende
Juli 18, 2024
Awesome. Just done the upvote for that link, thanks again. Hopefully its reviewed as it would be great to have.
NAhvee on Juni 27, 2023
Ability to stop images from auto saving to attachments
Currently, anytime you send or receive an email. All images attached will save under attachements. Unsure what other companies are using the attachment feature for under contacts and deals, but this is where we store our quotes, POs, invoices and Beitrag ansehen
Antworten Idee Sales Documents
19 Likes
8 Antworten
MPalmer6
Mitwirkender/Mitwirkende
Juli 18, 2024
Would be a great improvement, 100% agree Very annoying to have all the stock images constantly being stored
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MPalmer6 on Juli 16, 2024
How to not have our email images save just documents on Hubspot
Hi Is there a way to stop our email icons and images from being saved into the company attachment section? And only save documents? It does not seem to save all of them, as that would be millions but we seem to have many of these: So we Beitrag ansehen
Antworten Diskussion Companies Documents
0 Likes
2 Antworten
MPalmer6
Mitwirkender/Mitwirkende
Juli 18, 2024
Awesome. Just done the upvote for that link, thanks again. Hopefully its reviewed as it would be great to have.
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