alexagatiss

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Alexa Gatiss

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alexagatiss en May 18, 2023

Filter on contacts index

I am wondering if there is away to filter contacts to see people who have recieved a sales email from a specific person within the last week. Right now, I see an option to sort by sales emails opened but I am not able to filter it to see contacts by Leer más

Responder Conversación Contacts Sales

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alexagatiss en May 15, 2023

System for Deciding Marketing Contacts

Hi all, just wondering, I am hoping for an effective way of deciding who should be made a marketing contact. Ideally, I am looking for a system where there is a specific ratio. I want to have a percentage of responsive leads that stay marketing Leer más

Responder Conversación Contacts Marketing

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alexagatiss en May 02, 2023

Efficient process for large quantities of contacts no longer with company

For contacts that are no longer with the company, we have a property with "Yes" and "No" that can be checked. I am looking for an efficient way update information in HubSpot after marketing email sends. Our industry has a lot of turnover, so aft Leer más

Responder Idea Contacts & Companies Marketing Emails

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alexagatiss en May 02, 2023

Easier way to edit list membership

An easier way to edit list membership is necessary, when filters are not enough. We have many salespeople and we pulled a list that contains thousands of people, and has a couple hundred contacts per each salesperson. We want each salesperson t Leer más

Responder Idea Contacts & Companies Lists

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alexagatiss en May 02, 2023

Bulk edit list membership from contact index

We need a way to bulk edit list membership (remove from list) from the contacts index. I was just hoping to remove contacts from a static list! We have many salespeople and we pulled a list that contains some contacts from each person. We want e Leer más

Responder Idea Contacts & Companies Lists

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alexagatiss en May 01, 2023

Bulk edit list membership from contact index

Is there a way to bulk edit list membership from the contacts index?

Responder Conversación Contacts Lists

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alexagatiss

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May 02, 2023

@karstenkoehler Thanks for getting back to me so quickly! Is there anything else you can think of that would make it more efficient? I was loo...Leer más

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