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hshafter
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Member since ‎Mar 17, 2017
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  • solutions
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  • Replies
    4
  • Upvotes Given
    22
  • Upvotes Received
    50
  • Ideas
    1

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hshafter
Participant
January 16, 2020
Reply to Workflow based off Deal Date Property
Thanks for posting this suggestion. I also need to be able to create a workflow based on a deal date property. We do so much before and after projec...read more
hshafter on September 29, 2017
How to make Workflows easier to edit: Clone and move workflow actions
Hi, I have a suggestion for making workflows easier to edit. Once a workflow is created, it would be great to be able to cut, copy, and "drag & drop" items. For example, I might want to create the same task to be repeated with a waiting read more
Reply Idea Workflows
39 upvotes
26 Replies
hshafter
Participant
July 18, 2017
Reply to Enter 2 email addresses for a contact
Great!! Glad it worked. : )
hshafter
Participant
July 18, 2017
Reply to Enter 2 email addresses for a contact
Hi IanRayner, Thanks for that info and great to know! I suppose given the limitations of the CRM, it really cuts down on manual labor to triple-che...read more
hshafter
Participant
July 18, 2017
Reply to Export Persona Profiles
Great idea! I am using HubSpot Email Marketing Planner and will be creating a new tab for each persona. Having all the personas viewable on a spreads...read more
hshafter
Participant
July 18, 2017
Reply to Enter 2 email addresses for a contact
It appears that this issue may have been resolved. Now, when I merge 2 emails into 1 contact, it retains the second email. The test will be whether H...read more
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