Profile

KateElizabeth
Contributor
Member since ‎Mar 30, 2018
Message
  • solutions
    0
  • Replies
    13
  • Upvotes Given
    24
  • Upvotes Received
    30
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Kate Tarrillion

This user hasn't created a bio yet. Edit your own profile here!

Activity

KateElizabeth on July 18, 2023
Provide option of e-signature or print and sign on quotes
Provide option of e-signature or print and sign on quotes. Is there a reason that when we send quotes, that the salesperson has to choose whether or not the customer has to choose to e-sign or print and sign? I wonder if it'd be possible for the sal read more
Reply Idea Products and Quotes
0 upvote
0 Reply
KateElizabeth on June 16, 2022
Choose which form(s) create a contact record
It would be helpful for the forms to have an option in the form itself, to choose wheter or not the form(s) submissions will create contact records. Currently, I believe it is a global setting having the acct admin choose either all or none. Thanks! read more
Reply Idea Forms
0 upvote
0 Reply
KateElizabeth on June 16, 2022
Choose which form(s) create a contact record
It would be helpful for the forms to have an option in the form itself, to choose wheter or not the form(s) submissions will create contact records. Currently, I believe it is a global setting having the acct admin choose either all or none. Thanks! read more
Reply Idea Contacts & Companies Forms
0 upvote
0 Reply
Msyvrais on September 02, 2021
Bulk assign tasks to contact owner from list view
Being able to bulk assign tasks to employees from the list view (example - these emails are bounced please review) then assign to contact owner!
Reply Idea Contacts & Companies Lists
7 upvotes
2 Replies
KateElizabeth
Contributor
June 16, 2022
YES please:) I've been meaning to post this idea for a year lol! For example, it'd be great if I upload a lead list from a trade show, and can assign...read more
Solved
IGI on April 01, 2019
Link Deals to Campaigns
For those using both the marketing and sales platforms, why isn't there a clear way to link a deal back to a campaign? It seems like it should be obvious in linking marketing efforts to sales deals.
Reply Discussion Campaign Analytics
32 upvotes
15 Replies
KateElizabeth
Contributor
March 15, 2021
One reason I can come up with is as far as my company is concerened, is that if, for example, a customer clicks on an email, and maybe then attends a...read more
Solved
GaryTesta on October 15, 2020
Document Download Tracking - How to do it right?
We have an extensive library of downloadable PDF documents. Things like datasheets, technical briefs, system models, etc. Today we ask for name, email address and an area of interest as well as if the are ok with us pushing out our news letters an read more
Reply Discussion Documents File Manager Forms Professional
5 upvotes
6 Replies
KateElizabeth
Contributor
January 19, 2021
We have Sales Hub Pro and Marketing Hub Starter and want to create tracked links to share documents without having to put an email address. Is there ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.