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KateElizabeth
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Member since ‎Mar 30, 2018
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  • Upvotes Given
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  • Upvotes Received
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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
3 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
23 upvotes
10 Replies
CDodd
Participant
June 01, 2022
The campaign analytics tool under reports > analytics tool is great - but how do you add this to a dashboard?
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
3 upvotes
5 Replies
MoreLeadsPlz
Participant
March 04, 2022
What an amazing workaround GaryTesta. At 200 pieces of gated content, I think most people would have just made a business case to buy a CMS like Ube...read more
Solved
schwami on October 25, 2019
How to share a document link without needing to provide email addresses
I want to create a shareable link for a document but don't yet know who will click on it. Hubspot asks me to incude an email address for the person who will click on it. Do I need the email address of every person who will click on it or can I just read more
Reply Discussion Documents
0 upvote
4 Replies
Rokkas
Participant
April 05, 2022
Where is the example of HOW to actually do it?
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