Profil

ErinStudstill
Contributeur | Partenaire solutions Platinum
Membre depuis ‎avr. 23, 2018
  • Solutions
    3
  • Réponses
    8
  • Mentions J'aime ajoutées
    9
  • Mentions J'aime obtenues
    8
  • Idées
    0

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Erin Studstill

I am the Manager, Account Operations at MarketLauncher. MarketLauncher is a boutique firm providing lead development, market research and prospecting services to technology companies and professional service firms. I work primarily with HubSpot's CRM and Sales Enablement Tools. www.marketlauncher.com

Activité

ErinStudstill le Juillet 08, 2022
In our HubSpot instance we are creating sales templates but it keeps creating duplicate copies. Has anyone else had this happen?
0 Mention J'aime
1 Réponse
ktfritchen le Juillet 14, 2020
I have approximately 360 contacts whose lifecycle stage is set to Opportunity but there is no deal associated with the company/contact records. In my settings I have both Deals and Companies automated lifecycle sync turned on. Is that causing t Lire la suite
0 Mention J'aime
2 Réponses
Contributeur | Partenaire solutions Platinum
Juillet 14, 2020
Do you have companies marked as opportunities? There is a setting for contacts to update with that change. Can you send a screen shot of the histor...Lire la suite
SarahRoberts le Juillet 06, 2020
Under one company I will call it EM I cannot see any acitivity by my colleague J. She has logged calls and made notes. She can see my activity under EM, but I cannot see hers. On a second company I will call it CT I can see all activity by m Lire la suite
0 Mention J'aime
2 Réponses
Contributeur | Partenaire solutions Platinum
Juillet 09, 2020
Is it possible on company EM that J logged her activity on the contact record only and not the company?
Résolues
Johnachkar le Juin 25, 2020
Hello, we're facing a challenge during the migration from our excel sheet to the hubspot account. The "deal stage" property has the same updated stage names (property value) in the excel shee and hupsot. However after importing the contacts sheet a Lire la suite
0 Mention J'aime
1 Réponse
Contributeur | Partenaire solutions Platinum
Juin 25, 2020
Hi! Have you tried to import using the Internal ID? YOu can find it my clicking the </> symbol on the deal pipeline under settings. There is ...Lire la suite
Résolues
ploklue le Juin 24, 2020
Hi, I would like to set up a workflow that prevents users from contacting accounts that belong to someone else (have a different "contact owner"). Ideally, I would like for everyone on my team to be able to see the record, but only the owner Lire la suite
0 Mention J'aime
1 Réponse
Contributeur | Partenaire solutions Platinum
Juin 24, 2020
Hi! Not sure you need a workflow, as this is available in user settings. View Everything would allow everyone to see the record, but Communicate on...Lire la suite
brandon98 le Juin 18, 2020
What is the best way to add contacts to a list or capture them after they end a sequence. When a contact finishes a sequence but does not take action they fall into a sort of limbo. I want to make sure that I can add contacts that take no action and Lire la suite
3 Mentions J'aime
7 Réponses
Contributeur | Partenaire solutions Platinum
Juin 23, 2020
No a contact never enrolled in a sequence shows as null vs false.
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