Perfil

ErinStudstill
Colaborador(a) | Parceiro Platinum
Membro desde ‎abr 23, 2018
  • Soluções
    3
  • Respostas
    8
  • Avaliações positivas dadas
    9
  • Avaliações positivas recebidas
    8
  • Ideias
    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

Atividade

ErinStudstill on Julho 08, 2022
In our HubSpot instance we are creating sales templates but it keeps creating duplicate copies. Has anyone else had this happen?
0 avaliações positivas
1 Respostas
ktfritchen on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Colaborador(a) | Parceiro Platinum
Julho 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...Leia mais
SarahRoberts on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Colaborador(a) | Parceiro Platinum
Julho 09, 2020
Is it possible on company EM that J logged her activity on the contact record only and not the company?
Solucionado
Johnachkar on Junho 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 Leia mais
0 avaliações positivas
1 Respostas
Colaborador(a) | Parceiro Platinum
Junho 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 ...Leia mais
Solucionado
ploklue on Junho 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 Leia mais
0 avaliações positivas
1 Respostas
Colaborador(a) | Parceiro Platinum
Junho 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...Leia mais
brandon98 on Junho 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 Leia mais
3 avaliações positivas
7 Respostas
Colaborador(a) | Parceiro Platinum
Junho 23, 2020
No a contact never enrolled in a sequence shows as null vs false.
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