Member since ‎Aug 10, 2023
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Angela Sarno

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AngelaRose on February 08, 2024
CRM Manager The CRM manager’s primary responsibility is to oversee and maintain the company's CRM system (Hubspot) in coordination with the marketing, sales, customer success, and support/operations teams. In this role, you will be relied up read more
abbyghattas on December 31, 2019
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
37 Replies
October 06, 2023
We have a partner playbook, and the partner manager would like a notification when a playbook is completed. This functionality would also be useful more
JessicaReed on September 23, 2019
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
94 Replies
August 10, 2023
pretty please prioritze! we waste SO MUCH TIME sorting through attachments. This would bring value in time saved AND keep us from having to more
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