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MeganReid
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Miembro desde ‎jul 11, 2018
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Megan Reid

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MeganReid en Febrero 21, 2024
HELP! - Custom Coded Workflow Actions
Hi everyone! Hoping there's someone smarter than I, who can assist with this. Read my situation below: We are college that uses HubSpot to assign new lead inquiries to one of three sales team members on a rotation. As of Jan 1, one sales me Leer más
Responder Conversación Workflows
0 Me gusta
3 Respuestas
MeganReid
Participante
Febrero 26, 2024
Hi Jaycee! Thanks for your reply and helpful tips, much appreciated. At this point, I have resorted to ChatGPT to write the base of the code. Hop...Leer más
MeganReid en Febrero 21, 2024
HELP! - Custom Coded Workflow Actions
Hi everyone! Hoping there's someone smarter than I, who can assist with this. Read my situation below: We are college that uses HubSpot to assign new lead inquiries to one of three sales team members on a rotation. As of Jan 1, one sales me Leer más
Responder Conversación Workflows
0 Me gusta
3 Respuestas
MeganReid
Participante
Febrero 26, 2024
Hi Jaycee! Thanks for your reply and helpful tips, much appreciated. At this point, I have resorted to ChatGPT to write the base of the code. Hop...Leer más
brkn en Agosto 01, 2018
Dedicated Display/Area for Custom Group Properties on Records
As of now, custom properties are only added to the "about" section of a contact record. I'm suggesting that either: 1. Adding the ability to create group properties and display them in their own reorderable "display card/widget" (as you can wi Leer más
Responder Idea Contacts & Companies Deals
39 Me gusta
18 Respuestas
MeganReid
Participante
May 01, 2019
OMG YES! Please create this! I had the same frustration after spending a ton of time creating a new property group, expecting it would appear as...Leer más
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rajesh en May 02, 2017
New Property Group
Hi, I am new to HubSpot and need help! I have created a new property group for companies and added properties to it however i am not able to view the newly created property group within any company profile! How can i make this property Leer más
Responder Conversación
0 Me gusta
8 Respuestas
MeganReid
Participante
May 01, 2019
I had the same frustration after spending a ton of time creating a new property group, expecting it would appear as a NEW collapsible section on the ...Leer más
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Smoot328 en Octubre 25, 2018
Can I change property groups that appear on contact and deal detail pages?
Is it possible to add/remove Property groups from the contact/company/deal detail pages?
Responder Conversación
2 Me gusta
3 Respuestas
MeganReid
Participante
May 01, 2019
I looked into this after I had spent a ton of time creating new contact property groups, that I assumed would be able to be collapsible sections on t...Leer más
Babel_Gem en Junio 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n Leer más
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 Me gusta
91 Respuestas
MeganReid
Participante
Julio 11, 2018
Hi Hubspot team, please consider making this feature more of an off/on situation where users can dictate whether the CC'd email becomes a contact or ...Leer más
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