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Gia
Member | Partner
Member | Partner
Member since ‎Jul 12, 2018
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Gia Reed

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Gia on February 24, 2023
Team Options - More Than One Primary Team
We have a continuing use case with more than one client who have sales teams who need to have access to shared companies - companies that are being worked by more than one salesperson. We create a shared@ or placeholder@ user to distinguish these re read more
Reply Idea Settings
4 upvotes
0 Reply
childsmd on August 24, 2018
Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
Reply Idea Contacts & Companies
131 upvotes
44 Replies
Gia
Member | Partner
June 14, 2022
Sadly, it would appear this issue had been known for a number of years but no progress has been made with the developers. As a HubSpot partner we hav...read more
Solved
Gia on March 11, 2022
Importing Call Records to Call Activity Section
Several of our clients have call records from third party lead generators that they would like to import into the calls section of the company/contact records. I am currently adding these call notes to the notes section of the records but it would b read more
Reply Discussion
0 upvote
1 Reply
Gia on November 30, 2021
Notifications to third party, non-users
Many of our clients use a third party to work some of their leads. Unfortunately notifications can only be sent to HubSpot users and there is no workaround/workflow that allows an automation so notifications can be sent to external email addresses. read more
Reply Idea User Notifications
3 upvotes
0 Reply
DiegoPI on June 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
Reply Idea Meetings
1010 upvotes
331 Replies
Gia
Member | Partner
July 12, 2018
I completely agree. Personalization is an important part of communication with clients and potential clients. Please create some personalization opt...read more
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