• Live group demo of Marketing Hub + Data Agent

    Standardize reporting, reduce manual work, and introduce AI without cleanup

    Join us on March 12
  • Ready to build your local HubSpot community?

    HUG leaders host events, spark connections, and create spaces where people learn and grow together.

    Become a HUG Leader

Profile

rnelson
Contributor
Member since ‎Jul 13, 2018
Message
  • solutions
    0
  • Replies
    7
  • Upvotes Given
    26
  • Upvotes Received
    6
  • Ideas
    -1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Richmond Nelson

This user hasn't created a bio yet. Edit your own profile here!

Activity

rnelson
Contributor
April 27, 2023
Reply to Adding the Pinned notes and current tasks to the overview tab
YES - The biggest thing missing from the Overview tab is Notes
rnelson
Contributor
October 27, 2020
Reply to Internal emails sent from deal workflow
Would also love the ability to pull in cross-object tokens in the internal email notification.
rnelson
Contributor
September 22, 2020
Reply to Continue the Conversation: Work Your Workflows
I believe form responses are saved as contact properties so you could just set your workflow based on those fields.
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Group Hubs for rnelson
See all