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charliepinker
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Member since ‎Jul 18, 2018
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Charlie Pinker

I do Customer Success and Operational stuff for startup and early stage SaaS companies.

Activity

charliepinker
Contributor
February 19, 2025
Reply to Marketing Emails for Non-Primary Companies
Same here; really need this. The automated email needs to be passed the company that was enrolled, and take the data from that company, rather than i...read more
charliepinker
Contributor
February 19, 2025
Reply to Allow personalisation tokens for associated objects with multiple assocaitons
I also require this for our use of Hubspot. We have contacts that can be the primary contact for multiple companies. We automate various emails to ou...read more
charliepinker
Contributor
February 19, 2025
Reply to Turning off the AI-suggestions
I have this issue too - I'm highlighting text and literally can't see where the cursor is because of the "Refine" button. Very poor implementation re...read more
charliepinker
Contributor
March 28, 2024
Reply to Grouping of Property Values in Custom Reports
I have this requirement too. Let's say I want to view a pie chart of the different plans our customers on. But let's also say that I can group some p...read more
charliepinker
Contributor
March 06, 2024
Reply to Set Association Labels On Records via a Workflow
Adding my vote. Indirectly related - association labels still don't seem fully-baked - it still doesn't provide a solution to the question "how d...read more
charliepinker
Contributor
May 16, 2023
Reply to Need to bulk associate Activities with a Deal
Same here. If I want to associate emails already logged, with a newly created deal, I have to do each one manually. A better solution would be fo...read more
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