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LHammons
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Member since ‎Nov 6, 2023
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Lauren Hammons

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LHammons
Participant
February 21, 2024
Reply to Ability To Add Contacts Mid-Way Through a Workflow....
Has this been updated yet? In our workflows, we have Task #1 -> Task #2 -> Task 3, but when we have a contact leave or their role changes,...read more
LHammons
Participant
December 22, 2023
Reply to Changing Lead Status While recording outcome.
I'm not sure if that is what I am looking for. I have a workflow already created, that has a branches which assigns tasks based off the contact lead ...read more
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LHammons on December 22, 2023
Changing Lead Status While recording outcome.
We recently changed to hubspot and there a process we used before that I would like to try and replicate if possible. I have created a workflow that will assign a task for a call from our sales rep, but in the task box, or the log a call box, i read more
Reply Discussion Marketing Workflows
0 upvote
3 Replies
LHammons
Participant
December 14, 2023
Reply to Filtering by Association (Primary Contact)
As of right now, I am using an association to label the primary contact for a company. Is there a better way to do it? I will have a look at the ...read more
LHammons on December 13, 2023
Filtering by Association (Primary Contact)
Hello! I have created a POC association so I can see who is the primary point of contact for a company. When sending out direct mailers or have designated campaigns running, I want to send them to the POC of the company. But now that I am able read more
Reply Discussion Professional
0 upvote
2 Replies
LHammons
Participant
November 06, 2023
Reply to How often do you clean your contacts database?
We are trying to touch base with everyone in our database every 3-6 months, and with that, the follow up calls are meant to scrub those contacts and ...read more
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