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jgutfriend
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Member since ‎Mar 18, 2024
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jgutfriend
Member
September 04, 2024
Reply to Record customization cards not showing in left sidebar
Yes I created a seperate account for myself under one of these team, (its for sales teams) and when I log in with that account the proper view is not...read more
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jgutfriend on September 04, 2024
Record customization cards not showing in left sidebar
Hi guys, Our company has locations across the globe so for each country I have created record customization, with customized company cards for the left column in company records. I have assigned the correct record customization to the correct te read more
Reply Discussion Enterprise Knowledge Base
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jgutfriend
Member
March 19, 2024
Reply to Workflow branch for number of CTA's interacted with in workflow
Thanks for this. I am new to Hubspot so i'm not sure how to set up trackers or triggers in workflow like you suggest. Currently I have some branches ...read more
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jgutfriend on March 18, 2024
Workflow branch for number of CTA's interacted with in workflow
I am wondering if there is a way to create a branch at the end of a workflow that segments out anyone who clicks 3 or more CTA's within the workflow. These people would then be categorized as warm leads so I can send an internal email to our sales t read more
Reply Discussion CTAs How-To Workflows
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