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AOBrien8
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Member since ‎Apr 1, 2024
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Alecia O'Brien

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AOBrien8 on November 08, 2024
Enable OR (between groups), AND (within group) in list filters
Can we get the ability to use AND (between groups) and OR (within groups) logic in list filters? Please! Would reduce the need to clone so many groups. Consider this situation: -- contacts have all of these criteria (AnD) group read more
Reply Idea Lists
1 upvote
0 Reply
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AOBrien8 on October 28, 2024
Filter for if a most recently value of a property is of a certain value.
Hi all, I'd like to be able to filter the Lifecycle field to see if it MOST recently contained ONE OF 'Marketing Qualified Lead', 'Sales Accepted Lead' or 'Sales Qualified Lead' (for example). Salesforce CRM lets you do this . Checked with read more
Reply Discussion Professional
3 upvotes
2 Replies
AOBrien8 on October 28, 2024
Filter Lifecycle field for if a most recently value is of a certain value.
I'd like to be able to filter the Lifecycle field to see if it MOST recently contained 'Marketing Qualified Lead' or 'Sales Qualified Lead' (for example). The reason we need this/would like this is because we are on Salesforce CRM. Often the read more
Reply Idea Contacts & Companies Workflows
0 upvote
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AOBrien8
Participant
October 25, 2024
Reply to Lifecycle stages - Block skipping stages?
Any advice on blocking them from skipping directly to creating an opportunity from an MQL? We use salesforce and unfortunately, I'm seeing many MQLs ...read more
AOBrien8
Participant
May 07, 2024
Reply to Is there a way to add Contact Name to the email collection after live chat times out?
This doesn't answer the OP. We can want to ask visitors for their name too, not just email address.
Solved
AOBrien8 on April 09, 2024
Scoring a file view
I need to score when a prospect views a file that I have uploaded to Files, and created a HubSpot link for. For some reason, I'm being told by Customerservice that while I can set this up in the scoring criteria as a page view, that it won't sc read more
Reply Discussion Best Practices CRM Documents File Manager Forms Marketing Professional Sales Workaround
0 upvote
3 Replies
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