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NQuateman
(He/him)
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Member since ‎Apr 1, 2024
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Neil Quateman

I provided software consulting services to law firms for several decades. I have retired from consulting and am managing some other business interests. My interest in HubSpot is having a cloud based ability primarily to manage contacts, notes, and meetings.

Activity

Solved
NQuateman on April 17, 2024
Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I'd like to have that behavior read more
Participant
April 19, 2024
I'm going to give the Association approach a try and see how it goes. Thanks for the idea.
Solved
NQuateman on April 17, 2024
Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I'd like to have that behavior read more
Participant
April 19, 2024
I'm going to give the Association approach a try and see how it goes. Thanks for the idea.
Solved
NQuateman on April 17, 2024
Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I'd like to have that behavior read more
Participant
April 19, 2024
I'm going to give the Association approach a try and see how it goes. Thanks for the idea.
Solved
NQuateman on April 17, 2024
Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I'd like to have that behavior read more
Participant
April 19, 2024
I'm going to give the Association approach a try and see how it goes. Thanks for the idea.
J-Ten-Eyck on January 28, 2019
Posted on behalf of customer: I use Hubspot as a guide for making sales telephone calls. Frequently, I will reach a person on the telephone, who tells that me someone else in his company is a better point of contact. Everything in the first p read more
64 upvotes
44 Replies
Participant
April 13, 2024
I'm new to HubSpot and had the same reaction as others did about a CRM that couldn't copy a contact, asking myself "how could that be?" And this thr...read more
Solved
NQuateman on April 02, 2024
I've just started looking at HubSpot, and am currently using the free version. I am interested in syncing my Outlook contacts into HubSpot on a two-way sync. I have reviewed the following article. https://app.hubspot.com/ecosystem/40070932/mark read more
0 upvote
2 Replies
Participant
April 03, 2024
Thanks, I'll give Operations Hub a try and see how it goes.
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