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marshall_parr
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Marshall Parr

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marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm Beitrag ansehen
Antworten Diskussion Deals Sequences Workflows
0 Likes
5 Antworten
marshall_parr
Teilnehmer/-in
November 18, 2022
That's really useful to know, thanks Karsten.
Gelöst
marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm Beitrag ansehen
Antworten Diskussion Deals Sequences Workflows
0 Likes
5 Antworten
marshall_parr
Teilnehmer/-in
November 18, 2022
That's really useful to know, thanks Karsten.
Gelöst
marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm Beitrag ansehen
Antworten Diskussion Deals Sequences Workflows
0 Likes
5 Antworten
marshall_parr
Teilnehmer/-in
November 18, 2022
That's really useful to know, thanks Karsten.
Alexi_Leimbach on Oktober 28, 2021
Save list performance report over time to Dashboards
The only way to see how a list has increased or decreased in size is to go to the individual list performance area. But we cannot save the report or add it to a dashboard. It would be great to not only save that report but then take it a step farthe Beitrag ansehen
Antworten Idee Analytics Tools Dashboards & Reports Lists Marketing Reporting Sales Reporting
9 Likes
10 Antworten
marshall_parr
Teilnehmer/-in
Juni 21, 2022
Agreed, this needs to be implemented.
noah on Juni 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Antworten Idee Sales Email Extensions & Add-Ins Snippets & Templates
229 Likes
93 Antworten
marshall_parr
Teilnehmer/-in
März 14, 2022
Can't believe this is still an issue! I found a workaround that worked - Overwrite the templates they did have access to, with the content of the...Beitrag ansehen
EvaDixon on August 14, 2018
Option to enable/disable attachments saving to Companies/Contacts
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta Beitrag ansehen
Antworten Idee Contacts & Companies
80 Likes
38 Antworten
marshall_parr
Teilnehmer/-in
Dezember 30, 2019
As above, we need a solution to this.
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