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rtruncale
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Member since ‎Oct 25, 2018
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  • Upvotes Given
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  • Upvotes Received
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Richard Truncale

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ElectroScan on November 20, 2020
We would like to be able to create an internal list (of employees, not marketable contacts) that can be CC'd on each marketing email. We do not want these to be tracked nor do we want these associated with contacts as they are employees.
83 upvotes
26 Replies
Top Contributor
May 31, 2023
Seed list should allow emails to be sent to these individuals when publishing an email, but would not count towards any email engagement metrics.
CDanielson on August 03, 2017
It looks like once you adjust your columns in a list, they update the columns for all lists. It would really be helpful if we could change the columns for each list (or set a default) with the flexibility to change ad hoc.
214 upvotes
99 Replies
Top Contributor
July 29, 2022
AMAZING! Long overdue. Happy to be part of this beta. Not having saved columns for specific lists has been a huge roadblock for us. At one point we h...read more
katherineladue on February 10, 2022
You can't create a deal without a deal pipeline, and you can't map "Deal Pipeline" to anything else except Opportunity Record Type. Not everyone uses Opportunity Record Types in Salesforce, and if they do, it's not always an accurate translation to read more
13 upvotes
1 Reply
Top Contributor
July 22, 2022
We're running into this same exact issue. 500+ deals will not sync because of this.
rtruncale on March 07, 2019
When I used Eloqua in previous jobs, we were able to easily view the contacts sitting in each workflow/campaign wait step. In HubSpot, it is nearly impossible to review where the contacts sit. Sometimes my contacts go through 5-10 workflow steps bef read more
3 upvotes
8 Replies
Top Contributor
June 03, 2022
@AlMaghrib You can still view contacts and deals in workflow delays. If you just enrolled a bulk amount of contacts, you will want to give it up to...read more
ElectroScan on November 20, 2020
We would like to be able to create an internal list (of employees, not marketable contacts) that can be CC'd on each marketing email. We do not want these to be tracked nor do we want these associated with contacts as they are employees.
83 upvotes
26 Replies
Top Contributor
May 31, 2023
Seed list should allow emails to be sent to these individuals when publishing an email, but would not count towards any email engagement metrics.
rtruncale on September 02, 2021
Hello, We really need the ability to update contact properties for contacts entering a sequence. For example, we are enrolling cold leads with associated deals into sequences. If the contact completes the sequence and does not respond, we need read more
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