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rtruncale
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Member since ‎Oct 25, 2018
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    13
  • Upvotes Given
    80
  • Upvotes Received
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Richard Truncale

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ElectroScan on November 20, 2020
Ability to create an internal seed list to include on marketing sends without creating contacts
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.
Reply Idea Marketing Emails
77 upvotes
23 Replies
rtruncale
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
Ability to change columns for each list
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.
Reply Idea Lists
214 upvotes
99 Replies
rtruncale
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
Stop automatically mapping Salesforce Opportunity Record ID to Deal Pipeline
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
Reply Idea Salesforce Connector
13 upvotes
1 Reply
rtruncale
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
View Contacts or Deals in WaitSteps
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
Reply Idea Workflows
3 upvotes
8 Replies
rtruncale
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
Ability to create an internal seed list to include on marketing sends without creating contacts
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.
Reply Idea Marketing Emails
77 upvotes
23 Replies
rtruncale
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
More Sequence Options
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
Reply Idea Contacts & Companies Deals Sequences
2 upvotes
0 Reply
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