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JCohn
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Member since ‎May 16, 2024
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Joshua Cohn

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Participant
June 24, 2024
Vote for this too - would love to be able to add pre-filled Notes that act as template for reps at different Deal stages
Participant
June 18, 2024
Would be super valuable for us as well - we have automations that go out to Contacts in a Deal to ask for Clutch reviews or provide invitations to ev...read more
Participant
June 17, 2024
We have assistants who schedule meetings for our creative team - and who help manage client comms / reschedules as well. Problem is - since the assi...read more
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JCohn on June 16, 2024
The Proposify <> HubSpot integration will automatically create a note each time a prospect views a proposal. It's cool to know a prospect viewed it maybe once, but spamming the notes section 30+ times as prospects reference their Proposal dur read more
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