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JCohn
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Member since ‎May 16, 2024
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Joshua Cohn

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Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
531 upvotes
159 Replies
Member
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
EJensen on August 25, 2021
You should be able to tag a certain contact (or multiple) as the POC/primary contacts for deals. Why? When I prospect contacts, I sometimes add up to 15 contacts to a Company Record. Yes, once I create a deal, I don't have to include all of the read more
9 upvotes
10 Replies
Member
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
taylorfriss on April 05, 2018
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
193 upvotes
48 Replies
Member
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
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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