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schan
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Member since ‎Nov 26, 2018
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Silvia Chan

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Activity

CMaurer on March 30, 2021
Workflow Reversal
Having an option to "reverse" workflows- whatever information/data went through the workflow would be reversed back to what it was pre-workflow.
Reply Idea Workflows
4 upvotes
1 Reply
schan
Contributor
September 19, 2023
A workflow reversal would come in handy, especially when you forget to check the box to only enroll records that meet the trigger criteria after the...read more
ldyer on July 24, 2019
Customize Columns for Exporting Email Recipient Report
Hi when exporting a sent email report, is there a way to customize the columns? e.g i want to export the report with the recipients' name and company name at minimum. In order to provide the sales/executive teams with key insights (who c read more
Reply Idea Marketing Emails Marketing Reporting
21 upvotes
7 Replies
schan
Contributor
August 26, 2019
This option would be extremely useful. Even if the report's columns aren't customizable yet, adding the First Name, Last Name and Company Name would ...read more
Solved
the_emily_b on June 02, 2017
Log activity for sales rep, not me
I want to log a meeting in a deal on behalf of a sales rep. Can this be done? When I try to log a previous meeting now, it says I had the meeting. I need the credit to go towards the sales rep. Thanks!
Reply Discussion
16 upvotes
4 Replies
schan
Contributor
November 26, 2018
We would like this option as well! Another scenario: our admin HubSpot users are being asked to help the executives they support log activity and no...read more
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