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beckyschaen
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Member since ‎Apr 27, 2017
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Becky Schaen

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beckyschaen
Participant
July 24, 2018
Reply to Upgraded Zapier zap(s) functionality to include timeline event creation
@jxlio THANK YOU! This is a huge help. Any chance you know how to add a return in a note? For example, I want the webhook to send it in multiple...read more
beckyschaen on November 16, 2017
Reminder emails for overdue tasks
Our users using Hubspot CRM free and Sales need the ability to receive a reminder email for overdue tasks. As sales people, they are very busy and the original reminder email gets lost in their inboxes and they often forget about their tasks. If read more
Reply Idea Tasks
87 upvotes
19 Replies
beckyschaen
Participant
August 09, 2017
Reply to Better User Management
This doesn't resolve much for us. If we are using teams to control our user permissions, we need to be able to assign a team member to more than one ...read more
beckyschaen
Participant
June 26, 2017
Reply to Prevent CC'd email addresses from being created as contacts
Our sales team has expressed this complaint on numerous occasions as well.
beckyschaen
Participant
June 22, 2017
Reply to Better User Management
We are interested in controlling what a user can see on a more granular level. We don't want reps to be able to see each other's contacts, but we hav...read more
beckyschaen
Participant
June 22, 2017
Reply to Deal Criteria Checklist
This is something that we are currently looking to do as well. Many of our steps don't happen in order, so it doesn't make sense to include it as par...read more
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