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CPI-Office
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Member since ‎Jul 26, 2024
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CPI Office

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CPI-Office
Participant
August 14, 2024
Reply to Create filter for Companies without an open task
And the opposite... be able to see all companies that have an open task.
CPI-Office
Participant
August 14, 2024
Reply to Personalization tokens in tasks created in bulk on selected records
There are SO many things I'm finding like this in HubSpot. They claim "easy to use" then ignore things like this and things like being able to creat...read more
CPI-Office
Participant
August 07, 2024
Reply to Viewing all activity for a user
This must be old information. I do not see a "Sales Performance" in the list of standard reports I can add to a dashboard.
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