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HammockWeb
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Member since ‎Apr 30, 2017
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HammockWeb on April 05, 2024
Create New Contacts From Existing
Many times I'll be speaking with a contact and he'll mention a colleague that I should speak with or I simply discover another person in the same company I need to add to my CRM. There should be an easy way (e.g. button) to create new contact using read more
Reply Discussion Contacts CRM
1 upvote
7 Replies
HammockWeb
Member
April 05, 2024
Oh, I see. Thanks for clarifying. Yes, I believe the thread you pointed out is the same idea. I’m just a little confused though. If you don’t work at...read more
J-Ten-Eyck on January 28, 2019
Clone Contacts
Posted on behalf of customer: I use Hubspot as a guide for making sales telephone calls. Frequently, I will reach a person on the telephone, who tells that me someone else in his company is a better point of contact. Everything in the first p read more
Reply Idea Contacts & Companies
60 upvotes
41 Replies
HammockWeb
Member
April 05, 2024
Yes, I've thought of creating this ticket many times, until just now finding that this idea has already been suggested. Programmatically, it is not d...read more
Solved
HammockWeb on April 05, 2024
Create New Contacts From Existing
Many times I'll be speaking with a contact and he'll mention a colleague that I should speak with or I simply discover another person in the same company I need to add to my CRM. There should be an easy way (e.g. button) to create new contact using read more
Reply Discussion Contacts CRM
1 upvote
7 Replies
HammockWeb
Member
April 05, 2024
Oh, I see. Thanks for clarifying. Yes, I believe the thread you pointed out is the same idea. I’m just a little confused though. If you don’t work at...read more
Solved
HammockWeb on April 05, 2024
Create New Contacts From Existing
Many times I'll be speaking with a contact and he'll mention a colleague that I should speak with or I simply discover another person in the same company I need to add to my CRM. There should be an easy way (e.g. button) to create new contact using read more
Reply Discussion Contacts CRM
1 upvote
7 Replies
HammockWeb
Member
April 05, 2024
Oh, I see. Thanks for clarifying. Yes, I believe the thread you pointed out is the same idea. I’m just a little confused though. If you don’t work at...read more
argometrix on February 04, 2021
Add view by folder to select email templates in Email Box
When sending an email to a contact from inside the contact record, the email box offers options to select Templates, Sequences, Documents, Meetings, and Quotes. However, after selecting Templates, the user has to scroll thru many pages if there are read more
Reply Idea Contacts & Companies
4 upvotes
4 Replies
HammockWeb
Member
February 29, 2024
BTW, if you do have a few common emails you use often, there is a little hack that makes accessing them a little easier. You can prepend the email na...read more
argometrix on February 04, 2021
Add view by folder to select email templates in Email Box
When sending an email to a contact from inside the contact record, the email box offers options to select Templates, Sequences, Documents, Meetings, and Quotes. However, after selecting Templates, the user has to scroll thru many pages if there are read more
Reply Idea Contacts & Companies
4 upvotes
4 Replies
HammockWeb
Member
February 29, 2024
BTW, if you do have a few common emails you use often, there is a little hack that makes accessing them a little easier. You can prepend the email na...read more
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