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grant_growup
Participant | Partner
Member since ‎May 4, 2017
  • solutions
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  • Replies
    4
  • Upvotes Given
    9
  • Upvotes Received
    6
  • Ideas
    0

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Grant Leishman

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Activity

Solved
grant_growup on August 22, 2022
I want to be able to create a dynamic list of people that have viewed a sales document. I am sure this is basic functionality and I am just missing it somewhere. Thanks
1 upvote
3 Replies
Participant | Partner
August 23, 2022
Done thanks
kbialy on January 29, 2018
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
269 upvotes
98 Replies
Participant | Partner
August 22, 2022
This is a very important tool. Disappointing to see the last update was in 2020. Hopefully someone is still looking into this, I can't believe its th...read more
Solved
grant_growup on August 22, 2022
I want to be able to create a dynamic list of people that have viewed a sales document. I am sure this is basic functionality and I am just missing it somewhere. Thanks
1 upvote
3 Replies
Participant | Partner
August 23, 2022
Done thanks
Solved
grant_growup on August 22, 2022
I want to be able to create a dynamic list of people that have viewed a sales document. I am sure this is basic functionality and I am just missing it somewhere. Thanks
1 upvote
3 Replies
Participant | Partner
August 23, 2022
Done thanks
Solved
asgJim on April 14, 2017
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa read more
1 upvote
10 Replies
Participant | Partner
August 16, 2022
We would also want to have the contact owner field available as a form field. Our use case is to have it as a hidden field so that we have it as ...read more
Jari on July 16, 2020
As of now, when using the page view filter in a list or workflow, it is not possible to filter based on the UTM parameters of the URL that a contact visited. This is because Hubspot strips the UTM parameters from its records of a contact's visited U read more
33 upvotes
9 Replies
Participant | Partner
August 05, 2022
This would be realy useful. We provide QR codes to our independent reps, each with a UTM code. We can track created contacts as we can get the so...read more
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