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Meagan
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Member since ‎Jan 29, 2019
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Meagan Hays

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Activity

veronicatavares on March 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
Reply Idea Sales Documents Sequences
151 upvotes
65 Replies
Meagan
Contributor
May 15, 2019
Still hoping this gets added. The Hubspot response from @vbrech in January does not solve the attachment issue. Thanks!
veronicatavares on March 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
Reply Idea Sales Documents Sequences
151 upvotes
65 Replies
Meagan
Contributor
May 15, 2019
Still hoping this gets added. The Hubspot response from @vbrech in January does not solve the attachment issue. Thanks!
Solved
Achim on August 29, 2018
added columns in contacts view not saved for next day
Hi, i added some columns / properties in the "standard" contact view (no new filter), which also shown. ok. BUT after switch between other saved filter views or ON THE NEXT DAY, the new added columns are dissapeard and i have to add them again. read more
Reply Discussion
0 upvote
6 Replies
Meagan
Contributor
January 30, 2019
Thank you! I must've been moving something in another instance. Have a great day!
Solved
Achim on August 29, 2018
added columns in contacts view not saved for next day
Hi, i added some columns / properties in the "standard" contact view (no new filter), which also shown. ok. BUT after switch between other saved filter views or ON THE NEXT DAY, the new added columns are dissapeard and i have to add them again. read more
Reply Discussion
0 upvote
6 Replies
Meagan
Contributor
January 30, 2019
Thank you! I must've been moving something in another instance. Have a great day!
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