Profile

cstaffordlena
Participant
Member since ‎Mar 5, 2019
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    11
  • Upvotes Received
    25
  • Ideas
    4

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Caitlyn Stafford

This user hasn't created a bio yet. Edit your own profile here!

Activity

cstaffordlena on May 04, 2023
Hi - we're having a lot of issue with the fact that HubSpot is logging/tracking activities (emails, calls, etc.) to deals after the deal is already closed. This makes it really hard to look back at a deal and see the relevant detail without scrollin read more
1 upvote
0 Reply
cstaffordlena on September 06, 2022
Our team would like to be able to print a copy of our sales playbooks. This would be really useful in the onboarding/training process for new sales reps, as well as be a good reference tool for existing staff. Currently, there's not a feature to pri read more
3 upvotes
1 Reply
cstaffordlena on February 11, 2022
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is dea read more
Solved
cstaffordlena on February 10, 2022
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac read more
6 upvotes
11 Replies
Participant
February 11, 2022
Thanks for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...read more
Solved
cstaffordlena on February 10, 2022
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac read more
6 upvotes
11 Replies
Participant
February 11, 2022
Thanks for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...read more
CParmenter on June 10, 2021
Associating logged calls/emails to other contacts, conpanys and deals used to be very easy. The association function was right there above the infomation. It seems a very poor 'update' that this has now been moved so you have to click a little arr read more
5 upvotes
4 Replies
Participant
June 25, 2021
Hi - I noticed this change as well and it's really annoying that it's at the bottom of email threads. So if multiple emails that aren't related to a ...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Group Hubs for cstaffordlena