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Patti_R
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Member since ‎Apr 1, 2025
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Patti Radford

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Patti_R on June 19, 2025
Gainsight integration
Hi! Not sure if this is the right board for this? We are a SaaS company whose sales team manages net new deals and customer success team manages our customer activities, including deals with existing customers (renewals, upsell with existing custome read more
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Patti_R
Participant
June 13, 2025
Reply to Should I delete contact records to remove internal emails?
@karstenkoehler You are a lifesaver, thank you very much! I appreciate the quick response so I can get this fixed. 🙏
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Patti_R on June 13, 2025
Should I delete contact records to remove internal emails?
Hi all, We implemented Hubspot 4/1 but we did not include our internal email domain from the never log list. All of our internal employees now have contact records and many of their internal emails are logged in the system. I added our email domain read more
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Patti_R
Participant
May 23, 2025
Reply to Adding Teams number for outbound calling
Thanks @ScottPennwood ! Appreciate the response. Yeah, I did see that article. I ended up adding my number for outbound calling only and testing it...read more
Patti_R
Participant
May 21, 2025
Reply to Emails triggered by workflow not being received by some users
Thanks @karstenkoehler !
Patti_R
Participant
May 21, 2025
Reply to Emails triggered by workflow not being received by some users
Great question! It's showing they were successful - to both the users who did get the emails and the ones who didn't.
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