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jsto
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Member since ‎May 15, 2019
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Jason Stowell

I am the Director of Marketing for an independent insurance broker in Colorado.

Activity

troelsfeodor on September 06, 2017
More advanced logic in contact/company/deal filters
The filters in the contact, company and deal views are too limited. We are really missing more advanced logic like you offer on Marketing Lists. E.g. OR-logic, "has never/ever been", "is before/after property".
Reply Idea Contacts & Companies Deals
44 upvotes
8 Replies
jsto
Contributor
December 13, 2019
Agreed. We need the "OR" function when filtering Deals.
Solved
jsto on September 25, 2019
Send SMS via Deal
We would like to send our leads SMS messages directly from the CRM and from the Deal, not the Contact. The Deal is where all our activity takes place and is recorded on the timeline.
Reply Discussion HubSpot Sales Calling
1 upvote
6 Replies
jsto
Contributor
December 06, 2019
Thank you @darynsmith . Are the text messages sent directly through HubSpot?
Solved
jsto on July 18, 2019
Does anyone use Code Two for email signatures?
Code Two allows one person to manage the email signatures of the entire company. Curious if anyone uses them?
Reply Discussion
1 upvote
7 Replies
jsto
Contributor
December 06, 2019
Is the system working intermittenly for emails sent via 365 also? Or just via HubSpot? Thank you in advance.
Solved
jsto on September 25, 2019
Send SMS via Deal
We would like to send our leads SMS messages directly from the CRM and from the Deal, not the Contact. The Deal is where all our activity takes place and is recorded on the timeline.
Reply Discussion HubSpot Sales Calling
1 upvote
6 Replies
jsto
Contributor
December 06, 2019
Thank you @darynsmith . Are the text messages sent directly through HubSpot?
Solved
jsto on September 25, 2019
Send SMS via Deal
We would like to send our leads SMS messages directly from the CRM and from the Deal, not the Contact. The Deal is where all our activity takes place and is recorded on the timeline.
Reply Discussion HubSpot Sales Calling
1 upvote
6 Replies
jsto
Contributor
December 06, 2019
Thank you @darynsmith . Are the text messages sent directly through HubSpot?
christourre on December 29, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. read more
Reply Idea Deals
177 upvotes
86 Replies
jsto
Contributor
September 17, 2019
We echo the desire to have "New Deal" removed when creating a new deal.
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