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Shae_Taylor
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Member since ‎Jun 11, 2025
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Shae Taylor

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Activity

Shae_Taylor
Participant
June 18, 2025
Reply to Store answers from Playbooks in properties
Hi @CarolinaDeMares If you have access to workflows, here's a pretty good workaround! In this example I set the trigger to be when a lead obje...read more
Shae_Taylor
Participant
June 18, 2025
Reply to Not able to filter by company properties in Tasks view.
hi @JBefurt In HubSpot, each object (tasks, contacts, companies) have it's own set of properties. Tasks don't automatically "see" or inherit p...read more
Shae_Taylor
Participant
June 18, 2025
Reply to Lead Object - What is the purpose of the Priority field?
Hi @Lee_Brewster I'd love to help you figure this out. Some additional information might help get to the bottom of this. Do you have any addit...read more
Shae_Taylor
Participant
June 18, 2025
Reply to Automatically set follow ups
Hi @HMay301 There isn't a setting that will allow you to do that currently, but if you have access to sequences you are able to build a sequence ...read more
Shae_Taylor
Participant
June 16, 2025
Reply to Exporting Form Submissions Weekly
Hi @Jenn-ASAE The two ways you listed are correct ways of giving your sales team an exported list of form submissions. You can always cre...read more
Shae_Taylor
Participant
June 16, 2025
Reply to Conversation Order in Help Desk
Oh shoot, yeah that's something that isn't introduced yet! I'd definitely reccomend submitting that as feedback through the Ideas Forum. The Help Des...read more
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