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dorecchio
Contributor | Platinum Partner
Contributor | Platinum Partner
Member since ‎May 26, 2017
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  • solutions
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  • Replies
    9
  • Upvotes Given
    21
  • Upvotes Received
    65
  • Ideas
    4

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Dave Orecchio

Business Growth Advisor Helping Business Leaders Meet Changing Buyer Demands with Inbound Sales and Inbound Marketing. Hubspot Partner.

Activity

jmh117 on November 30, 2020
Sales Documents in Marketing Emails
Is there a way to dynamically link to a sales document in a "marketing" email? Right now I can create the link and add it to our automated email that is part of our sales process, but I'm the one who gets the notification that someone clicked the li read more
Reply Discussion Professional
3 upvotes
5 Replies
dorecchio
Contributor | Platinum Partner
September 19, 2023
This functionality is a no-brainer and should be supported. Marketing emails are one to one and the system should be able to generate a unique link f...read more
Solved
MKainu on January 05, 2023
Is There a Way to Create Team Permissions?
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save read more
Reply Discussion How-To Knowledge Base Professional
2 upvotes
8 Replies
dorecchio
Contributor | Platinum Partner
April 25, 2023
Hi @Dan I added it to this post in the ideas forum .
dorecchio on April 25, 2023
Allow Enterprise Companies to connect permission sets to teams
Hi, I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them. Normally I create the permission sets and then the teams in the organization. This helps us read more
Reply Idea Users & Teams & Permissions
1 upvote
1 Reply
Solved
MKainu on January 05, 2023
Is There a Way to Create Team Permissions?
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save read more
Reply Discussion How-To Knowledge Base Professional
2 upvotes
8 Replies
dorecchio
Contributor | Platinum Partner
April 25, 2023
Hi @Dan I added it to this post in the ideas forum .
Solved
MKainu on January 05, 2023
Is There a Way to Create Team Permissions?
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save read more
Reply Discussion How-To Knowledge Base Professional
2 upvotes
8 Replies
dorecchio
Contributor | Platinum Partner
April 25, 2023
Hi @Dan I added it to this post in the ideas forum .
Emily_ on December 31, 2019
Set a team to be company/contact owner
We're having issues with giving permissions for team owned contacts. Our company is quickly expanding and we're increasing the number of teams we have. If the person set to own all the contacts changes team, all the contacts need to be reassigned to read more
Reply Idea Contacts & Companies
5 upvotes
2 Replies
dorecchio
Contributor | Platinum Partner
April 06, 2023
I agree with this requirement as well. Please implement this feature.
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