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challhall
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Jun 21, 2019
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Craig Hall

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challhall
Member | Platinum Partner
October 12, 2022
Reply to Customization in the Customer Portal
This is something that we really need to have in place to really add value to customers. 2 way communication is good start but it is lacking. Is the...read more
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challhall on September 02, 2022
Make Attachments for forms more inline with best practices-
If you watch this video you will see that it is not intuitive to adding multiple files in HubSpot forms associated with the customer portal. This video outlines the issue: https://d.pr/v/HI7lmv If it worked the way the file attachment wor read more
Reply Discussion
12 upvotes
2 Replies
challhall
Member | Platinum Partner
February 18, 2022
Reply to Start a sequence on behalf of another HS user
Awesome. I'm going to definitely try that. We've been really limping along not having this functionality in place for sales support users to support t...read more
challhall
Member | Platinum Partner
February 18, 2022
Reply to Start a sequence on behalf of another HS user
So if I understand this correctly we can use CRM Automator to create a task that then essentially leverages an automation to enroll a contact that is ...read more
challhall
Member | Platinum Partner
September 04, 2020
Reply to Email integration for Microsoft Exchange
I was hoping to get access to the Meeting Links portion of this. I don't seem to have an option to use Exchange to connect the calendar for meeting ...read more
challhall
Member | Platinum Partner
September 04, 2020
Reply to Email integration for Microsoft Exchange
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