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[New User Request]: Nieves Castro #369

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vykster opened this issue Nov 16, 2023 · 4 comments
Open
2 of 5 tasks

[New User Request]: Nieves Castro #369

vykster opened this issue Nov 16, 2023 · 4 comments
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new-user New user request for Hubspot

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@vykster
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vykster commented Nov 16, 2023 •
edited by AnthonyRollins
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Email address

[email protected]

Full name

No response

What do you I want to do in Hubspot

  • Email contacts at transit agencies
  • Batch email contacts from multiple agencies
  • Access a Deals pipeline (payments, data assessments, etc.)
  • Respond to support tickets
  • Not sure

Do you need training on how to use Hubspot?

None
@vykster vykster added the new-user New user request for Hubspot label Nov 16, 2023
@vykster
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vykster commented Nov 16, 2023

has meet Gillian, would like a crash course Cal-ITP 101 type presentation.

@AnthonyRollins AnthonyRollins changed the title [New User Request]: [New User Request]: Nieves Castro Nov 21, 2023
@AnthonyRollins
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Sent an email with Nieves to setup a call with him.

@AnthonyRollins
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Meeting setup in January

@AnthonyRollins AnthonyRollins moved this from Todo to In Progress in Customer Success Dec 18, 2023
@AnthonyRollins AnthonyRollins moved this from In Progress to Paused in Customer Success Dec 19, 2023
@AnthonyRollins
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Met with them, looking to get Joshua Pulverman a login to Hubspot.

@AnthonyRollins AnthonyRollins removed their assignment Mar 12, 2024
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new-user New user request for Hubspot
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Status: Paused
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@vykster @AnthonyRollins