New User - Katrina Kaiser (Caltrans)

cal-itp / customer-success

Customer service and CRM tasks and related code

2 stars 1 forks source link

New User - Katrina Kaiser (Caltrans) #154

Closed KatrinaMKaiser closed 2 years ago

KatrinaMKaiser commented 2 years ago

Email address

katrina.kaiser@dot.ca.gov

Full name

Katrina Kaiser

What do you I want to do in Hubspot

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

Do you need training on how to use Hubspot?

Yes

AnthonyRollins commented 2 years ago

Invite link sent. For training on Hubspot, feel free to pick a time on my calendar. You can also send your calendar to me, and I can find a time for us. Let me know if you have any questions.

AnthonyRollins commented 2 years ago

@KatrinaMKaiser Checking in if you want to do a Hubspot training, feel free to pick a time on my calendar.