I hit a major project waypoint/goal on a product we're developing to extend the HubSpot CRM. One step closer to changing the way Sales Professionals access and utilize crucial qualitative information in their outreach and prospecting processes!
I have been searching for ways to get a weekly list exported and sent to internal users via email. An awesome member helped me figure out how to build a custom report and pull that report into a dashboard for which I can set up a recurring email and send to internal users 🙂
Oh wow! That sounds like an amazing Hubspot Hack! Do you have a quick vidyard video to share about what this looks like? I'd love to share with other Hubspot Lions!
Entrepreneurial Operating System (EOS) #BOOM We're working on ours all month long. Are you doing yours? Our goal in creating the EOS is to better guide our clients and staff in working with us because we have it.
