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hollyearly
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Member since ‎Aug 8, 2019
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  • Upvotes Given
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Holly Early

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Activity

GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
208 upvotes
55 Replies
hollyearly
Participant
October 27, 2023
PLEASE implement this. For the cost of the service, this should already been in place. This is the only way without clicking in to every single accou...read more
hollyearly on October 01, 2020
Add Meeting Duration into a report that's visible to users
Ideally, we'd like to be able to see the amount of time users are spending in logged meetings throughout the day. At this point, the only way to find out those time it's to physically click into each meeting. It would be very convenient and bene read more
Reply Idea Analytics Tools
147 upvotes
40 Replies
Solved
devon42 on November 13, 2019
Workflow based off Deal Date Property
Hello - I am trying to create a workflow based off of a date at the deal property. From what I can tell, HubSpot only allows a date centered workflow at the contact level. This is what I'm trying to accomplish: Send a follow up email 60 days aft read more
Reply Discussion Workflows
17 upvotes
30 Replies
hollyearly
Participant
August 27, 2020
I am trying to set up a workflow based off a custom field titled "end date" to where I want it to create a task 120 days BEFORE that scheduled end da...read more
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