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cclancy
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Member since ‎Dec 28, 2016
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cclancy on April 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe read more
Reply Idea Meetings Sales Reporting
117 upvotes
59 Replies
cclancy
Member
January 17, 2018
@SimCard - Thank you very much!
cclancy on April 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe read more
Reply Idea Meetings Sales Reporting
117 upvotes
59 Replies
cclancy
Member
January 17, 2018
@SimCard - Thank you very much!
cclancy on December 12, 2017
Hubspot Messages
When using HubSpot messages, I noticed (2) things: (1) the visitor you are chatting with always shows up as "unknown" even if they are "known" in your HubSpot system and even though you request an email address from them. (2) if you happen read more
Reply Idea Conversations
1 upvote
1 Reply
natedame on February 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
Reply Idea Tasks Workflows
300 upvotes
60 Replies
cclancy
Member
September 20, 2017
Would be great if you could auto assign a task queue within a workflow vs. having to manually move a task into a queue.
cclancy on April 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe read more
Reply Idea Meetings Sales Reporting
117 upvotes
59 Replies
cclancy
Member
January 17, 2018
@SimCard - Thank you very much!
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