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TCornRain
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Mitglied seit ‎Okt 12, 2021
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Tatum Cornelius

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TCornRain on November 29, 2023
Custom company ownership maximums by User Permission
Our sales team's rules of engagement limits the number of companies a rep can work at one time. In parallel, we want to make sure as many companies are actively being worked at any point in time. While working to route companies to reps th Beitrag ansehen
Antworten Idee Users & Teams & Permissions
0 Likes
0 Antwort
DenaSpoklie on März 28, 2021
Limit Company Account Number Ownership Per Sales Rep
I'm stumped on whether this can be executed upon. Currently, portal has 'Sales Enterprise' and 'Marketing Starter'. With 'Marketing Starter' this poses different limitations like list integration to workflows. (note: Marketing Professional benef Beitrag ansehen
Antworten Diskussion Enterprise
2 Likes
4 Antworten
TCornRain
Teilnehmer/-in
November 11, 2023
Has an option come about now that Operations Hub has custom code workflows?
Coupland on November 19, 2019
Meeting Links to include multiple external attendees
We currently use the Team/Group option for allowing our prospects to schedule sales demos with multiple internal employees. Often there is an external party (not an employee or HubSpot user) we would like to include in the meeting or our prospects w Beitrag ansehen
Antworten Idee Meetings
211 Likes
104 Antworten
TCornRain
Teilnehmer/-in
September 12, 2023
Any update on this feature? As others have mentioned this makes HubSpot's meeting link functionality lesser than competitors since we are not able to...Beitrag ansehen
Hal on Juni 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Antworten Idee Deals
407 Likes
154 Antworten
TCornRain
Teilnehmer/-in
August 14, 2023
SUCH a critical metric that takes way too long to back into for us to hold the team accountable to their pipeline.
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SPschools on Dezember 09, 2020
Creating a quick daily call list
Dear community, I have only been a user for 2 months now. HS is solid. I have done some campaigns and have moved companies (in our case school districts) into the deal pipe. The integration of sales, marketing and support works well. As a sa Beitrag ansehen
Antworten Diskussion Enterprise
3 Likes
6 Antworten
TCornRain
Teilnehmer/-in
August 09, 2023
Agreed - tasks are nice for some situations. But a quick list to just click and call down would be ideal for power hours with our reps. Sometimes we ...Beitrag ansehen
TCornRain on Juli 19, 2023
Follow-up on B2B NPS survey - unable to automate tasks to account owners
We are a B2B business. We leverage the Feedback tooling in our Enterprise Service Hub to send out an NPS to our main stakeholders across accounts regularly. Ideally, whenever someone fills out the survey a task would be automated for the account Man Beitrag ansehen
Antworten Diskussion Enterprise
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1 Antwort
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