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TCornRain
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Membre depuis ‎oct. 12, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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TCornRain le Novembre 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 Lire la suite
Répondre Idée Users & Teams & Permissions
0 Mention J'aime
0 Réponse
DenaSpoklie le Mars 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 Lire la suite
Répondre Discussion Enterprise
2 Mentions J'aime
4 Réponses
TCornRain
Participant
Novembre 11, 2023
Has an option come about now that Operations Hub has custom code workflows?
Coupland le Novembre 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 Lire la suite
Répondre Idée Meetings
211 Mentions J'aime
104 Réponses
TCornRain
Participant
Septembre 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...Lire la suite
Hal le Juin 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!!
Répondre Idée Deals
408 Mentions J'aime
154 Réponses
TCornRain
Participant
Août 14, 2023
SUCH a critical metric that takes way too long to back into for us to hold the team accountable to their pipeline.
Résolues
SPschools le Décembre 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 Lire la suite
Répondre Discussion Enterprise
3 Mentions J'aime
6 Réponses
TCornRain
Participant
Août 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 ...Lire la suite
TCornRain le Juillet 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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
1 Réponse
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