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BBarnes2511
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Member since ‎Oct 18, 2018
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Billy Barnes

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Activity

monmc on May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. read more
Reply Idea Integrations Meetings
103 upvotes
70 Replies
BBarnes2511
Participant
July 21, 2020
Recently Hubspot made a change so that if I edit notes on a booked meeting it alerts the participant/prospect and syncs to the calendar invite. I can...read more
BBarnes2511 on June 22, 2020
Filter Target Accounts by Owner
As a sales manager, I would like to see metrics on how many target accounts with open deals there are BY OWNER. Right now when you filter target accounts by owner the denominator is still TOTAL target accounts. It would be helplful to know percentag read more
Reply Idea Dashboards & Reports
4 upvotes
2 Replies
Solved
007Dan on August 16, 2019
Historical Pipeline Reporting
Can you report on previous months pipeline? I am looking to show pipeline trends.
Reply Discussion Sales Content Analytics
7 upvotes
6 Replies
BBarnes2511
Participant
May 11, 2020
Really need this simple feature. Filtering out a historical pipeline by create date or close date is not helpful in this case. Would need a property ...read more
noah on June 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
229 upvotes
93 Replies
BBarnes2511
Participant
June 05, 2019
Not being able to do this is very limiting
Solved
BBarnes2511 on March 13, 2019
Filtering contacts by company annual revenue
Annual Revenue is a property under companies. Does anyone know how to filter a list of Contacts by Company Annual Revenue?
Reply Discussion Companies Contacts
0 upvote
3 Replies
BBarnes2511
Participant
March 13, 2019
Thanks for your help. I am using sales Pro. What do you mean by "Smart List"?
Solved
BBarnes2511 on March 13, 2019
Filtering contacts by company annual revenue
Annual Revenue is a property under companies. Does anyone know how to filter a list of Contacts by Company Annual Revenue?
Reply Discussion Companies Contacts
0 upvote
3 Replies
BBarnes2511
Participant
March 13, 2019
Thanks for your help. I am using sales Pro. What do you mean by "Smart List"?
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