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bkinnard
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Member since ‎Jan 21, 2019
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Bill Kinnard

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Activity

rjperez on February 20, 2019
Set Dashboard View for All Users
Hello HubSpot Community, Does anyone else see any merit in having the ability to set a default dashboard view for multiple users. For example, I would like to create a sales dashboard and make that default dasbhoard for everyone in my sales read more
Reply Idea Sales Reporting
27 upvotes
9 Replies
bkinnard
Participant
July 19, 2022
I would love this ability.
jessio on May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
Reply Idea Meetings
176 upvotes
56 Replies
bkinnard
Participant
July 18, 2022
I have one but it is kind of a pain. I create the task list and dates in Excel. Then I use a product called Import2 to import the tasks into HubSpot. ...read more
jessio on May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
Reply Idea Meetings
176 upvotes
56 Replies
bkinnard
Participant
July 18, 2022
I have one but it is kind of a pain. I create the task list and dates in Excel. Then I use a product called Import2 to import the tasks into HubSpot. ...read more
Solved
ULending on February 22, 2017
relating contacts to each other
Hi, am looking to document relationship between a loan borrower (Contact) and the referring person/real estate agent, etc (Ideally, a contact). I've seen the suggestion to use companies, or deals? Thanks for the insight. I want to have a hyperlink a read more
Reply Discussion Companies Contacts Deals
67 upvotes
25 Replies
bkinnard
Participant
July 09, 2020
I agree with this. We also used to use ACT and used this a lot. I always hate having to give up features.
bkinnard on January 09, 2020
Import Tasks & create recurring tasks
I could really use the ability to import tasks into the CRM and to create tasks to be recurring. This would allow our team manager to set up the tasks for projects that happen on a regular basis and monitor progress to make sure things don't get dr read more
Reply Idea Tasks
20 upvotes
4 Replies
jessio on May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
Reply Idea Meetings
176 upvotes
56 Replies
bkinnard
Participant
July 18, 2022
I have one but it is kind of a pain. I create the task list and dates in Excel. Then I use a product called Import2 to import the tasks into HubSpot. ...read more
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