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sharonkalewski
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Member since ‎Oct 29, 2019
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Sharon Kalewski

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sharonkalewski on August 18, 2020
A client booked a meeting through HubSpot and we need to reassign to another team member. I need to send updated Zoom link. And also assign to the new team member so it shows in their meeting stats. At the moment we have to cancel and rebook whi read more
3 upvotes
0 Reply
Sara on May 10, 2017
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
390 upvotes
171 Replies
August 18, 2020
Totally agree with this one. I often sit on calls and record the notes. When I do my team- mate does not get 'credit' for the call.
NapoleonMachine on September 12, 2017
There are circumstances for which it would be beneficial to save CC's & BCC's to a HubSpot template. Sales Managers may want to keep track of certain outbound emails, especially those templates that are used in the Deal Stages. For example, a read more
144 upvotes
60 Replies
June 09, 2020
Hello. I want to tweak an email template that we use to follow up after a sales call. I'd like to be included as a cc on thise emails whenever one o...read more
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
883 upvotes
434 Replies
April 24, 2020
I love the basic template as it's really clean, but the Product descriptions don;t pull through. Even that one simple change would be a great quick w...read more
Solved
sharonkalewski on October 29, 2019
We use HubSpot meeting to schedule demos from a link from our website. We include a Zoom invite in the meeting invite. When the meetings have happened we log a call and record the notes there (and trigger follow ups). When the potential client d read more
0 upvote
2 Replies
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