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drewspi
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Member since ‎May 8, 2018
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  • Upvotes Given
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  • Upvotes Received
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JBoger on October 25, 2023
Import calls for coaching playlists
It would be nice to have the ability to import call recordings from other systems into HubSpot to add to coaching playlists. A majority of our phone calls are done through an external phone system. These call recordings are not available to be add read more
Reply Idea Calling
6 upvotes
3 Replies
drewspi
Contributor
February 05, 2024
Importing calls, in general, would be great! We lost our zoom connection for over a month, so we lost a month of call data. An import feature sure wo...read more
drewspi on August 23, 2023
Conversation Intelligence: What's the best way to find a comment I left on a call?
I left a comment on a teammates call earlier this month. I wanted to reference the comment and didn't remember the title of the meeting/call. What's the best way for me to find it, other than searching through the long list of all recent calls? read more
Reply Discussion Calling
0 upvote
2 Replies
drewspi on June 28, 2022
Meeting Outcome/Type Drop Down
It would be handy to edit the meeting outcome and type from the meeting log without having to click Activity > Edit. Maybe a simple drop down option?
Reply Idea Activity Feed Meetings
7 upvotes
1 Reply
drewspi on August 13, 2020
Who created this deal?
I don't know. Let me take 5-7 clicks to find that out for you. Here's Camila showing me where I can find the user that created the deal record: https://drive.google.com/file/d/1QiZK--q3RwIHnfPS4EjRAus-DcDTyjxu/view Wouldn't it be read more
Reply Idea Dashboards & Reports
10 upvotes
3 Replies
Solved
drewspi on August 13, 2020
"Created by" Deal Report
Once upon a time there was a handy little filter called, "Created by user ID" that has mysteriously dissappeared. Though tracking down the User ID took some digging, it allowed us to generate a deal report by the user that created deals on a monthly read more
Reply Discussion Sales Dashboard
4 upvotes
5 Replies
Solved
JimmyLees on May 08, 2017
Closed Won Email Notification
Hi There, This might be very simple but I want a notification to be emailed to the sales team when a deal is changed to closed won. How do I set this up? Thanks in advance.
Reply Discussion
2 upvotes
8 Replies
drewspi
Contributor
December 31, 2019
Look @HubSpotMaster (adam sharrow) for dropping some workflow knowledge!
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