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GFair6
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Member since ‎Nov 8, 2023
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Glen Fair

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Activity

JCraft2 on July 07, 2023
Assigning Collaborators through Workflow
Does anyone know if there is a way to assign collaborators through workflow using another Deal property? Right now, assigning collaborators is very manual.
Reply Idea Deals Workflows
15 upvotes
4 Replies
GFair6
Participant
May 07, 2024
Agreed. We automatically want to assign a collab for a rep in a different division. The Collab tool is already there so why wouldn't the capability b...read more
Simon_C on October 26, 2022
How to automatically create a Deal record via Conversations Inbox email channel
Requires Service Hub Professional Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this a step further to the De read more
Reply Discussion Conversations Deals Sales Tickets Workaround Workflows
12 upvotes
10 Replies
GFair6
Participant
December 23, 2023
@Simon_C thank you for finding this solution. I skimmed these posts but wanted to confirm: this appears to require the service hub correct? I find ...read more
ADielman on July 17, 2023
Limit access to records on Calls index page
Hey y'all -- My team recently ran into an interesting issue. After Hubspot Support couldn't solve it, they suggested I post it here. Essentially, we have tried as many Permissions settings as possible, yet every Hubspot user on our Portal is read more
Reply Idea Calling
14 upvotes
5 Replies
GFair6
Participant
November 10, 2023
Agreed this needs to be updated. It's interesting how we can restrict visibility yet this section allows a work around
GFair6 on November 09, 2023
Activity Timeline include company name
Hi! As management teams we read the daily activity logs of our teams and it shows where the post was done -- i.e. if the client's name was Mike Smith -- but not the company they are associated with. This can be a challenge when we are reading recaps read more
Reply Idea Activity Feed
2 upvotes
1 Reply
Solved
GFair-Trucks on May 09, 2023
Daily Recap of Team's Sales Activity
Hello! The management team likes to get a daily recap of the sales team's activities so they could offer help and watch what the staff is encountering. We have yet to find how to implement that with HubSpot. Has anyone else experienced this and can read more
Reply Discussion Professional
0 upvote
3 Replies
GFair6
Participant
November 08, 2023
Solved! We brought this up during onboarding and Alex @ OpenFlow was able to guide us. Reporting >> Analytics Tools >> Sales Ana...read more
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