Profile

clairehelling
Member
Member since ‎Jul 17, 2019
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    9
  • Upvotes Received
    23
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Claire Koehler

This user hasn't created a bio yet. Edit your own profile here!

Activity

clairehelling on June 03, 2022
Need Goals/Quota/Sales Analytics to match fiscal year
I want to so badly leverage the Goals/Forecast/Quota/Sales Analytics sections, however it is of absolute no use to me because "This Quarter" or "This Year" does not provide the option in the dropdown to use "This Fiscal Year/Quarter" which is 2/1 - read more
Reply Idea Enterprise
5 upvotes
1 Reply
clairehelling on October 13, 2021
Task/Sales Activities import
Hello, I am running into a massive inconvenience when we have sales reps come and go, and need to reassign out their tasks. It is not as easy as selecting all and reassigning, as the tasks from one rep, may go to several different reps based on read more
Reply Idea Tasks
2 upvotes
0 Reply
clairehelling
Member
October 14, 2020
Reply to Forecast Date Range- Custom for Fiscal Year
Same here! Our Fiscal year is 2/1 - 1/31 so the tool isn't very helpful if I can't customize it. 😞
clairehelling
Member
August 18, 2020
Reply to HubSpot USER csv export option
YES! I have to do a monthly audit for our IT of 200 users and double check all their permissions are the same (import/export capability/admin privile...read more
clairehelling on August 13, 2020
Conditional Meeting Types
We have several teams that all book meetings, but not all the same types of meetings. I would like the ability to change the Call & Meeting Types to only show what is applicable to that team. We now have a list of about 20 different meeting ty read more
Reply Idea Meetings
15 upvotes
1 Reply
clairehelling
Member
August 12, 2020
Reply to Schedule a meeting for another hubspot user from contact record
Hello. We have a BDR team that works with our Sales Reps. They often are booking meetings on behalf of the rep, but we cannot find a way for the re...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.