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BrianCarter
Contributor
Member since ‎Sep 17, 2019
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  • solutions
    3
  • Replies
    32
  • Upvotes Given
    19
  • Upvotes Received
    81
  • Ideas
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Brian Carter

My mission is to develop high-performing teams by implementing processes and automation; making people and systems more effective and efficient.

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BrianCarter
Contributor
April 28, 2022
Reply to Association with custom objects
Hey @dmattauch - nice to meet you! I find it best to manually associate companies to deals. While this may take an extra minute or so to do, it wil...read more
BrianCarter
Contributor
November 29, 2021
Reply to What determines "last activity date" on a deal?
Hi Karsten, I'm curious to know how I could make a workflow to email a deal owner if a deal has not been updated for 2 weeks. There isn't a "Last...read more
BrianCarter on October 26, 2021
Meetings feature updates - Type of meeting, Outlook & Teams integration, Outcome updates
Hey HubSpot Community! Here are a few updates that I believe would vastly improve the Meetings feature to make it functional and viable in today's business environment. The ability to identify/customize the "type" of meeting that was held i read more
Reply Idea Meetings
7 upvotes
1 Reply
BrianCarter on October 20, 2021
Deal time in pipeline - Sales report
Hello HubSpot Community! Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to b read more
Reply Idea Sales Reporting
6 upvotes
0 Reply
BrianCarter
Contributor
August 26, 2021
Reply to Associating a Company to Contacts is the most difficult thing to do in HubSpot. Prove me wrong!
This solves some of the issue at least! Great stuff!
BrianCarter
Contributor
August 26, 2021
Reply to Associating a Company to Contacts is the most difficult thing to do in HubSpot. Prove me wrong!
Thanks for the quick response! Based on what I'm reading here - It can associate the Company name. Will this connect the Contact object and link/asso...read more
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