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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
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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.
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
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
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