ktfritchen

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Katie Fritchen

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Activity

ErinHertz on October 16, 2020

Ability to control meeting outcomes via workflow

Our sales team has back to back meetings all day long and would love the ability to automatically change Meeting Outcomes based on the meeting time passing, in a workflow. This way, they would only have to worry about changing the outcome if they di read more

Reply Idea Meetings

192 upvotes

46 Replies

ktfritchen

Contributor

December 13, 2023

I really just want upcoming meetings to default to scheduled. Currently, it does this for meetings that have been scheduled via the Meetings tool, bu...read more

Solved

MikeMitchell-DR on June 12, 2023

Rolling MQLs back to leads...

We have discovered that our MQL reporting is inaccurate in that it doesn't count prospects that are already listed as MQLS. For example, if a lead came in 6 months ago, was followed up by sales, and they determined there isn't a near-term opportuni read more

Reply Discussion Enterprise

0 upvote

8 Replies

ktfritchen

Contributor

September 15, 2023

Personally, I roll MQLs back to Leads. Perhaps my reporting isn't quite as mature as what you guys have going on here. But, we use MQL as a way to id...read more

Solved

EFarmer on August 29, 2022

Creating a list for targeting event attendees

Hi, We attend a number of industry events and often receive attendee lists (with and sometimes without emails) prior to the event. What is the easiest way to market to these attendees? Enroll into campaign? Create a static list using Name and read more

Reply Discussion

3 upvotes

7 Replies

ktfritchen

Contributor

October 18, 2022

Adding on to what others have said (which I agree with & use for ours). I also have created 2 custom properties: Tradeshow Name Tradeshow Atte...read more

Solved

ktfritchen on October 18, 2022

Upcoming Meetings List (for exclusion)

***UPDATE w/ my own solution (in case anyone else out there is interested, but please feel free to reply if you have a better solution)*** Here's how I've solved for this. Create 3 lists: "Meetings - All": Meeting start time = known "Meetin read more

Reply Discussion Professional

2 upvotes

1 Reply

ROFU on July 20, 2020

Change activity assigned to property

We need to change the activity owner for emails/calls etc so that we can update our reporting (we've had an email address format change since we started using HS, so now the legacy activities are showing up on reports as separate to new email format read more

Reply Idea Activity Feed

56 upvotes

22 Replies

ktfritchen

Contributor

October 17, 2022

Yep. We're having this problem w/ SDRs scheduling meetings for AEs and it's messing up our reporting

ktfritchen on September 19, 2022

SDR/AE Prospecting & Lead Management Process?

Marketing “oldie” but SDR/AE process newbie here. I'm working on re-vamping our lead management process and am wondering if anyone out there would be willing to share their advice and/or how they do it. Here's some context: We're a super sma read more

Reply Discussion Process

1 upvote

5 Replies

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