kasiabf

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solutions
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Upvotes Given
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Kasia Bargielowski-Foster

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kasiabf on February 14, 2023

Set default list criteria for specific users/teams

Hi, it would be great if we could set list criteria to be applied to specific sets of users/teams by default using custom objects. For example, instead of expecting our SDR team to remember to exclude customer accounts every time they build a li read more

Reply Idea Lists Users & Teams & Permissions

0 upvote

0 Reply

Solved

user2384734 on August 22, 2021

Is there a way to customize the default filters showing at the top of the contacts page?

I know that I can create custom views and filter on any of my available fields, but is there a way to customize the default filters that show at the top of the contacts view page. For example, see screenshot below. I don't have the need to use read more

Reply Discussion Contacts

4 upvotes

8 Replies

kasiabf

Participant

February 14, 2023

Just seen this https://www.linkedin.com/posts/hubspot-tips-and-tricks_default-views-for-index-pages-activity-7031238117734965248-Ppqq?utm_source=sha...read more

taylorfriss on April 05, 2018

Change Contact Owner if Meeting Booked

A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more

Reply Idea Meetings

151 upvotes

43 Replies

kasiabf

Participant

January 06, 2023

Any update on this? I'm quite surprised out of all the options we have in Hubspot we can't use meeting ownership as a workflow trigger, it seems ...read more

JonSven on November 10, 2022

Comparing workflow enrollment and engagement dates in a report

Hi - HubSpot newbie here trying to build a report for a campaign dashboard. I trying to create a report that shows me the number of form submissions by a campaign audience after they were enrolled in a workflow. Is there a way to setup a re read more

Reply Discussion

7 upvotes

4 Replies

kasiabf

Participant

November 16, 2022

@JonSven have you tried adding the form submission as a goal to your workflow? Whilst this wouldn't appear in a dashboard, it will give you the inf...read more

KerryMcClauss on September 25, 2019

Sync Hubspot Notes to Salesforce Notes

Right now Hubspot notes sync to Activity History. Not only does this clog up the activities, but it syncs the note to the Task Subject field which is limited to 255char. If the note is longer than that, it is simply cut off. Hubspot notes should b read more

Reply Idea Activity Feed

38 upvotes

13 Replies

kasiabf

Participant

October 20, 2022

We are having a similar issue - hubspot is used for prospecting and salesforce for deal management - in our case it doesn't make much sense that the ...read more

kasiabf on September 09, 2022

Enable admins to auto-apply list filters for specific teams

Hi, I as a super admin I would like the ability to auto-apply specific list criteria for specific teams and users. We have had a few instances where our SDRs have forgotten to exclude customers from the lists they use to send sequences. At the m read more

Reply Idea Account Settings Lists

0 upvote

0 Reply

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