kasiabf

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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

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kasiabf

Participant

February 14, 2023

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

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

kasiabf

Participant

January 06, 2023

Reply to Change Contact Owner if Meeting Booked

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

kasiabf

Participant

November 16, 2022

Reply to Comparing workflow enrollment and engagement dates in a report

@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

kasiabf

Participant

October 20, 2022

Reply to Sync Hubspot Notes to Salesforce Notes

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

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