kasiabf

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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Kasia Bargielowski-Foster

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

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kasiabf 2月 14日, 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 続きを読む

返信アイデア Lists Users & Teams & Permissions

0 いいね！

0 コメント

解決済み

user2384734 8月 22日, 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 続きを読む

返信ディスカッション Contacts

6 いいね！

8 コメント

kasiabf

参加者

2月 14日, 2023

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

taylorfriss 4月 05日, 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 続きを読む

返信アイデア Meetings

182 いいね！

46 コメント

kasiabf

参加者

1月 06日, 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 ...続きを読む

JonSven 11月 10日, 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 続きを読む

返信ディスカッション

7 いいね！

4 コメント

kasiabf

参加者

11月 16日, 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...続きを読む

KerryMcClauss 9月 25日, 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 続きを読む

返信アイデア Activity Feed

48 いいね！

14 コメント

kasiabf

参加者

10月 20日, 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 ...続きを読む

kasiabf 9月 09日, 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 続きを読む

返信アイデア Account Settings Lists

1 いいね！

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