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Bridget2
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Member since ‎Sep 3, 2020
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Bridget Flynn

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Bridget2 on August 10, 2022
Custom Goals Report
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
Reply Discussion Reports
24 upvotes
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Bridget2 on April 20, 2022
How to set goals to weekdays only
The BDRs on my team have a goal of 800 calls per month which comes out to roughly 40 calls per day (20 working days, or 4 weeks of 5 business days). However, Hubspot is including weekends into the average when calculating calls per day, which is bri read more
Reply Discussion Enterprise
3 upvotes
2 Replies
Bridget2 on September 03, 2020
How to import tasks from Zendesk Sell
My company currently uses the CRM Zendesk Sell for our sales team. We just purchased HubSpot and are looking to migrate all of our data over including pending tasks. Is it possible to do that? If so, how?
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