SComeau

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solutions
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Replies
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Upvotes Given
100
Upvotes Received
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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

177 upvotes

41 Replies

SComeau

Contributor

October 17, 2023

Any update to this? Or even having an outcome required?? I love the new prospecting tool reports but my users do not fill out this data and they all ...read more

SComeau on October 17, 2023

TechStack

Hello, I am a RevOps Manager and have been tasked with reaserching different software to enhance our TechStack. I would ultimately love a software to provide "Insight" to our data in HubSpot using Revenue Goals and Activities. Does something like t read more

Reply Discussion AI RevOps Tech Stack

8 upvotes

2 Replies

HStepan on March 31, 2023

Deal tags for specific stages

When creating tags on deals can we filter deal tags based on the Deal stage property.

Reply Idea Deals

45 upvotes

17 Replies

SComeau

Contributor

October 03, 2023

Yes! We need this ASAP. I have a tag that marks a Deal as "Overdue" if it is past the Close Date. This is great except it is marking ALL deals, inclu...read more

SComeau on April 14, 2023

Calibri Font!!

PLEASE add the Calibri font to the template dropdown options. It is the most widely used font and the font we have in Outlook. When we send a sequence in one font from the HubSpot template and reply in Calibri it looks messy!!

Reply Idea Marketing Emails Sequences

4 upvotes

0 Reply

Solved

SComeau on February 22, 2023

Changes in Deal Property Values

I know HubSpot keeps track of individual property changes inside the Deal record so I am hoping someone has a suggestion for me. When we create a Deal we enter the Deal in at a certain Value and mark Closed Won (when we win the business). After the read more

Reply Discussion Enterprise

0 upvote

3 Replies

SComeau

Contributor

February 23, 2023

Thank You! I will try this. Do I have to create a new property called "Amount (delayed)" as well as "Previous Deal Amount"? I am trying to figure out...read more

Solved

SComeau on February 22, 2023

Changes in Deal Property Values

Reply Discussion Enterprise

0 upvote

3 Replies

SComeau

Contributor

February 23, 2023

Thank You! I will try this. Do I have to create a new property called "Amount (delayed)" as well as "Previous Deal Amount"? I am trying to figure out...read more

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