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RMorgan
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Member since ‎Jan 15, 2021
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Rebecca Morgan

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Activity

RMorgan on May 16, 2022
Import not recognising Deal ID even though it's definitely in the csv file 😿
Hi wondferful community, I'm trying to update a deal field, but am having issues. The cvs file I have only has 2 records (as I'm testing before doing the real import!) The data is a direct export from hubspot. I've not tinkered with any colu read more
Reply Discussion Admin
1 upvote
2 Replies
himanshurauthan
Recognized Expert | Diamond Partner
May 25, 2022
Hello @RMorgan , Can you please check if your file is UTF-8 encoded? As you said this file is directly exported and all the columns seem...read more
Solved
SmartAcre on August 22, 2018
Set a date property as "x days after" day of step
Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. When users sign up for a free trial, we would like to populate a Date Property that i read more
Reply Discussion
41 upvotes
15 Replies
kvonloesecke
Community Manager
May 16, 2022
Hi @RMorgan , Thank you for feedback. I would highly recommend you to please post this product suggestion at our ideas forum . Ou...read more
matt1406 on May 02, 2021
Set User Availability by Meeting Type in Round Robin Team Links
Use Case: Sales Team members need to set different personal availability for 2 type of Meetings which are scheduled via a Round Robin Team Meeting. Ex: Team Meeting link with Meeting Type of "Discovery" User 1 - only available for these meet read more
Reply Idea Meetings
30 upvotes
14 Replies
RMorgan
Participant
May 10, 2022
This is so needed. We use Calendly at the moment for our round-robin becuase it allows us to say which person should get a major of the meetings....read more
jleow on August 11, 2020
How to Automatically Populate the Contact Property 'Company Name' with a Workflow
The ‘Company Name’ property on a Contact Record is a useful data point - it’s a handy property for use in personalization tokens and the reporting tool. That said, the property value for the contact’s ‘Company Name’ isn’t automatically pop read more
Reply Discussion How To
11 upvotes
3 Replies
RMorgan
Participant
May 10, 2022
Fantastic! This seems like it should be an auto thing, and now I know why [Contact company name] it's not working in some of my workflows!
Solved
russellmasters on February 07, 2021
Create a deal workflow from a new meeting
Pretty new here, but wanting to know if its possible to create a workflow that creates a deal in a specified stage after a meeting has been booked? We have leads coming in from several sources who are given the opportunity to book a call with on read more
Reply Discussion Professional Starter Workflows
0 upvote
3 Replies
RMorgan
Participant
May 09, 2022
This is super helpful! thanks ⭐
RMorgan on April 25, 2022
Import Google Search Console data into Dashboards
For a holistic view of website performance, we should be able to pull Google Search Console data like impressions, clicks and CTR into a chart in a dashboard. That will enable us to track our organic website performance more easily.
Reply Idea Dashboards & Reports
1 upvote
1 Reply
EForrette
Member
April 27, 2022
I completely agree with this. I am looking for how to integrate GSC data such as keywords which resulted in a Lead in hubspot. But there is no way to...read more
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