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RMorgan
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Member since ‎Jan 15, 2021
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  • Upvotes Given
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  • Upvotes Received
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Rebecca Morgan

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Activity

RMorgan on May 16, 2022
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
1 upvote
2 Replies
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
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
41 upvotes
15 Replies
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
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
30 upvotes
14 Replies
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
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
11 upvotes
3 Replies
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
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
Participant
May 09, 2022
This is super helpful! thanks ⭐
RMorgan on April 25, 2022
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.
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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