CFitzgerald

参加者 | Solutions Partner

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Carissa Fitzgerald

Carissa Fitzgerald has experience in startup business development and sales leadership. She manages projects and resources within Maramba Consulting, as well as providing client-direct sales coaching and enablement to support revenue growth strategies. If she’s not busy with the Maramba Consulting team, you can find her singing with the jazz group, Portland Standard Time.

アクティビティ

dbrennan444 7月 28日, 2019

Google Voice Integration

Use Google Voice phone number while calling or texting prospects and customers to utilize HubSpot functionality to track and make notes/follow up tasks. That would allow me to use one phone for both personal and business use with two different phone 続きを読む

返信アイデア Calling

117 いいね！

29 コメント

CFitzgerald

参加者 | Solutions Partner

2月 27日, 2023

Upvoting! Google Voice, though not as popular as some other VoIPs, is easy to use within smaller businesses. I'd love to see the ability to integrate...続きを読む

Anonymous 9月 22日, 2020

set documents owner

Use case: marketing updates & loads documents, but sales should be displayed as the owner Request: make the owner of the files in Documents a dropdown selection that can be updated and centrally managed

返信アイデア Sales Documents

28 いいね！

11 コメント

CFitzgerald

参加者 | Solutions Partner

2月 14日, 2023

Please implement this feature, my marketing teams don't want their names prompted on every document viewed.

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CFitzgerald 1月 20日, 2023

Deal Report grouped by User Created ID

We've got a team that builds deals on behalf of the company and 'deal owner'. Thus, I need a report that allows me to filter on Entered Stage Date and User Created ID. Ideally a bar graph grouping number and value of deals, grouped by User Created I 続きを読む

返信ディスカッション

1 いいね！

1 コメント

CFitzgerald 11月 29日, 2022

No 'Quotes' in Gmail Taskbar?

Does anyone know why the email composition taskbar within HubSpot offers the 'Quotes' functionality, while the Gmail extension omits it? In otherwords, when I'm in gmail with the extension on, there's no option to link in Quotes. I'm a super ad 続きを読む

返信ディスカッション Professional

0 いいね！

1 コメント

CFitzgerald 10月 13日, 2022

Assigned Rep Meeting Link as redirect page after Form Submission

I have a client who wants to implement this process: Customer fills out lead capture form Lead is round robin assigned a rep immediately Lead is redirected after form submission to a meeting link specific to the assigned rep So far I'v 続きを読む

返信ディスカッション

0 いいね！

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