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NKempe
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Member since ‎Feb 3, 2021
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Nick Kempe

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NKempe on March 02, 2021
Inactive Deal Cards: setting number of days by deal stage
The ability to visually identify distressed deals that require action is great, especially as it removes the need for end-users to run reports to otherwise identify which deals to work. The issue is that you can only set one amount of days with read more
Reply Idea Deals
6 upvotes
1 Reply
EProwse on February 04, 2021
Inactive Deals/Cards - Consider change in deal stage, scheduled meetings etc.
Currently the inactive deals/cards feature only takes into consideration calls, emails, notes etc. when highlighting a card as inactive. Deals should also consider scheduled meetings and changes to deal stages within the set time frame as in su read more
Reply Idea Deals
110 upvotes
9 Replies
NKempe
Participant
March 02, 2021
@cstaffordlena you can set a custom time frame for when the cards are marked as inactive. I can't figure out how to put a different amount of time ...read more
Solved
NKempe on February 16, 2021
Reserving tour guides (Round Robin "light" workaround)
I am trying to configure the assignment of tour guides at a school. Presently we have a bunch of standing slots blocked out in the Admissions calendar so we know which guides are available each day (non-Hubspot users). The clients do not receive the read more
Reply Discussion Starter
1 upvote
3 Replies
NKempe
Participant
February 19, 2021
I've accepted as solution, without being able to confirm anything you said. Unfortunately, I have the starter version so I only have two paid seats. ...read more
Solved
NKempe on February 16, 2021
Reserving tour guides (Round Robin "light" workaround)
I am trying to configure the assignment of tour guides at a school. Presently we have a bunch of standing slots blocked out in the Admissions calendar so we know which guides are available each day (non-Hubspot users). The clients do not receive the read more
Reply Discussion Starter
1 upvote
3 Replies
NKempe
Participant
February 19, 2021
I've accepted as solution, without being able to confirm anything you said. Unfortunately, I have the starter version so I only have two paid seats. ...read more
Solved
NKempe on February 16, 2021
Reserving tour guides (Round Robin "light" workaround)
I am trying to configure the assignment of tour guides at a school. Presently we have a bunch of standing slots blocked out in the Admissions calendar so we know which guides are available each day (non-Hubspot users). The clients do not receive the read more
Reply Discussion Starter
1 upvote
3 Replies
NKempe
Participant
February 19, 2021
I've accepted as solution, without being able to confirm anything you said. Unfortunately, I have the starter version so I only have two paid seats. ...read more
Solved
NKempe on February 03, 2021
Template for small school's configuration
Hello all, Just got the product and I am finding a lot more configuration is needed than I was counting on. Instead of saving time to assist with the admissiones process in the midst of daily confinements, I am probably going to need to lean o read more
Reply Discussion best practices Getting Started
2 upvotes
4 Replies
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