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TNovitsky
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Member since ‎Feb 9, 2021
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Tammy Novitsky

CRM Administrator | Sales | Marketing

Activity

natedame on February 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
Reply Idea Tasks Workflows
301 upvotes
60 Replies
TNovitsky
Participant
February 17, 2022
So needed. I am creating so many workarounds to use HubSpot for B2B cold-callers that automating placing tasks into a specific queue would be so help...read more
RAddis on January 11, 2021
Custom Meeting Outcomes
I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would read more
Reply Idea Meetings
184 upvotes
52 Replies
TNovitsky
Participant
September 08, 2021
I've created so many workarounds for basic functionality such as this that is lacking...Please, please add meeting outcome as a customizable property...read more
TNovitsky on August 30, 2021
Email forwarding rule to HubSpot ID did not work - emails lost
One of our reps created an outlook rule to forward all incoming email to her HubSpot ID. This did not work as anticipated and all those particular emails appear to be lost. HubSpot has not been able to retrieve them. She is a salesperson and there i read more
Reply Discussion Professional
0 upvote
1 Reply
drewspi on August 13, 2020
Who created this deal?
I don't know. Let me take 5-7 clicks to find that out for you. Here's Camila showing me where I can find the user that created the deal record: https://drive.google.com/file/d/1QiZK--q3RwIHnfPS4EjRAus-DcDTyjxu/view Wouldn't it be read more
Reply Idea Dashboards & Reports
10 upvotes
3 Replies
TNovitsky
Participant
May 20, 2021
This is such an important field. Please, please make the "created by" field a part of reportable system data.
Solved
TNovitsky on February 26, 2021
Need reporting/activity tracking assistance using Professional to set B2B appointments for Sales
We have HubSpot Professional, Sales and Marketing hub. Our Appointment Setters are setting appts for our Sales Team. The Appt Setter is incentivized on appointments held (not set). If they LOG a meeting, it's not tied to the actual calendar invite f read more
Reply Discussion Professional
1 upvote
5 Replies
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