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TNovitsky
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Tammy Novitsky

CRM Administrator | Sales | Marketing

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natedame on Februar 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 Beitrag ansehen
Antworten Idee Tasks Workflows
303 Likes
60 Antworten
TNovitsky
Teilnehmer/-in
Februar 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...Beitrag ansehen
RAddis on Januar 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 Beitrag ansehen
Antworten Idee Meetings
184 Likes
52 Antworten
TNovitsky
Teilnehmer/-in
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...Beitrag ansehen
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 Beitrag ansehen
Antworten Diskussion Professional
0 Likes
1 Antwort
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 Beitrag ansehen
Antworten Idee Dashboards & Reports
10 Likes
3 Antworten
TNovitsky
Teilnehmer/-in
Mai 20, 2021
This is such an important field. Please, please make the "created by" field a part of reportable system data.
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TNovitsky on Februar 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 Beitrag ansehen
Antworten Diskussion Professional
1 Likes
5 Antworten
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