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DrewBarbo
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Member since ‎Feb 16, 2021
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Drew McColley Barbo

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GUberti on October 28, 2021
Filter Deals to show only the deals that changed pipeline status last week
Hey all, I am trying to find a way to review how the pipeline changed week over week, specifically looking at what deals have moved from one stage to another so that I can discuss these with my team. Is there a filter I can use/create to ONLY sh read more
Reply Discussion Deals
0 upvote
6 Replies
DrewBarbo
Participant
September 20, 2022
Hi Karsetn, I'm trying this out as I want to see all deals that moved to "trial" deal stage this year. Where I'm getting stuck is setting the propert...read more
DrewBarbo on July 26, 2022
Capping Accounts Per Rep
We have a quickly growing sales team, and we're running into a situation where one rep has bogarted 7000+ companies, effectively making it so the other reps can only have about 1500. This is a problem for equal distribution of accounts, but it also read more
Reply Idea Workflows
1 upvote
0 Reply
rossedmunds on November 23, 2020
Auto-fill LinkedIn Contact Information
With many users of HubSpot importing vast lists of contacts into the CRM, a feature to automatically fill properties such as "Job Title" from LinkedIn would prove beneficial. The current integration with LinkedIn sales navigator allows for an embed read more
Reply Idea Contacts & Companies Integrations
7 upvotes
4 Replies
DrewBarbo
Participant
December 10, 2021
For us, not only would job title be helpful, but # of employees on the company level. We're trying to Tier Compaies, and if the Linkedin connecion co...read more
aadame on November 21, 2017
filter contacts by sequence enrollment
filters/sequences Is there a way I can look up contacts that I own that are on a particular sequence? or can I filter sequences to show only contacts that i own? I would like to know where my contact are in a particular sequence or be able to so read more
Reply Idea Contacts & Companies Sequences
192 upvotes
54 Replies
DrewBarbo
Participant
March 16, 2021
It's an addition to the above ideas, but when a contact completed a sequence, it would be great if we could automate the lifecycle stage or lead stat...read more
DrewBarbo on March 16, 2021
Auto Create a Meeting When you Create Deal
Currently I've set up a deal pipeline for our Sales Team with some automated workflows (like notifying the team in Slack, etc). The first stage of the deal pipeline is "First Meeting Scheduled". When a rep creates a new deal, it means that they've a read more
Reply Idea Workflows
0 upvote
0 Reply
DrewBarbo on March 16, 2021
Auto Create a Meeting When a Deal is created
Reply Idea Workflows
0 upvote
0 Reply
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