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CTeeling
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Member since ‎Apr 15, 2021
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  • Upvotes Given
    8
  • Upvotes Received
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  • Ideas
    3

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Clare Teeling

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Activity

CTeeling on June 06, 2022
For any given sequence, admins should be able to specify what should happen to contacts in that sequence when the sequence ends. We can already unenroll contacts from a sequence with email replies+meetings booked. We should be able to trigger a work read more
3 upvotes
1 Reply
CTeeling on January 28, 2022
Currently hubspot allows historical snapshots of deals to be segmented only by stage, forecast category, and quartile based on deal size. Would love to be able to segment based on data points that are actually relevant to our business. Please priori read more
5 upvotes
0 Reply
sgerrits on January 08, 2021
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
276 upvotes
70 Replies
Participant
July 02, 2021
1000% necessary functionality. We are trying to encourage note taking and call logging in CRM, but need to promote visibility in Slack by pushing the...read more
VagaeNatus on February 08, 2019
Currently, filters involving rules like "last X days", excludes today . We need a second version of that filter that includes today . Use case: I want to track the activity of my Sales Reps, I build a report and I want to see how is the activi read more
Participant
June 01, 2021
I'm amazed this isn't how this filter works already - ask any rep, or anyone running a team or leading ops if they want to see data from today includ...read more
CTeeling on May 28, 2021
Great dashboard, but missing the actual summed value with the benchmark per team member. Would be great if we could see that dollar value by the benchmark as well.
0 upvote
0 Reply
Solved
GiantVoices on February 05, 2019
Hello, Currently, we have the enterprise level HubSpot account and have been working on creating calculation properties to add together transactional pieces. There is a major roadblock with this property as it doesn't allow a calculation formul read more
Participant
April 26, 2021
@MFrankJohnson Hi, Frank, I'm running into this exact issue now - Is there a best practice to set multiple default values to zero in a singl...read more
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