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CTeeling
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Member since ‎Apr 15, 2021
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  • Upvotes Received
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Clare Teeling

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CTeeling on June 06, 2022
Workflows triggered when sequences end
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
Reply Idea Sequences
3 upvotes
1 Reply
CTeeling on January 28, 2022
Allow Historical Snapshots to be segmented by other data points
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
Reply Idea Analytics Tools
5 upvotes
0 Reply
CTeeling
Participant
July 02, 2021
Reply to Activity Based Workflows
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
CTeeling
Participant
June 01, 2021
Reply to Last X days up to yesterday VS. last X days up to today
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
Add summed goals amount to the Weighted pipeline forecast totals sales analytics dashboard
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.
Reply Idea Analytics Tools
0 upvote
0 Reply
CTeeling
Participant
April 26, 2021
Reply to Calculation Property Doesn't Work if a Property is Blank
@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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