Profile

HBirtcher
Participant
Member since ‎Apr 16, 2021
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    4
  • Upvotes Received
    9
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Haley Birtcher

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
MKainu on January 24, 2023
Creating a Workflow for Non-Disclosure Agreements
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more
Reply Discussion best practices Professional Workflows
1 upvote
2 Replies
HBirtcher
Participant
February 06, 2023
If you have the option to create custom objects, this would be a great use! I recently implemented the storage of our NDAs in HubSpot. It allows a pr...read more
jspencerdav on March 14, 2022
How do you document workflows?
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was read more
Reply Discussion Change Control Documentation RevOps
20 upvotes
22 Replies
HBirtcher
Participant
May 16, 2022
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Adminis...read more
jspencerdav on March 14, 2022
How do you document workflows?
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was read more
Reply Discussion Change Control Documentation RevOps
20 upvotes
22 Replies
HBirtcher
Participant
May 16, 2022
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Adminis...read more
Courtney_Clark on November 19, 2021
Mass Import Meetings
We have 450 contacts that attended a meeting and we want to import them into HubSpot as a logged meeting along with the meeting type. Our salespeople are measured based on activity. I realize that they have a "fix" with this by importing as a n read more
Reply Idea Activity Feed Workflows
3 upvotes
1 Reply
HBirtcher
Participant
May 02, 2022
I also wish this was a thing! My team is really pushing me to find a way to do this and it just isnt possible
jspencerdav on March 14, 2022
How do you document workflows?
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was read more
Reply Discussion Change Control Documentation RevOps
20 upvotes
22 Replies
HBirtcher
Participant
May 16, 2022
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Adminis...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.