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HBirtcher
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Haley Birtcher

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MKainu en Enero 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 Leer más
Responder Conversación Best Practices Professional Workflows
1 Me gusta
3 Respuestas
HBirtcher
Participante
Febrero 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...Leer más
jspencerdav en Marzo 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 Leer más
Responder Conversación Change Control Documentation RevOps
20 Me gusta
22 Respuestas
HBirtcher
Participante
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...Leer más
jspencerdav en Marzo 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 Leer más
Responder Conversación Change Control Documentation RevOps
20 Me gusta
22 Respuestas
HBirtcher
Participante
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...Leer más
Courtney_Clark en Noviembre 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 Leer más
Responder Idea Activity Feed Workflows
3 Me gusta
1 Respuestas
HBirtcher
Participante
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 en Marzo 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 Leer más
Responder Conversación Change Control Documentation RevOps
20 Me gusta
22 Respuestas
HBirtcher
Participante
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...Leer más
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