Profile

KFewings
Participant
Member since ‎Apr 20, 2021
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    14
  • Upvotes Received
    105
  • Ideas
    9

about

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

Following

    Friends list is empty

Katie Fewings

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

Activity

KFewings
Participant
April 24, 2024
Reply to Meeting Attendance/Meeting Outcome Funnel Report
Hi there, we have achieved this by creating customising Lifecycle Stages to match the different meeting outcomes (via a workflow i.e. when meeting ou...read more
KFewings on April 16, 2024
HubSpot notification to Meeting Organizer when Contact accepts meeting in Host's calendar
We have BDMs setting up meetings for Advisors. The BDM is the meeting organizer, the Advisor is the meeting host. The meeting is in the Advisor's calendar (Outlook, Google...). The BDMs would like to be notified in HubSpot when a contact ac read more
Reply Idea Meetings Sales Email Extensions & Add-Ins
3 upvotes
0 Reply
KFewings on April 10, 2024
Give the option to assign tasks to properties other than Contact Owner
We want the option to assign tasks to generic users other than Contact Owner. For example, to assign to 'Advisor' or 'BDM' (properties we have created). Not having this option is causing us problems when it comes to automation.
Reply Idea Tasks
1 upvote
0 Reply
KFewings on March 21, 2024
Allow workflow actions based on date / time of enrollment in workflow
I want to automate which email someone receives in a workflow based on the time and date at which they enroll in the workflow (e.g. before or after a particular deadline). This is not currently possible but would be very useful! I'm going to read more
Reply Idea Workflows
3 upvotes
1 Reply
KFewings
Participant
December 07, 2023
Reply to Add tips on a calendar page (when calendar is not working)
Could you set up a workflow that notifies the team if someone clicks on the calendar link but no meeting booked date is 'known' after 5 mins? I guess...read more
KFewings
Participant
November 23, 2023
Reply to Sales Hub Paid seat features
Would be great to have this as an easy-to-navigate-to page on the website - seems a common sense list to have? Clients keep asking me why they need a ...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.