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KFewings
Participante | Partner nivel Gold
Participante | Partner nivel Gold
Miembro desde ‎abr 20, 2021
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Katie Fewings

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APineiro1 en May 19, 2022
Meeting Attendance/Meeting Outcome Funnel Report
My client would like the ability to observe meeting attendance for the different meeting types they have. Sales analytics has a meeting outcomes report, but that doesn't show you conversion rates, that just shows you the current outcome status for e Leer más
Responder Idea Analytics Tools Meetings Sales Reporting
16 Me gusta
1 Respuestas
KFewings
Participante | Partner nivel Gold
Abril 24, 2024
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...Leer más
KFewings en Abril 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 Leer más
Responder Idea Meetings Sales Email Extensions & Add-Ins
2 Me gusta
0 Respuestas
KFewings en Abril 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.
Responder Idea Tasks
1 Me gusta
0 Respuestas
KFewings en Marzo 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 Leer más
Responder Idea Workflows
2 Me gusta
0 Respuestas
KLeschyshyn en Julio 26, 2022
Add tips on a calendar page (when calendar is not working)
When the website visitor gets a "Well, this is disappointing... " message they are suggested to "Try again", but the button is not helpful. I suggest 1 - replacing the "try again" button with a clear CTA for the visitor - "Clear cache Leer más
Responder Idea Meetings
8 Me gusta
6 Respuestas
KFewings
Participante | Partner nivel Gold
Diciembre 07, 2023
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...Leer más
BSong en Enero 03, 2023
Sales Hub Paid seat features
Hi everyone! I came up with this sheet that shows which features a Sales Hub Paid Seat has. It may change as we see more updates, so let me know if you see something out-of-date and I'll update it. 🙂 Meanwhile, hope this helps anyone Leer más
Responder Conversación Sales
18 Me gusta
6 Respuestas
KFewings
Participante | Partner nivel Gold
Noviembre 23, 2023
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 ...Leer más
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