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PerrynOlson
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Member since ‎Apr 23, 2021
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PerrynOlson
Member
March 20, 2023
Reply to Customizing "log activity" in HubSpot CRM
To be fair, HubSpot added numerous new activity types in July 2022. It'd be nice to be able to add custom activities.
PerrynOlson on February 23, 2023
Marketing View/Edit Sequences & Target Account Dashboard
Without a Sales Pro seat, marketers can not view (and therefore edit) Sequences and view the Target Account Dashboard. I understand only Sales Pro users can enroll contacts in a Sequence, however, I wish my marketing team could setup & edit Sequ read more
Reply Idea Sequences
5 upvotes
0 Reply
PerrynOlson
Member
September 07, 2022
Reply to Sequence Testing
I'm amazed HubSpot doesn't have this feature yet. I had it back in 2015 when I used SharpSpring.
PerrynOlson
Member
May 10, 2022
Reply to Customise Account Overview
My team is trying to utilize the Account Overview page, but finds it needs the ability to add specific fields to make it functional and not require c...read more
PerrynOlson on May 10, 2022
Filter Sales Dashboards for Meeting Types
Recommend adding functionality to filter lead activities (Calls, Emails, & Meetings) by type. We're looking for a report to filter meetings with decision-makers, and I see the need for calls completed versus non-answer.
Reply Idea Dashboards & Reports
0 upvote
1 Reply
PerrynOlson
Member
December 13, 2021
Reply to Customizing "log activity" in HubSpot CRM
I'm surprised this request to log sending direct mail or notecard is still not available.
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