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MBHeffernan
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Member since ‎May 7, 2021
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Mary Beth Heffernan

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MBHeffernan
Participant
February 21, 2025
Reply to Use Goals in Reporting
Reporting on Goal Attainment is very limited. You can't report on Quarterly Goals (actual closed won deals vs goal for a period) and you can't have...read more
MBHeffernan
Participant
June 14, 2024
Reply to Integration of HubSpot Sales with Fishbowl Inventory System?
@Lyndon We didn't end up doing the integration as we only use the desk top version of Fishbowl and in order to do the integration you need the onlin...read more
MBHeffernan
Participant
January 10, 2024
Reply to Let's discuss the sunset of the Microsoft VSTO email extension
I have the same question as @AnnieRECIPE above. How can an ADMIN tell which of our HubSpot users is connected to the no longer supported version ...read more
MBHeffernan
Participant
December 11, 2023
Reply to Organizing Documents/Attachments
We heard from a HubSpot Consultant that HubSpot was actively working on a new view for attachments that would be more tabular in nature. Unfortunat...read more
MBHeffernan
Participant
December 11, 2023
Reply to Integration of HubSpot Sales with Fishbowl Inventory System?
@EXayavong Thanks for your reply. Would you be willing to share what information you are able to put into HubSpot from Fishbowl or vice versa? ...read more
MBHeffernan
Participant
November 20, 2023
Reply to currency
Yes, I agree that invoicing in multiple currencies is needed (not just the default currency).
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