MBarnes

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solutions
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9
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Meredith Barnes

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Activity

MBarnes

Participant

January 13, 2022

Reply to Filter Report by Meeting Attendees

I was really shocked to find this is not a possibility....meeting attendance is just as important as being able to track how many meetings a HupSpot ...read more

MBarnes

Participant

January 10, 2022

Reply to Make Call Outcome required

This would be a very useful feature! Our reps consistently forget to select the call outcome and we have workflows built off of that.

MBarnes

Participant

January 04, 2022

Reply to Cloning a Deal

The fact that notes cannot be copied over from deals has caused a lot of internal issues and is a large concern with our leadership. We include impor...read more

MBarnes on December 10, 2021

Embed Sales Email templates In Playbooks & Allow Playbooks To Be Used In Workflows

It would be great additional training and guidance to be able to embed sales email templates in a Playbook. The way we have our Playbooks set up there is typically a post Playbook action such as an email or a call. It would really help our team get read more

Reply Idea Playbooks Snippets & Templates Workflows

4 upvotes

0 Reply

MBarnes on November 30, 2021

Report Comparing Previous Time Periods Comparison Arrows

It would be great if you could customize the color of the arrows in reporting that compares data to a previous period. Sometimes a decrease is positive while an increase is negative but the current colors of the arrows red vs green make it seem like read more

Reply Idea Reports

15 upvotes

4 Replies

MBarnes on November 29, 2021

Reporting on Goals: Calls Made, Meetings Held, Deals Created

Currently, there is not a way to report on Goals that are not revenue-based. We have goals set for each user for Calls Made, Meetings Held, and Deals Created but have no way to show how the users are tracking towards their goals on our reporting/das read more

Reply Idea Dashboards & Reports

31 upvotes

9 Replies

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