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MBarnes
Participant
Member since ‎May 14, 2021
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    9
  • Upvotes Received
    76
  • Ideas
    4

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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 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
17 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
32 upvotes
9 Replies
MBarnes
Participant
October 20, 2021
Reply to Customize the close date in deals
The fact that you can't customize default properties such as close date is very frustrating. As others have mentioned various industries have very di...read more
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