Profil

MBarnes
Participant
Membre depuis ‎mai 14, 2021
  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    9
  • Mentions J'aime obtenues
    62
  • Idées
    4

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Meredith Barnes

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Activité

TTomain le Juin 18, 2021
We should be able to filter our reports by attendees of a meeting. The Attendee field is already in HS, and so are the meetings. Instead of reporting on all 100's/1000's of meeting attendees I would love to be able to filter it to just 5 or so spe Lire la suite
59 Mentions J'aime
17 Réponses
Participant
Janvier 13, 2022
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 ...Lire la suite
bfelker le Février 21, 2018
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
223 Mentions J'aime
102 Réponses
Participant
Janvier 10, 2022
This would be a very useful feature! Our reps consistently forget to select the call outcome and we have workflows built off of that.
cfleishman le Août 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Lire la suite
1819 Mentions J'aime
557 Réponses
Participant
Janvier 04, 2022
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...Lire la suite
MBarnes le Décembre 10, 2021
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 Lire la suite
MBarnes le Novembre 30, 2021
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 Lire la suite
11 Mentions J'aime
3 Réponses
ThatChristinaG le Août 19, 2021
Welcome! We are so excited to welcome you to HubFans! This group is to help you connect with other advocates, learn from each other, and discover opportunities to highlight your knowledge of HubSpot. In this group, feel free to share yo Lire la suite
59 Mentions J'aime
434 Réponses
Participant
Novembre 29, 2021
Hi everybody! Meredith here. I'm a Marketing Manager for an Industrial Manufacturer. I've been in charge of the CRM selection and implementation whic...Lire la suite
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