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MBarnes
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Membro desde ‎mai 14, 2021
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  • Avaliações positivas recebidas
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  • Ideias
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Meredith Barnes

Atividade

TTomain on Junho 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 Leia mais
59 avaliações positivas
17 Respostas
Participante
Janeiro 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 ...Leia mais
bfelker on Fevereiro 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 avaliações positivas
102 Respostas
Participante
Janeiro 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 on Agosto 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 Leia mais
1819 avaliações positivas
557 Respostas
Participante
Janeiro 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...Leia mais
MBarnes on Dezembro 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 Leia mais
3 avaliações positivas
0 Respostas
MBarnes on Novembro 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 Leia mais
11 avaliações positivas
3 Respostas
ThatChristinaG on Agosto 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 Leia mais
59 avaliações positivas
434 Respostas
Participante
Novembro 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...Leia mais
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