Profile

JLandis
Participant
Member since ‎Jun 30, 2021
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    3
  • Upvotes Received
    2
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jon Landis

This user hasn't created a bio yet. Edit your own profile here!

Activity

MherfelPCN on November 04, 2020
Reporting on Task Ques
When creating a report, I would love the abillity to report on Task Queues (how many open, how many closed, owner, date). All of our reps have some of the same task queues that we would like the ability to see more numbers on. That would be great if read more
Reply Idea Tasks
27 upvotes
11 Replies
JLandis
Participant
August 24, 2023
I cannot find my shared task queues in activity reports. Would love to know the breakdown of what types of tasks my reps are completing throughout th...read more
childsmd on August 24, 2018
Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
Reply Idea Contacts & Companies
122 upvotes
42 Replies
JLandis
Participant
May 09, 2023
Has this thread seriously been open nearly 5 years now? And not even a comment from HubSpot?? Our workflow that sets company owner based on deal ...read more
2chars on October 16, 2020
Tracking Ownership Changes in a Report
Is there a way to track changes in ownership for a deal or contact (lead) in a report? For example - we have some leads that get nurtured by one user before being turned over to another. Or as posted previously : "...when a sales team memb read more
Reply Idea Dashboards & Reports
14 upvotes
7 Replies
JLandis
Participant
March 14, 2023
+1. I am also looking for a way to generate a report that shows companies reps have added and removed their names from each week. Finding this data v...read more
childsmd on August 24, 2018
Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
Reply Idea Contacts & Companies
122 upvotes
42 Replies
JLandis
Participant
May 09, 2023
Has this thread seriously been open nearly 5 years now? And not even a comment from HubSpot?? Our workflow that sets company owner based on deal ...read more
Solved
JLandis on October 18, 2022
Option to not be company owner by default when engaging a contact
Every time my BDR team emails a contact at a new company, they become owner of the company by default. After a few weeks, they are owners of hundreds of companies that is impossible to manage. We would prefer to be owners only over companies that read more
Reply Discussion Professional
0 upvote
2 Replies
JLandis
Participant
October 20, 2022
I appreciate you pointing out the other thread. I had searched for it but came up empty. I commented there, but as the topic was opened in 2018 and t...read more
childsmd on August 24, 2018
Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
Reply Idea Contacts & Companies
122 upvotes
42 Replies
JLandis
Participant
May 09, 2023
Has this thread seriously been open nearly 5 years now? And not even a comment from HubSpot?? Our workflow that sets company owner based on deal ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.