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Saulreal
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Member since ‎Nov 24, 2017
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Saulreal
Participant
November 09, 2021
Reply to Schedule a meeting for another hubspot user from contact record
This is great progress, does itintegrate with Outlook and Teams as well as Zoom?
Saulreal
Participant
March 29, 2021
Reply to Schedule a meeting for another hubspot user from contact record
Any news on this update? We also have the added complexity that we have a New business team that book meetings but may not attend, we'd want to ...read more
Saulreal
Participant
March 02, 2021
Reply to Sales Activity Dashboard
I want exactly what you have described, we love the leaderboard but want to be able to just view certain lifecycle stages such as Lead.
Saulreal
Participant
February 19, 2021
Reply to Activity leaderboard filtered by lifecycle stage
@karstenkoehler Thanks for your help with this, it's good to know that it's not just me and is in fact a limitation of the reporting. I will do as ...read more
Saulreal
Participant
February 18, 2021
Reply to Activity leaderboard filtered by lifecycle stage
Hi @karstenkoehler Please see below. This is the leaderboard which is from the report library. From my understanding it is a single object repo...read more
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Saulreal on February 16, 2021
Activity leaderboard filtered by lifecycle stage
Hi There I'm looking to create a custom report that displays exactly like the leaderboard in the sales dashboard but which only displays activities for certain lifecycle stages. For our NBD we want to discount activity to contacts that aren' read more
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