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Saulreal
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Member since ‎Nov 24, 2017
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Saul Whitford

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Activity

Sara on May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
Reply Idea Meetings
383 upvotes
165 Replies
Saulreal
Participant
November 09, 2021
This is great progress, does itintegrate with Outlook and Teams as well as Zoom?
Sara on May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
Reply Idea Meetings
383 upvotes
165 Replies
Saulreal
Participant
November 09, 2021
This is great progress, does itintegrate with Outlook and Teams as well as Zoom?
Sdiddy407 on October 05, 2020
Sales Activity Dashboard
As many of us know, sales people are competitive and as a way to get my team fired up about using and tracking in hubspot I setup an activity leaderboard but I continue to have the problem of not being able to filter out internal email, meetings, an read more
Reply Idea Dashboards & Reports
1 upvote
1 Reply
Saulreal
Participant
March 02, 2021
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.
Solved
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
Reply Discussion Professional
1 upvote
4 Replies
Saulreal
Participant
February 19, 2021
@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
Solved
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
Reply Discussion Professional
1 upvote
4 Replies
Saulreal
Participant
February 19, 2021
@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
Solved
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
Reply Discussion Professional
1 upvote
4 Replies
Saulreal
Participant
February 19, 2021
@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
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