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Saulreal
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Member since ‎Nov 24, 2017
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  • Upvotes Given
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  • Upvotes Received
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Saul Whitford

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Activity

Sara on May 10, 2017
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
298 upvotes
135 Replies
Member
May 19, 2022 12:00
Our current workaround is to have our Sales Support Team book using the rep's meeting link, but it is sloppy. I also REALLY hope that this isnt...read more
Sara on May 10, 2017
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
298 upvotes
135 Replies
Member
May 19, 2022 12:00
Our current workaround is to have our Sales Support Team book using the rep's meeting link, but it is sloppy. I also REALLY hope that this isnt...read more
Sdiddy407 on October 05, 2020
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
Participant
March 02, 2021 13:24
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
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
1 upvote
4 Replies
Participant
February 19, 2021 01:34
@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
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
1 upvote
4 Replies
Participant
February 19, 2021 01:34
@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
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
1 upvote
4 Replies
Participant
February 19, 2021 01:34
@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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