プロフィール

Saulreal
参加者
コミュニティー参加日： ‎11 24, 2017
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  • ベストアンサー数
    0
  • 件の返信
    3
  • いいね！した数
    24
  • いいね！獲得数
    9
  • ご意見・ご提案
    0

自己紹介

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Saul Whitford

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

Sara 5月 10日, 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 続きを読む
返信 アイデア Meetings
388 いいね！
171 コメント
Saulreal
参加者
11月 09日, 2021
This is great progress, does itintegrate with Outlook and Teams as well as Zoom?
Sara 5月 10日, 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 続きを読む
返信 アイデア Meetings
388 いいね！
171 コメント
Saulreal
参加者
11月 09日, 2021
This is great progress, does itintegrate with Outlook and Teams as well as Zoom?
Sdiddy407 10月 05日, 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 続きを読む
返信 アイデア Dashboards & Reports
1 いいね！
1 コメント
Saulreal
参加者
3月 02日, 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.
解決済み
Saulreal 2月 16日, 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' 続きを読む
返信 ディスカッション Professional
1 いいね！
4 コメント
Saulreal
参加者
2月 19日, 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 ...続きを読む
解決済み
Saulreal 2月 16日, 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' 続きを読む
返信 ディスカッション Professional
1 いいね！
4 コメント
Saulreal
参加者
2月 19日, 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 ...続きを読む
解決済み
Saulreal 2月 16日, 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' 続きを読む
返信 ディスカッション Professional
1 いいね！
4 コメント
Saulreal
参加者
2月 19日, 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 ...続きを読む
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