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MWard7
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Member since ‎Oct 12, 2021
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Megan Ward

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Activity

liangsj on July 17, 2022
Overview of All Recurring Emails of Dashboard (And Their Reports)
Submitting on behalf of customer, Steve Fox from Monoprice Hi Team, Currently, there's no central place to find out about the recurring emails that a Hub has, it will be great if there's a way to see ALL of the recurring email setup so read more
Reply Idea Dashboards & Reports
64 upvotes
25 Replies
MWard7
Participant
June 24, 2024
Putting a comment in so that it gets reviewed - we majorly need this update! I need to stop and re-start all of the recurring report emails and have ...read more
mbarba on February 24, 2022
Introduce Yourself!
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more
Reply Discussion
76 upvotes
1020 Replies
MWard7
Participant
April 11, 2024
Hi my name is Megan and I'm the Sales Ops Manager at a small SaaS company working on growing its learning technology. I've been using HubSpot for the...read more
Solved
MKang6 on January 27, 2022
Allocating same deal stage to different forecast category
Hello there. I'm trying to build Forecasting function based on my deal stage. but it seems that I can't put same deal stage into different forecast category. My deal stage pipelines are like these. 1. Fail (Lost) 2. Pipeline (10%) 3. Pipe read more
Reply Discussion Professional
1 upvote
2 Replies
MWard7
Participant
February 05, 2024
Is this the only "right" answer? We are having the same issue - our WEB forecast needs to show multiple deal stages per category. For example, Negoti...read more
Solved
MWard7 on February 08, 2023
Insert google calendar invites into marketing emails
I found a new post about this from January and was very excited to see this enhancement, as we have a monthly event that has to remain a Zoom meeting (not a webinar) due to breakout rooms and we are eager to automate an email with a calendar invite. read more
Reply Discussion Enterprise
0 upvote
4 Replies
MWard7
Participant
February 09, 2023
Thank you again for your suggestion to use the Add to Calendar Tool - its going to do exactly what we want for now. Appreciate the help!!
Solved
MWard7 on February 08, 2023
Insert google calendar invites into marketing emails
I found a new post about this from January and was very excited to see this enhancement, as we have a monthly event that has to remain a Zoom meeting (not a webinar) due to breakout rooms and we are eager to automate an email with a calendar invite. read more
Reply Discussion Enterprise
0 upvote
4 Replies
MWard7
Participant
February 09, 2023
Thank you again for your suggestion to use the Add to Calendar Tool - its going to do exactly what we want for now. Appreciate the help!!
Solved
MWard7 on February 08, 2023
Insert google calendar invites into marketing emails
I found a new post about this from January and was very excited to see this enhancement, as we have a monthly event that has to remain a Zoom meeting (not a webinar) due to breakout rooms and we are eager to automate an email with a calendar invite. read more
Reply Discussion Enterprise
0 upvote
4 Replies
MWard7
Participant
February 09, 2023
Thank you again for your suggestion to use the Add to Calendar Tool - its going to do exactly what we want for now. Appreciate the help!!
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