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MWard7
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Member since ‎Oct 12, 2021
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Megan Ward

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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
63 upvotes
812 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!!
MWard7 on October 26, 2022
Adding Line Items in Deal with Conditional Logic
We want the ability to apply conditional logic to prevent (or specify) line items from being selected based on company criteria. For example, if we have identified the company as Government (in a field) only the line items relating to Government sho read more
Reply Idea Deals
4 upvotes
2 Replies
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