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LizO
Top Contributor | Elite Partner
Top Contributor | Elite Partner
Member since ‎Jan 16, 2017
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  • solutions
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  • Replies
    27
  • Upvotes Given
    92
  • Upvotes Received
    181
  • Ideas
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Liz O'Brien

I've been in HubSpot since 2014. Worked many years as a marketer for a healthcare and building materials manufacturer. Now I'm putting all that experience to good use at a HubSpot elite partner agency.

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LizO
Top Contributor | Elite Partner
November 25, 2024
Reply to Bring back tracking recent pages visited in the Prospects tool
Take a look at the Buyer Intent Beta . This is looking like the 2018 prospects tool with better in tool navigation to find/ add leads and start con...read more
LizO
Top Contributor | Elite Partner
November 20, 2024
Reply to Scheduling timezones
The tool already has this functionality. Pick suggested time in your time zone and before hitting the "insert times" button, the blue time zone at t...read more
LizO on October 16, 2024
Copilot support searching record activity timelines
Enable Copilot to review activity timeline data so Sales/ Service can query records of any specified object that talk about a keyword. Bonus points if you could hyperlink to create a list or index page view. Example: 1. Service tickets were X read more
Reply Idea Activity Feed Lists Sales Reporting
0 upvote
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LizO
Top Contributor | Elite Partner
October 02, 2024
Reply to Pick your 5 Standard Objects
Just finished an implementation where the client is only using contacts and about 5 new custom objects. Companies, Deals and Tickets are of no use to...read more
LizO
Top Contributor | Elite Partner
September 25, 2024
Reply to Embed Scheduler In Playbooks
@MParham I think this would be a request for your team with scheduling meetings. Either open up the properties that can go on forms in the meetng ...read more
LizO
Top Contributor | Elite Partner
August 13, 2024
Reply to Filtering workflows according to list of values
@FKwok there are folders for workflows so maybe that will help. But, if you are trying to file the same workflow onto 2 or more lists, then I would...read more
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