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ClowninAround
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Member since ‎Nov 25, 2021
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Activity

Sara on May 10, 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 read more
Reply Idea Meetings
384 upvotes
171 Replies
ClowninAround
Participant
August 08, 2023
Is there an update?
vtimm on March 02, 2021
Ability to assign 5 templates to free users
We have several users who don't have the sales professional license and I would like to assign them up to 5 templates. My understanding is they only have access to the first 5 templates created and assigning templates isn't a product feature. Is thi read more
Reply Idea Snippets & Templates
24 upvotes
6 Replies
ClowninAround
Participant
July 06, 2023
We really need this! There are 5 templates that we could apply generally to free users of HubSpot in our business. The ability to choose the 5 templa...read more
Gattooze on January 06, 2020
Count calls made per contact
I want to be able to track and count the calls made per contact. My process requires that I assign tasks/workflows depending upon the number of calls made to each contact. While the property ' Number of Times Contacted ' exists, it tracks a mix of read more
Reply Idea Calling
67 upvotes
18 Replies
ClowninAround
Participant
May 02, 2023
I have a work around for this, using lists and workflows but it is only a real solution if you only make a maximum of one call to a contact per day. ...read more
Solved
MikeIvory on October 03, 2019
# of call attempts before connecting
Has anyone found a way to report on the number of calls attempted before the first call is connected? There is data out there that the average number of call attempts before connect is ___ but I'd like to see what that data is for my team. Thanks read more
Reply Discussion Calling
0 upvote
9 Replies
ClowninAround
Participant
February 20, 2023
This doesn't work right? Considering you can't be reenrolled in a workflow that's triggered by activity. Unless you have a solution?
julieta on June 08, 2017
Add contact properties for call activity
In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"
Reply Idea Calling Contacts & Companies
100 upvotes
35 Replies
ClowninAround
Participant
February 20, 2023
Update?
Gattooze on January 06, 2020
Count calls made per contact
I want to be able to track and count the calls made per contact. My process requires that I assign tasks/workflows depending upon the number of calls made to each contact. While the property ' Number of Times Contacted ' exists, it tracks a mix of read more
Reply Idea Calling
67 upvotes
18 Replies
ClowninAround
Participant
May 02, 2023
I have a work around for this, using lists and workflows but it is only a real solution if you only make a maximum of one call to a contact per day. ...read more
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