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GDSolutions
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Member since ‎Nov 25, 2021
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Yoel Ben-Avraham

Retired IT professional turned HubSpot & RevOPs Evangelist in his dotage!

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Solved
GDSolutions on September 14, 2023
Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg
I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflo read more
Reply Discussion Professional
0 upvote
4 Replies
GDSolutions
Contributor
September 14, 2023
I'll give it a try! Thanks for the suggestion.
Solved
GDSolutions on September 14, 2023
Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg
I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflo read more
Reply Discussion Professional
0 upvote
4 Replies
GDSolutions
Contributor
September 14, 2023
I'll give it a try! Thanks for the suggestion.
Solved
GDSolutions on September 14, 2023
Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg
I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflo read more
Reply Discussion Professional
0 upvote
4 Replies
GDSolutions
Contributor
September 14, 2023
I'll give it a try! Thanks for the suggestion.
Solved
GDSolutions on September 12, 2023
Zoom Conference Call Recordings not posted in Activity Timeline
For some strange reason we apparently have the Zoom account integrated properly BUT despite that the Zoom links showing up in the Meeting Activity Timeline posts - Zoom recordings do NOT show up in the Activity Timelines. Any ideas? We che read more
Reply Discussion Professional
0 upvote
3 Replies
GDSolutions
Contributor
September 14, 2023
Yes - I found the Zoom option to store recording on the Cloud and voila - the links strted showing up in the Activity Timelines!
Solved
GDSolutions on September 12, 2023
Zoom Conference Call Recordings not posted in Activity Timeline
For some strange reason we apparently have the Zoom account integrated properly BUT despite that the Zoom links showing up in the Meeting Activity Timeline posts - Zoom recordings do NOT show up in the Activity Timelines. Any ideas? We che read more
Reply Discussion Professional
0 upvote
3 Replies
GDSolutions
Contributor
September 14, 2023
Yes - I found the Zoom option to store recording on the Cloud and voila - the links strted showing up in the Activity Timelines!
Solved
GDSolutions on September 12, 2023
Zoom Conference Call Recordings not posted in Activity Timeline
For some strange reason we apparently have the Zoom account integrated properly BUT despite that the Zoom links showing up in the Meeting Activity Timeline posts - Zoom recordings do NOT show up in the Activity Timelines. Any ideas? We che read more
Reply Discussion Professional
0 upvote
3 Replies
GDSolutions
Contributor
September 14, 2023
Yes - I found the Zoom option to store recording on the Cloud and voila - the links strted showing up in the Activity Timelines!
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