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BKelly710
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Member since ‎Feb 28, 2022
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Bridget Kelly

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BKelly710 on June 29, 2023
I have deals created for companies but it does not pull in the contacts into the deal record. Is there any way I could automatically pull these contacts in for specific deal pipelines?
0 upvote
1 Reply
BKelly710 on June 09, 2023
Hi! Ran into my first problem - How does one create a custom field that is visible on the right sidebar that allows for a pdf file upload? Would also like to make this file/ link to a pdf file visible when viewing contacts (next to name, company, u read more
Kevin84 on August 08, 2019
We have courses that run every month and we have a pipeline for each month, we have to create these all manually and they are always the same with only a tweak in the date, I have searched Google and everything says that this feature is required but read more
94 upvotes
22 Replies
Participant
May 22, 2023
This would help me out sooo much!!
BKelly710 on June 13, 2022
I am looking for a way to block out certain emails (investor information, discipline details) from showing up in the employee's HubSpot record. Currently, the only way I can tell to do this is to block the whole domain name from tracking (which is a read more
1 upvote
1 Reply
Solved
BKelly710 on June 06, 2022
Hi! My sales reps often have meetings together, and we want to be able to credit each individual sales rep for every meeting they have - inlcuding ones they have with other sales reps. Is there any way to report on meetings so it pops up in reports read more
0 upvote
2 Replies
Participant
June 07, 2022
I guess I will make use of this until HubSpot makes it so more than 1 organizer can be on a meeting! Thank you!
Solved
BKelly710 on June 06, 2022
Hi! My sales reps often have meetings together, and we want to be able to credit each individual sales rep for every meeting they have - inlcuding ones they have with other sales reps. Is there any way to report on meetings so it pops up in reports read more
0 upvote
2 Replies
Participant
June 07, 2022
I guess I will make use of this until HubSpot makes it so more than 1 organizer can be on a meeting! Thank you!
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