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JMaylandOlsen
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Member since ‎Apr 20, 2022
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  • Replies
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  • Upvotes Given
    19
  • Upvotes Received
    319
  • Ideas
    4

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Jeanette Mayland Olsen

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Participant
November 21, 2022
OMG, YES!!! Hubspot please prioritize this one.
JMaylandOlsen on June 03, 2022
Currently Hubspot cannot automatically log a meeting if the meeting invite is sent from the client. That's even though the client's data is already in the Hubspot account and Hubspot is synced to both email and calendar. I understand Hubspot sho read more
9 upvotes
2 Replies
JMaylandOlsen on May 03, 2022
I'd like to suggest the idea that property values can be piped into a playbook just like a playbook today can update a property. This will enable users to create playbooks that easily import relevant data and attach them to, say, support or onbo read more
4 upvotes
0 Reply
Participant
April 25, 2022
Hi @karstenkoehler , When I follow the steps you suggest I get a number, but I'd much rather show a percentage. I cannot find a way to ask for t...read more
JMaylandOlsen on April 20, 2022
Currently it is possible to type in a yearly goal in the goals module, past or present years. But even though an account it set up with a fiscal year that does not align with the calendar year, Hubspot insist that "yearly goals" = calendar year. read more
69 upvotes
23 Replies
JMaylandOlsen on April 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
236 upvotes
62 Replies
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