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SRobinson4
Participant | Elite Partner
Participant | Elite Partner
Member since ‎May 18, 2022
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Shireen Robinson

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SRobinson4 on August 15, 2023
Meeting Links - reps choose from a group calendar
Hi there, Hubspot allows for Group and Round Robin bookings where a rep would be allocated a meeting but is the inverse possible? The contact selects a meeting time - it goes to the whole sales team - and then the sales rep individually selects read more
Reply Discussion Enterprise
0 upvote
1 Reply
SRobinson4 on August 03, 2023
Revenue Goal by Product
Hi there, What workaround could be used to set a revenue goal based on Products? Example: Product A target = $1million Various sales teams and individuals sell product A - so we want to track actual closed won revenue for this product agains read more
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
SFoley4 on April 24, 2023
Tracking Deals per revenue recognition
Hello, For the majority of our opportunities, we generally will recognize revenue all at once. However, there are some deal that require heavy set-up and rev rec starts to get less clear. What we want to be able to do, is to take a single o read more
Reply Discussion Professional
1 upvote
9 Replies
SRobinson4
Participant | Elite Partner
July 18, 2023
@Josh - In some cases the monthly amount will be equally spilt over a period of 6 -12 months but in other instances, where there is more than one ...read more
Solved
SFoley4 on April 24, 2023
Tracking Deals per revenue recognition
Hello, For the majority of our opportunities, we generally will recognize revenue all at once. However, there are some deal that require heavy set-up and rev rec starts to get less clear. What we want to be able to do, is to take a single o read more
Reply Discussion Professional
1 upvote
9 Replies
SRobinson4
Participant | Elite Partner
July 18, 2023
@Josh - In some cases the monthly amount will be equally spilt over a period of 6 -12 months but in other instances, where there is more than one ...read more
Solved
SFoley4 on April 24, 2023
Tracking Deals per revenue recognition
Hello, For the majority of our opportunities, we generally will recognize revenue all at once. However, there are some deal that require heavy set-up and rev rec starts to get less clear. What we want to be able to do, is to take a single o read more
Reply Discussion Professional
1 upvote
9 Replies
SRobinson4
Participant | Elite Partner
July 18, 2023
@Josh - In some cases the monthly amount will be equally spilt over a period of 6 -12 months but in other instances, where there is more than one ...read more
Solved
SRobinson4 on May 09, 2023
Accessing contact information whilst offline
Hi there, I have a few clients that need to access contact information when they are offline ie. cannot access via the internet. This information is saved in a list, report and as a viewboard in Hubspot. Is there a way that they can access info read more
Reply Discussion Contacts Enterprise Lists Mobile App Sales Workaround
0 upvote
2 Replies
SRobinson4
Participant | Elite Partner
May 09, 2023
Thank you for sharing these helpful links and info, extremely useful.
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