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LYTsang
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Member since ‎Jul 11, 2022
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Laura Tsang

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LYTsang on December 18, 2023
Option to show All Associated Contacts at View level
It would be great if there is an option to "Add in other Associated Contacts" to a Contact View. Sometimes we are filtering Contacts and it would great to see if there are other associated contacts within those companies that have other values.
Reply Idea Contacts & Companies
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Solved
LYTsang on March 24, 2023
Update Call Outcome base on Call Title
Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more
Reply Discussion Enterprise
0 upvote
2 Replies
LYTsang
Participant
March 24, 2023
Thank you for the confirmation. I upvoted!
Solved
LYTsang on March 24, 2023
Update Call Outcome base on Call Title
Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more
Reply Discussion Enterprise
0 upvote
2 Replies
LYTsang
Participant
March 24, 2023
Thank you for the confirmation. I upvoted!
LYTsang on November 04, 2022
Reviewing Call Records
We just upgraded to Sales Enterprise and are starting to use the Call Transcript section of HubSpot. I wanted to see if anyone has a good workflow on tracking calls that have been reviewed with comments and how to track if coaching had been complete read more
Reply Discussion Enterprise
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