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JTurrell
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Member since ‎Aug 30, 2022
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JTurrell
Participant
September 15, 2023
Reply to Meeting filters
Occasionally, team members will simply share a Google calendar invite with the person they're meeting so it isn't 'tracked'. However, when this happe...read more
JTurrell
Participant
September 15, 2023
Reply to Meeting filters
What do you suggest we would put as the tool source? I'm referring to people where we have logged a meeting on their activity section.
JTurrell
Participant
September 15, 2023
Reply to Meeting filters
Thanks, that's great. What about if a meeting didn't get booked through Hubspot but it has been 'logged' on a contact's activity. Is there a way to p...read more
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JTurrell on September 14, 2023
Meeting filters
I'm looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible? I know it's possible to see in every contact record but I'm looking for an overview so we can evaluate conversions against read more
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JTurrell
Participant
September 12, 2023
Reply to Email engagement
Thanks for all this insight! Really helpful.
JTurrell
Participant
September 12, 2023
Reply to Email engagement
Good point! Thank you.
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