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SMohan3
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Member since ‎Sep 26, 2022
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  • Upvotes Given
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  • Upvotes Received
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Swathi Mohan

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Activity

RMalik on May 05, 2022
Meeting attendees is not updated for internal team
Hi, I am facing 2 issues regarding scheduling meetings. 1. I am creating a meeting invite from my outlook calendar. I send the invite to, say 2 external leads and 1 to my internal team member. When I check the 2 contacts in HubSpot, the me read more
Reply Discussion Calendar
2 upvotes
2 Replies
SMohan3
Contributor
April 17, 2024
Hi! Do you happen to have insights on whether problem 1 is only an Outlook issue?
Solved
SMohan3 on March 07, 2024
Meeting/Call Tracking for Internal Attendees
Hi all, Just wondering if you track productivity metrics for your Sales Reps based on logged activities. If you do, how do you track activity metrics for reps who did not host the meeting/call but were attendees since HubSpot does not auto-a read more
Reply Discussion RevOps SalesOps
0 upvote
6 Replies
SMohan3
Contributor
March 11, 2024
Thanks, Trevor! I appreciate you taking the time to share some insights on workarounds your clients are using 🙂 In the workaround you suggeste...read more
HelenPantel on March 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
Reply Idea Sales Reporting
143 upvotes
30 Replies
SMohan3
Contributor
March 11, 2024
This is a much-needed functionality!
Solved
SMohan3 on March 07, 2024
Meeting/Call Tracking for Internal Attendees
Hi all, Just wondering if you track productivity metrics for your Sales Reps based on logged activities. If you do, how do you track activity metrics for reps who did not host the meeting/call but were attendees since HubSpot does not auto-a read more
Reply Discussion RevOps SalesOps
0 upvote
6 Replies
SMohan3
Contributor
March 11, 2024
Thanks, Trevor! I appreciate you taking the time to share some insights on workarounds your clients are using 🙂 In the workaround you suggeste...read more
Solved
SMohan3 on March 07, 2024
Meeting/Call Tracking for Internal Attendees
Hi all, Just wondering if you track productivity metrics for your Sales Reps based on logged activities. If you do, how do you track activity metrics for reps who did not host the meeting/call but were attendees since HubSpot does not auto-a read more
Reply Discussion RevOps SalesOps
0 upvote
6 Replies
SMohan3
Contributor
March 11, 2024
Thanks, Trevor! I appreciate you taking the time to share some insights on workarounds your clients are using 🙂 In the workaround you suggeste...read more
widewail_adam on December 07, 2020
Can I copy Line Items from one deal to another?
I have a workflow that is creating a new deal in another pipeline based on the state of an existing deal. I see options to copy most items over to the new deal except Line Items. Is it possible to copy Line Items from one deal to another?
Reply Discussion Deals Workflows
52 upvotes
16 Replies
SMohan3
Contributor
February 27, 2024
This is a much-needed feature! We do create renewal deals and sometimes there are absolutely no changes in the contract terms for the renewal deal in...read more
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