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MTrummel
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Member since ‎Oct 25, 2022
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Megan Trummel

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Vicky-Bowie on December 16, 2019
Contact Owner Field as Hidden form field
I am looking for a way to incorporate the contact owner as a hidden field on some of our forms, however, this field is not able to be included on forms. It doesn't make sense to create a custom property when there already is one that satisfies the n read more
Reply Idea Contacts & Companies
19 upvotes
6 Replies
MTrummel
Member
March 08, 2023
I have created forms for my sales team to input leads from events, etc. It's great that I can route those leads in automation, but what I'd also love...read more
MTrummel on December 30, 2022
Baffled by Recurring Revenue Complication
I recently developed a system within HS to track three separate pipelines with three sets of deal stages. I added product line items. I worked with the sales team to help them track this information within their deals so that we could see the MRR, A read more
Reply Idea Sales Reporting
0 upvote
0 Reply
KyleSelf16 on August 06, 2021
Set Sender Meeting Link Type in templates
When setting up templates the options for inserting a meeting link for the sender I would love to be able to set the meeting type for the user. For example, our sales reps all have the same 3-4 meeting types, so when we're creating sequences for dif read more
Reply Idea Meetings Snippets & Templates
1 upvote
1 Reply
MTrummel
Member
December 06, 2022
Yes, agree! Or be able to select the meeting from their owned meetings that has been set up with this purpose in mind.
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