Member since ‎Oct 25, 2022
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Megan Trummel

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Vicky-Bowie on December 16, 2019
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
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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 more
MTrummel on December 30, 2022
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
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KyleSelf16 on August 06, 2021
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
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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