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MBlackwell
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Member since ‎Nov 23, 2022
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Myles Blackwell

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JMerrell on September 15, 2023
Looking for help with HubSpot Sales setup
Looking for help with Hubspot Sales setup. In particular sequences/workflows and setgting up Dashboards Reporting (sent emails, opens, clicks, responses, booked calls, closed sales, etc.) Pls respond to this post. Thank you, Justin
Reply Discussion Sales Role
2 upvotes
4 Replies
MBlackwell
Member
September 17, 2023
Hi Justin, I'm an individual freelancer and have time a lot of time to work with you and get this done. I've worked full-time and freelance and have ...read more
clairebrown_ on July 16, 2020
Description Field in Reports on Dashboard
In the dashboards, there should be a description area below the report title on each report. It'll help anyone, regardless of team or role, understand the filters applied to and the goal of the report. It'd be cleaner than trying to include a brief read more
Reply Idea Dashboards & Reports
70 upvotes
47 Replies
MBlackwell
Member
August 09, 2023
@BennyP Under the title of the report (synonymous to what it looks like in Hubspot), there is a line where you can add grey text, like a sub-captio...read more
clairebrown_ on July 16, 2020
Description Field in Reports on Dashboard
In the dashboards, there should be a description area below the report title on each report. It'll help anyone, regardless of team or role, understand the filters applied to and the goal of the report. It'd be cleaner than trying to include a brief read more
Reply Idea Dashboards & Reports
70 upvotes
47 Replies
MBlackwell
Member
August 09, 2023
@BennyP Under the title of the report (synonymous to what it looks like in Hubspot), there is a line where you can add grey text, like a sub-captio...read more
Solved
MBlackwell on November 23, 2022
List excluding contacts associated with closed won
Hi, I am trying to build a list that contains contacts associated with an open deal in my pipeline, but these contacts have never been associated with a deal that had a stage = closed won in the past. My main issue is, I have contacts who a read more
Reply Discussion Lists
0 upvote
2 Replies
MBlackwell
Member
November 28, 2022
Thank you - I learned from you that "List Membership" is a filter and will be using it.
Solved
MBlackwell on November 23, 2022
List excluding contacts associated with closed won
Hi, I am trying to build a list that contains contacts associated with an open deal in my pipeline, but these contacts have never been associated with a deal that had a stage = closed won in the past. My main issue is, I have contacts who a read more
Reply Discussion Lists
0 upvote
2 Replies
MBlackwell
Member
November 28, 2022
Thank you - I learned from you that "List Membership" is a filter and will be using it.
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