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KMcKenz
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Member since ‎Apr 6, 2023
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  • Upvotes Given
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  • Upvotes Received
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Katie McKenzie

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KMcKenz on April 24, 2024
Compare Multiple Months of Lifecycle Stage Conversions
Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee read more
Reply Discussion Dashboards Professional
0 upvote
3 Replies
KMcKenz
Contributor
April 24, 2024
Okay, that's helpful to know it isn't possible. Side by side it is. Thank you, Karsten!
Solved
KMcKenz on April 24, 2024
Compare Multiple Months of Lifecycle Stage Conversions
Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee read more
Reply Discussion Dashboards Professional
0 upvote
3 Replies
KMcKenz
Contributor
April 24, 2024
Okay, that's helpful to know it isn't possible. Side by side it is. Thank you, Karsten!
Solved
KMcKenz on April 09, 2024
Company Properties not Syncing into Quote
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim read more
Reply Discussion Deals Professional Templates
0 upvote
3 Replies
KMcKenz
Contributor
April 10, 2024
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...read more
Solved
KMcKenz on April 09, 2024
Company Properties not Syncing into Quote
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim read more
Reply Discussion Deals Professional Templates
0 upvote
3 Replies
KMcKenz
Contributor
April 10, 2024
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...read more
jscianna on February 05, 2020
Ability to change or remove photo that displays on meeting confirmation screen
After scheduling a meeting via the Hubspot meeting tool, you're taken to a confirmation screen that has a default illustration. We'd like the ability to change or remove this to be more in line with our brand.
Reply Idea Meetings
37 upvotes
15 Replies
KMcKenz
Contributor
March 15, 2024
Hey @glencornell ! Thank you for your initial response on this thread. There has been a lot of requests for this over the years. With removing the i...read more
infinnovations on September 23, 2020
Custom Booking Confirmation Image
It would be very nice to be able to update the booking confirmation image from balloons to whatever we suits our needs the best. This would allow users/companies to brand everything on their website, instead of having balloons and a giant checkmark read more
Reply Idea Meetings
53 upvotes
28 Replies
KMcKenz
Contributor
March 15, 2024
🚨 🚨 🚨 🚨 (just trying to get Hubspot's attention)
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