Profile

rspencer01
Member
Member since ‎May 25, 2023
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    0
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Rebecca Spencer

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
rspencer01 on February 05, 2024
Order Form/Quote Form
I am looking to streamline an input of information into HubSpot. We currently have our inside sales team fill out an order/quote sheet when our customers call in (we only have customers call in or go through email). This order sheet helps them read more
Reply Discussion CRM
0 upvote
2 Replies
rspencer01 on December 18, 2023
Reusing playbooks on same contact
We would like to use playbooks to guide our inside sales team through the informaiton they need to gather on every call. We currently use paper "call" sheets that dictate what our customers are buying, part numbers, serial numbers, etc. This is pret read more
Reply Discussion Playbooks
0 upvote
1 Reply
Solved
rspencer01 on November 13, 2023
Multiple Company Owners
We have a unique territory set up for our sales people where one sales person sells a specific line of products to a company and another sales person sells a different line of products. We would like them to both be able to be listed as company owne read more
Reply Discussion Enterprise
0 upvote
1 Reply
rspencer01 on June 06, 2023
Outlook extension creating new contacts
We recently set up the outlook extension for our entire sales team. We have it set so that the extension shouldn't be creating new contacts from emails that are logged and tracked (see below). Every couples of days, it seems that new co read more
Reply Discussion Enterprise
0 upvote
2 Replies
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.