Profile

JBerney512
Participant
Member since ‎Jul 26, 2023
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    5
  • Upvotes Received
    3
  • Ideas
    1

about

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

Following

    Friends list is empty

Jonathan Berney

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

Activity

FelipeFelix on February 18, 2021
Hi there! HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have read more
73 upvotes
35 Replies
Participant
March 10, 2024
I’ve been using AirTable as a stopgap. Because as silly as it sounds… the Kanban view for top funnel cold leads that our sales team works seems to hav...read more
Solved
dwightbailey on April 25, 2022
I want to create a workflow that does the following - can anyone tell me how to do this pls: When a contact visits our website (any page), they enroll into the workflow. If they visit our website again within a week, no further action happens ( read more
0 upvote
3 Replies
Participant
November 17, 2023
Curious if this is possible to trigger for Net New companies with multiple page views? Ex: company which fits our ICP checking out our site multi...read more
JBerney512 on September 26, 2023
We're looking to create snapshot reports for our top-of-funnel outbound sales activity. The idea is to see how we are progressing along in any particular campaign/vertical. Snapshot reports are available on Deals object (under sales analytics) read more
Solved
TicTacTim on January 17, 2023
Hi there, for a client we have been given the task to map two types of companies (objects) together. Here we need a many to many relationship . To explain further lets say we have Company Type A: Type A is related to Company Type B: X, Y read more
6 upvotes
9 Replies
Participant
August 17, 2023
This is a creative workaround, and one that I might implement for the time being... But not really scalable with larger datasets. I'm hoping the @...read more
FelipeFelix on February 18, 2021
Hi there! HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have read more
73 upvotes
35 Replies
Participant
March 10, 2024
I’ve been using AirTable as a stopgap. Because as silly as it sounds… the Kanban view for top funnel cold leads that our sales team works seems to hav...read more
Solved
Lle4 on March 04, 2021
Would it be possible to create a kanban board for company properties? We would want this to look similar to the Deals board, but where we could create several to track simpler properties that are just associated with each company. We would want one read more
4 upvotes
14 Replies
Participant
August 10, 2023
Thanks Josh - our ticket pipeline is reserved for customer success. But there is something about the Kanban that seems to scratch that dopamine itch...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

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
    Public - Community Champions

    A spot for HubSpot enthusiasts to connect and grow. All are welcome to join.