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JBerney512
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Member since ‎Jul 26, 2023
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Jonathan Berney

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JBerney512
Participant
March 10, 2024
Reply to Kanban view for Contacts and Companies (and maybe custom objects?)
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
JBerney512
Participant
November 17, 2023
Reply to Create a workflow for website visitor
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
Snapshot reporting for Top of Funnel Objects (Companies/Contacts)
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
Reply Idea Analytics Tools Sales Reporting
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JBerney512
Participant
August 17, 2023
Reply to HubSpot associations between two Companies
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
JBerney512
Participant
August 11, 2023
Reply to Kanban view for Contacts and Companies (and maybe custom objects?)
Having a Kanban view for any Object would be a game changer. I have previously used Bitrix24 as a CRM and honestly with their flat enterprise subscr...read more
JBerney512
Participant
August 10, 2023
Reply to Kanban Board for Company Properties
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
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