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sales
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Member since ‎May 23, 2018
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Sean Mactavish

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sales
Contributor
June 06, 2022
Reply to User specific time zones
Yes, this is a necessity for global teams!!
Solved
sales on March 30, 2022
User changing teams - how to keep their historical activities on their previous team?
Hey all We're promoting an SDR to a sales rep and I'd like to keep their SDR activities on the SDR team and have their new activities on the sales team - this is important for our metrics. The obvious workaround is to create a new user.. but tha read more
Reply Discussion Admin Best Practices Enterprise Reports Workaround
0 upvote
1 Reply
sales on February 10, 2022
Edit Standard views
Hey team - I'd love to be able to repurpose the "Standard" views in Deals, Contacts, Companies to help our users find the important and "default" views for our business. I think this should be reserved for an admin/leader to set and limit the nu read more
Reply Idea Deals
8 upvotes
0 Reply
sales
Contributor
February 10, 2022
Reply to Combining expansion booking with a renewal
I'm going to answer my own question here as our VP Sales had a strong preference for a renewal deal that "shows everything in just one deal" and I ne...read more
sales
Contributor
January 06, 2022
Reply to HubSpot should allow syncing Contacts, Companies, and Deals to the Sandbox account
Agree, this would be super useful. I added my related comments to this thread: https://community.hubspot.com/t5/HubSpot-Ideas/Sandbox/idc-p/551680#M...read more
sales
Contributor
January 06, 2022
Reply to Sandbox
In its current state, the sandbox is a useful testing environment. It's a great feature and a step in the right direction. Two requests for the n...read more
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