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wendykeneipp
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Aug 16, 2018
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Wendy Keneipp

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Activity

SkeeStylus on October 20, 2020
Allowing Editing & Customization of Buying Roles
I love the new ABM Tools and the Target Account Dashboard but every Hubspot Client is different. Sometimes organizations that match their Ideal Buyer Profile might not have the default Buying Roles. I get we can add more but there's no way to edit read more
Reply Idea Account Settings Contacts & Companies Deals
14 upvotes
5 Replies
wendykeneipp
Participant | Elite Partner
November 02, 2023
It's great to add our own items, but it's really messy and hard to keep it clean with so many buyer roles that aren't even used. Please allow us to d...read more
DevinRZC_DM on December 18, 2019
Playbooks - Drag and Drop Editing
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook read more
Reply Idea Playbooks
178 upvotes
47 Replies
wendykeneipp
Participant | Elite Partner
July 15, 2022
I'm entering questions in a playbook and they are appearing in random order, not newest at the bottom. Have to start over and hope they don't start r...read more
KeeganSmith87 on July 27, 2021
Workflow Descriptions
I really wish there was a way for us to have descriptions for EVERY workflow type, not just contact workflows. As I look to expand the Admin userbase for our instance, I'm finding it incredibly cumbersome and very time-consuming to have to continual read more
Reply Idea Workflows
24 upvotes
14 Replies
wendykeneipp
Participant | Elite Partner
May 10, 2022
Yes, agreed! We document WFs in Asana which is not convenient, but better than having to open and study each one. As people rotate through companies,...read more
KyleJepson on July 11, 2021
How do you connect with your contacts?
HubSpot has a lot of tools for connecting with contacts, and there are a host of other tools sales teams use outside of HubSpot. What's your favorite tool for connecting with people? Share your thoughts in the comments below! *To learn mor read more
Reply Discussion
256 upvotes
1364 Replies
wendykeneipp
Participant | Elite Partner
February 08, 2022
LinkedIn and asking for introductions.
FanaticSales on December 11, 2018
Adding Files and Images to Quotes
There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
Reply Idea Products & Quotes
126 upvotes
31 Replies
wendykeneipp
Participant | Elite Partner
April 28, 2020
Completely agree! Having attachments would allow us to move our entire sales documentation process to HubSpot, whereas now we're using multiple tools...read more
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